CRM

Jenny26
Top Contributor

Copying Specific Activity dates to custom properties

SOLVE

Hi everyone,

Our client onboarding process includes a Welcome Email and two Training Sessions.

  • The Welcome Email is sent to the client using a sequence.
  • Training #1 is scheduled by clicking on the Training #1 link in the Welcome Email (sent as part of the above sequence)
  • Training #2 is scheduled by clicking on a Training #2 meeting scheduling link sent via an email created using a HubSpot email template.

 I created 3 date properties in the company object for each onboarding step:

  • Date Welcome Email Sent
  • Date Training #1 Completed
  • Date Training #2 Completed

I want to create a workflow or workflow that auto-populates the dates into those 3 custom properties.

  • Is it possible to copy the dates of the scheduled meetings (or date of the completed meeting) to the corresponding properties? (I see that I can copy the date of the “last meeting booked” but that won't necessarily copy the specific meeting date we need.)
  •  We currently have Sale Enterprise, Service Enterprise, and Marketing Professional subscriptions. If we had Marketing Enterprise &/or Opertations Hub , could I accomplish copying the specific meeting type date to my corresponding custom date property? (Training #1 Meeting Type to Training #1 Date property, for example)

 

Thanks in advance for your help!

Jenny

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1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Copying Specific Activity dates to custom properties

SOLVE

Hi @Jenny26,

 

Check out this post: https://community.hubspot.com/t5/CRM/Copy-activity-meeting-date-to-a-custom-deal-property/m-p/799925

 

I believe this will accomplish what you're looking to do. This solution uses Zapier, but also as mentioned dif you had Ops Pro you could use a custom code action.

 

Hope this helps!

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

2 Replies 2
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Copying Specific Activity dates to custom properties

SOLVE

Hi @Jenny26,

 

Check out this post: https://community.hubspot.com/t5/CRM/Copy-activity-meeting-date-to-a-custom-deal-property/m-p/799925

 

I believe this will accomplish what you're looking to do. This solution uses Zapier, but also as mentioned dif you had Ops Pro you could use a custom code action.

 

Hope this helps!

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Jenny26
Top Contributor

Copying Specific Activity dates to custom properties

SOLVE

Thank you, Josh! I missed that thread in my initial search - I appreciate the help!

0 Upvotes