Workflow contact properties updating company properties

Smart CRM & Sales Hub CRM
1

Hey all,

I need some help with a workflow. I have a contact property which is coming from a separete tools which indicates the “Last Contact Date”. I would like this property to be copied to the company level so that I can see what was the “Last Contact Date” for the company.

Imagine the company has 3 users:

User A: 01/01/2022

User B: 10/02/2022

User C: 20/03/2022

All 3 users are associated with ACME Co.

I would like ACME.co to show “Last Contact Date” = 20/03/2022

How can I make sure that the workflow inserts the record of the most recent date. Assume that the data is static so it is not changing, so the system needs to figure out that User C is the most Recent date.

Thanks,
Gianluca

2

Ciao @GUberti

Have a look at the Company Properties, you may find “Last activity date” is doing what you need automatically.

Go to ACME Co. (or another Company in your CRM ;o) and look for the “View All Properties” Button (bottom left).

Then enter “Last” into the Search and it will filter all the Company Properties with “Last…”.

Hopefully one of those properties is already doing what you need?

Mike

3

Hey Mike,

Thanks for sharing this. Unfortunately this data doesn’t come natively from Hubspot, but it comes from another tool (Outreach). Hence why the need to find a way to replicate the logic that is natively used for Hubspot Last Activity Date but with a workflow.

The Last Contact Date in my example think about it as “Outreach Last Contact Date”, so it’s not based on the actual acitivties that are tracked in Hubspot.
Thanks for your help,

Gianluca

4

Hey @GUberti

Thank you for the clarification, in that case you could use HubSpot’s Engagements API to record an event (call, email, etc.) on the Contact’s Timeline.

This would also update the Company’s “Last activity date”.

Would that work for you?

Mike