CRM

CKasnett
Participant

Copy activity meeting date to a custom deal property

SOLVE

Hi.

Is it possible to copy an Activity>Meeting> (specific meeting type)? scheduled date to a custom deal date property?

 

I havent been able to access the scheduled date of the meeting. I see it as a trigger in a workflow, but HS does not seem to let you copy the value for use in workflows.

Any help appreciated...

1 Accepted solution
HFisher7
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Copy activity meeting date to a custom deal property

SOLVE

@CKasnett - If you have Ops-Hub a custom-coded workflow action can be used to retrieve and stamp the date in the meeting activity log over to your custom deal property. 

Failing that, this can be acheived with Zapier:

Screenshot 2023-05-30 at 11.40.46.pngScreenshot 2023-05-30 at 11.43.06.png

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Hannah Fisher | HubSpot Platform Consultant @BabelQuest - Elite HubSpot Partner


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

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5 Replies 5
HFisher7
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Copy activity meeting date to a custom deal property

SOLVE

@CKasnett - If you have Ops-Hub a custom-coded workflow action can be used to retrieve and stamp the date in the meeting activity log over to your custom deal property. 

Failing that, this can be acheived with Zapier:

Screenshot 2023-05-30 at 11.40.46.pngScreenshot 2023-05-30 at 11.43.06.png

-----

Hannah Fisher | HubSpot Platform Consultant @BabelQuest - Elite HubSpot Partner


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution
Marie_
Contributor

Copy activity meeting date to a custom deal property

SOLVE

Hi Hannah & CK - I have a similar use case (copy the date of a specific type of meeting into a custom property. Custom coding is a bit advanced for me but Zapier seems to be a good solution. 

I have set up the first two steps as per the screen shots shared but I'm a bit stuck with the third step - update the deal. Not too sure what detail I put into the object id and what other info I need to complete to indicate which field to copy from and to. 

Hoping one of you might be able to lend some guidance? 🙏

Thanks, Marie

0 Upvotes
CKasnett
Participant

Copy activity meeting date to a custom deal property

SOLVE

Hannah,

Brilliant! I used the Zapier solution and it worked!

Thanks!

CK

TomM2
Key Advisor | Partner
Key Advisor | Partner

Copy activity meeting date to a custom deal property

SOLVE

Hey @CKasnett I think what you're looking for is under a contact property, if you go to copy a contact property value into a deal property in a workflow you can choose "copy property value" then choose the contact property of "Date of last booked meeting in the meetings tool" 

TomM2_0-1685359565884.png



Would this achieve what you're looking to do? It's worth noting that this is a persistent property value too, it will always be populated with the last booked meeting. So you might want to set your enrollment criteria to be filling out a meeting form or something like that, then set an action to wait 1 minute so the property will update, then have the action to copy the value. 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

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CKasnett
Participant

Copy activity meeting date to a custom deal property

SOLVE

Hi Tom,

Thanks for the reply!

Unfortunately this does not solve the issue.
I'm looking to copy the meeting date of a specific type of meeting, not necessarily the date of the last meeting booked. (see image below) I was able to create a workflow trigger for the meeting type, now all i want to do is copy the date the meeting was scheduled for to another custom property...

CKasnett_0-1685433241706.png