I’d like to record the last engagement a contact did on any channel.
This includes:
- Hubspot email clicks/replies
- form completions
- page visits on our site
- LinkedIn engagement (comments, likes - tracked by 3rd party tool - Syft)
- LinkedIn connection request accept (tracked by a 3rd party tool - Lemlist)
- Cold outbound email replies (tracked by 3rd party tool - Instantly)
… and potentially others.
There is the “Last Activity Date” field but that’s a system field which I am unsure I can even use to log other stuff.
Also that seem to log non-contact activities like if a note is attached to a contact by a HS user (correct me if I am wrong).
How do you usually accomplish this? Or what would be the best way to get this going?
This would require in some way or form working with the HubSpot Engagements API - there is, as far as I know, no out of the box solution here. You could either create a private app that pulls engagements data, then updates a field via API -- or you do this in a custom code workflow action that triggers whenever the “Last activity date” updates to check what that last activity was to push it into a custom field.
But there is sadly no default field, nor is there a way to do this with the options available through the workflow UI alone.
thanks @karstenkoehler .
To further clarify, I’d have the relevant data from 3rd party tools saved in different fields. So I’d have a bunch of different dates saved on the contact from different tools.
And I could use the changes of those fields to trigger an update on the “main” activity date field.
The main question I have is if the Last Activity Date field is the right field for this purpose or if it would be better to have a custom field for this?
I just want to have a singular date field that says when the last time the contact did any meaningful engagement.
@sbi85 you’d probably be better with a custom field here that should be updated when either the default field changes or one of the fields that indicate 3rd-party tool activity changes.
@sbi85 thanks for clarifying - Ud recommend a custom property then that aggregates both the HubSpot defaults, if you want, and your third party data fields.
A workflow could reenroll based on your third party dates changing or the HubSpot last activity date - then check if a relevant activity happened in the last 1 day by checking if there’s an associated activity of a type you deem relevant.