Hello!
I need help creating a workflow.
I have created a property called “Last Connected Date” on the Contact Object.
I would like for this date property to automatically update when an Activity with the call type of “Call” is marked with an outcome of “Connected”
I would like for the “Last Connected Date” on the Contact Object to update with only the latest date of the most recent activity that fits the above criteria.
Has anyone done this before?
This is so that we can have a date field that is automatically updated and will inform us when a contact was “connected” with last.
Hi Tiffany,
I set up a workflow on my end based on what you described you are trying to achieve.
From there you can also add a step in which you are “informed” for example by sending an internal email.
Is this what you are looking for? If not, would you be able to specify where it doesn’t meet your requirements. I’m happy to think of a solution for you.
Best regards,
Jess
Hi Jessica! I’ll try this out. Thank you so much!
So unfortunately this doesn’t work because we don’t use Hubspot to make calls. So the trigger for “Call ended” doesn’t happen which means the contact doesn’t get enrolled. I want to trigger the workflow whenever someone logs a call via the “Log call” functionality. Is this possible?
Hi @TSchwarzSE,
In that case, options are a bit limited and there is no perfect solution, only an approximation. Here’s what you would do:
- Create a contact-based list and filter for contacts which are associated to an activity with ‘Activity date is less than 1 day ago AND Call outcome is any of Connected’
- Use this list for **re-**enrollment in your workflow
- In the workflow, use the ‘Set proerty value’ workflow action to log the date in your custom date property
Since HubSpot doesn’t allow re-enrollment based on activities, the list membership lets you work around that.
The issue with this workflow is that re-enrollment is limited to once every 24 hours and there could be edge cases where the date doesn’t get updated but stays yesterday’s date, specifically if there has been a call yesterday and another one today, within 24 hours. There is currently no way to solve this, as far as I know and what I described above is, as of my knowledge, the best approximation.
Let me know if you have any follow-up questions!
Thank you! This is probably what we are going to have to go with.
Hi @TSchwarzSE,
To set up a workflow that updates the “Last Connected Date” on the Contact object based on a call activity with the outcome “Connected,” follow these steps:
- Create a Workflow for the Activity object.
- Set the trigger to the Activity Type as “Call” and Outcome as “Connected.”
- Add an action to update the “Last Connected Date” on the Contact object with the call activity date.
- Enable re-enrollment to update the field every time a new “Connected” call occurs.
- (Optional) Add an internal notification to inform your team when the field is updated.
This keeps the “Last Connected Date” current with the most recent successful call.
Best regards!
How do I create a workflow based on an Activity trigger when there isn’t an option for that?
These are the following options:
Contact-based
Company-based
Deal-based
Ticket-based
Quote-based
Conversation-based
Feedback-submission-based
Subscription-based
Goal-based
Order-based
Cart-based
Invoice-based
Lead-based
User-based
I tried creating a contact based workflow and having the contact be enrolled in the workflow when an activity with outcome of “Connected” is selected, and it works to enroll contacts, but only ONCE. I need the contacts to be enrolled every time a NEW activity is logged and marked as “Connected” so that the date is always the ame date as the latest activity marked as Conencted.
