If I have a company associated with one or several contacts, is there any way to create a property (or are there existing properties that contain the information) to reflect:
Thanks in advance for the help!
Hi @Lle4,
There are some default company properties which you can use for this:
Last activity date: the last date and time of a note, call, sales email, meeting, task, or chat on the company record.
Last contacted: the timestamp from the most recent chat conversation, call, email, or meeting logged for this company.
Last Engagement Date: the last date and time of one-to-one email opens and clicks, lead revisits, meeting bookings, and form submissions on the company record.
Since these official definitions are a bit ambiguous, I ran a test. If a contact replies to a sales email, that date is reflected in the Last activity date and Last contacted. These two properties will also be updated when an outgoing sales email is sent
Hope this helps!
Hi Karsten,
Is there a way to calculate max date on the company object using associated contacts. ie. a rollup of dates onto company, to find the latest date.
This function is available when using calculation properties if the format is that of a number, but not for a date.
Thanks
Hi @karstenkoehler ,
Thanks so much for your reply! I did struggle with both of these definitions, so I’m grateful for your clarification. My concern is that they are both too broad, both in that they can extend beyond emails and that they overlap between outreach from contacts vs outgoing sales emails. What I really want is one property representing the date of the last outgoing sales email, and one representing the last incoming email from a contact. This way, I could track--for example--has our team missed any incoming emails we should have replied to that came in more than 3 days prior? Or, has it been more than x days or weeks since we last reached out to a company and heard no response, so we would want to follow up with them? The power to do things like this would be super helpful for our day-to-day operations!
Thanks so much again for your reply.
All the best,
Lle4
Hi @Lle4,
Some of this information is available on the contact record. It can be copied to the company record using workflows but these require a Professional or Enterprise subscription. (That would be a limitation of the free product.)
Recent sales email open date: the date of the last time that the contact opened a sales email. This property does not update for emails that were sent to more than one contact.
Recent sales email replied date: the date of the last time that the contact replied to a sales email sent from your connected G Suite or Outlook 365 email account.
On a contact-level, there are also the properties for Last activity date, Last contacted and Last Engagement date – however, these also group activities. (That would be limitation of the tool.)
For your process, would these be sufficient? If the Last Engagement date is more than x days, would you not want to revisit the record in any case, regardless of whether it’s inactivity on the contact’s or the sales rep’s part?
Best regards!
Hi @karstenkoehler,
Thanks for your note! These contact properties are good to know about and might be very helpful for what I’m looking to do. We’re actually hoping to use this data for internal reporting, so may be able to get around the workflow limitation with the API. It’s a bummer that there’s no contact property that automatically tracks the last outgoing email date. Do you know if that’s something Hubspot is considering adding in the future?
For now, I think this will be helpful for me to start with. I’m also wondering if the Engagements API endpoint might let me do a lot of the reporting we’re talking about here--that’s something I might look into. Thanks again for the help!
Hi @Lle4,
I’d love to know, too 
As of now, I haven’t heard about any changes to these properties. I’ve checked the HubSpot Ideas section but couldn’t find anything. If you want to suggest or request this, this is where you’d do it. The product team reviews the requests based on popularity.
Best regards!
Thanks for the suggestion @karstenkoehler, I submitted the idea here! I also created a temporary workaround using the API; I would be happy to share my logic here if that would be helpful. (This combined the Engagements and Companies API endpoints.)
Sure, @Lle4, that would great!
Ok, can do! Essentially, I used the engagements endpoint to pull all inbound and outbound emails. I could then take each associated company for inbound and outbound emails and group by company ID, then being able to get the max date for inbound and outbound emails for each company id. At that point, it was just a matter of merging the data with company names using the companies API endpoint, and I had the data I needed! Thanks again for the insight @karstenkoehler--your posts helped me get to this solution!
Great to hear, @Lle4. Thank you for sharing!