Add associated objects' links and last and next activity on custom object's pipeline cards

[louismarslen]

Hi 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

[TomM2 · Accepted solution]

Hi @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. 

[djc225]

Hi Tom,  I'm not seeing this as a viable solution.  You mention to create a workflow for a custom object every time an activity is known... i'm not seeing this option available 

[DField9]

Hi Tom. Are you able to share some more details of the workaround setup you're describing here? I can set up a trigger that's based on the activity details for contacts/companies associated with a custom record, but these can't be used for re-enrollment. I'm not sure how else to determine when an activity is know for the custom record?