Copying Specific Activity dates to custom properties

[Jenny26]

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

[Josh · Accepted solution]

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 

[Jenny26]

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