Copying Specific Activity dates to custom properties
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)