Track last meeting of a given type
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Track last meeting of a given type
resolverHi @RobHansen,
This is unfortunately not as easy as one would hope it would be. As there are no activity-based workflows, it's also not possible to copy a date from an activity to a company record directly. Whenever the workflow runs is also the time when the date gets stamped into the property – making it difficult to document this historically.
Here's what I think is the best approximation – besides custom coding a solution based on the Engagements API endpoint. The steps below would have to be repeated for each meeting type.
- Create a custom date properyt "Last QBR meeting date"
- Create a company-based list, filtering for companies that are associated to an activity with "Meeting type is any of QBR AND Activity date is less than 1 day ago"
- Create a company-based workflow that re-enrolls companies based on membership in the list from step 2
- Use the "Set property value" workflow action to set the property value to the date of the step
- Turn the workflow on and only enroll records that meet the criteria after the workflow is turned on
The list is needed as re-enrollment based on activities is not possible.
If you want historic information, you would have to create a custom report based on companies and activites as data source, displaying the activity date of all activities with meeting type = QBR. You could then export this report as CSV, re-import it and map the activity date to the property from step 1.
As I said, this is not very straight forward at the moment – unless you have a developer which simply custom codes an application to do this based on the HubSpot API.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Track last meeting of a given type
resolverTrack last meeting of a given type
resolverHi @RobHansen,
This is unfortunately not as easy as one would hope it would be. As there are no activity-based workflows, it's also not possible to copy a date from an activity to a company record directly. Whenever the workflow runs is also the time when the date gets stamped into the property – making it difficult to document this historically.
Here's what I think is the best approximation – besides custom coding a solution based on the Engagements API endpoint. The steps below would have to be repeated for each meeting type.
- Create a custom date properyt "Last QBR meeting date"
- Create a company-based list, filtering for companies that are associated to an activity with "Meeting type is any of QBR AND Activity date is less than 1 day ago"
- Create a company-based workflow that re-enrolls companies based on membership in the list from step 2
- Use the "Set property value" workflow action to set the property value to the date of the step
- Turn the workflow on and only enroll records that meet the criteria after the workflow is turned on
The list is needed as re-enrollment based on activities is not possible.
If you want historic information, you would have to create a custom report based on companies and activites as data source, displaying the activity date of all activities with meeting type = QBR. You could then export this report as CSV, re-import it and map the activity date to the property from step 1.
As I said, this is not very straight forward at the moment – unless you have a developer which simply custom codes an application to do this based on the HubSpot API.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
