Webhook or Workflow for Last time Called

[TLang]

Hi everyone. Here is what I am trying to accomplish:

I want my sales people to to have tabs in contact that show their contacts that have not had a phone call in 2 weeks or an SMS in two weeks.

Engagement or Last Activity does not work becaus that includes emails.

So I made a cutom date field called “Last Call” and I built a workflow for Activity is Call or SMS that adds the date to that field (which can be filtered in contacts). It works once. Workflows based on activities cannot be renrolled, so if the contact gets called or SMS again it will never update the date.

Similarly, webhooks do not seem to have any activity options I could otherwise use in Zapier.

Its crazy to me that a CRM does not have any easy way to filter people by the last time they received a phone call, but…

[cooperelias]

Did you set the workflow up using the “When filter criteria is met” option? If so, switch the trigger to “When an event occurs” and you will have options for Call ended and Call started trigger events, and you can turn on re-enrollment. Here’s the Knowledge Base article for how to Set event enrollment triggers.

If you were going to do this with Zapier, you would have to set up a polling webhook trigger that searches for new call records. But with this newer workflow enrollment option you should be able to accomplish it with a HubSpot workflow.