Show "last activity *type* " in Contacts Property

Smart CRM & Sales Hub CRM
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1

Hello,

We need to create a new CONTACT property: LAST ACTIVITY TYPE. For creating scoring based on this property.

The VP wants to score clients based (also) on the last activity with them.

How can we do it?

We have SALES PRO version

Thanks!

2

Hi @Rubi_MedMen,

Could you specify which activities you’re interested in?

Best regards

3

Thanks, yes:

Email (1*1), Call, Meeting

4

Hi @Rubi_MedMen,

For meetings and sales emails, this can be achieved with the following workflows:

636×453 71.2 KB

612×591 85 KB

For calls, unfortunately, this is currently not possible. Other users have already requested this here. What would be needed here is a workflow that can re-enroll contacts based on a recent call to set a date stamp, this can however not be done.

Best regards!

5

Thanks!

for meetings - I guess this will work only for Meetings scheduled with the HS meeting tool?

6

Hi @Rubi_MedMen,

As far as I can tell yes, similar issue as with calls.

May I suggest that you approach the scoring from a different angle? When you create a scoring property in HubSpot, you can access Activity properties and Contact properties, including all of the properties mentioned above. You could score based on them (call outcomes, meeting dates, sales email opens etc). If you’re okay with not having the last interaction, you could come up with an equally helpful scoring. After all, it’s not just the last interaction but the combination of them.

Hope this helps!

7

You are right, thanks

I will try to convince them to change the approach