I am currently creating a report that requires me to tag companies based on the date they first entered a specific sequence.
I currently have a pivot table that measures the number of companies per lifecycle stage (rows). I have filters based on the last sequence enrolled (being the specific sequences I want them to measure)
Now, I want to add the months (columns) which are based on the date the company first entered the sequence
What is the best way to go about it?
Hi @Zenitsu22,
HubSpot does not natively store or expose a ‘first time enrolled in sequence’ date at the company/contact level.
You have to create a custom date property ‘First Sequence Enrollment Date’ and use a workflow that triggers on sequence enrollment.
Any tips on how I should build the workflow?
Build a Contact-based workflow
Enrollment trigger: Activity → Enrolled in sequence → choose the sequence(s) you want
Enable Re-enrollment:
Turn on “Re-enroll when enrolled in sequence,” so the workflow evaluates future enrollments, but won’t overwrite the first date.
Add an If/Then branch
IF:
First Sequence Enrollment Date is unknown
THEN:
Set property value → First Sequence Enrollment Date → Date of step
(This stamps the date only once.)
ELSE:
Do nothing.
Push this date to the Company record
If you want reporting at the company level:
Copy property value → From contact → To associated company
Map your new contact date property to a matching company date property.
Add an “only if company property is unknown” check so it doesn’t overwrite.
Hi @Zenitsu22
Maybe I have missed a product update, but sequences are for contacts only as far as I know.
Can you maybe share a screenshot of your company sequence so we can ascertain what tool/feature you are talking about?
Either way, there is no default “first sequence” date, you would need to create that and set via workflow.
However, my question would be - what are you hoping to see from that? What conclusions does that allow you to draw?
Frank