Add associated objects' links and last and next activity on custom object's pipeline cards
SOLVEHi there!
I was wondering if there was a way to see the attached objects and the last and next activity on custom object's pipeline cards, like it is for the deals and tickets (see screenshots below)?
Cheers,
Louis
1 Accepted solution
Add associated objects' links and last and next activity on custom object's pipeline cards
SOLVEHi @louismarslen this isn't possible out of the box at the moment. The only things that can be added to custom object cards are property values. HubSpot doesn't auto-populate any other data like it does for the default objects.
https://knowledge.hubspot.com/crm-setup/select-properties-to-show-on-records-in-board-view
One workaround for the activity date would be to setup a workflow that triggers for a custom object every time an activity is known around and then sets a custom "last activity date" to today then display this custom property on the card.
| | Tom Mahon tom@hub-spark.com |
 | Did my post help answer your query? Help the community (and me) by marking it as a solution. |
Add associated objects' links and last and next activity on custom object's pipeline cards
SOLVEHi @louismarslen this isn't possible out of the box at the moment. The only things that can be added to custom object cards are property values. HubSpot doesn't auto-populate any other data like it does for the default objects.
https://knowledge.hubspot.com/crm-setup/select-properties-to-show-on-records-in-board-view
One workaround for the activity date would be to setup a workflow that triggers for a custom object every time an activity is known around and then sets a custom "last activity date" to today then display this custom property on the card.
| | Tom Mahon tom@hub-spark.com |
| | Did my post help answer your query? Help the community (and me) by marking it as a solution. |
