Date Lead Status was change

SOLVE
Highlighted
Occasional Contributor

Hi HubSpot,

 

I am trying to create a workflow that captures the date that a lead status is moved. We are rebuilding our sales process from the ground up and will have two seperate teams working the same contacts. Each team will have their own lead staus property and to track conversion rates, I need to identify the date the contact moved into an active stage in the pipeline.

 

Ex. Contact was created and the Inside Sales Team takes ownership. This contact goes unworked for several weeks and then the Area Sales Managers recieve a call from this contact inquiring about an event. Area Sales Manager moves the contact from New (inactive) to Contacted (active). The date the contact get moved to 'Contacted' is the date I want to copy into a seperate property. (Became Area Sales Manager Lead)

 

Once the ASM works the lead through their pipeline and books a deal, then we will assign the IST to retarget that lead. (Became Inside Sales Team Lead)

 

 

Reply
0 Upvotes
1 Accepted solution

Accepted Solutions
Highlighted
Solution
Community Thought Leader | Diamond Partner

Hi @ekramer 

 

The way to create a custom 'date became a property' is to:

 

  • Create a custom date-type property
  • Build a workflow triggered by, in your case, 'lead status' is 'Contacted'
  • Add a workflow action that sets the property to today's date.

This last part was described in detail by @JuliaMongeau in Use workflows to set a date stamp 

 

Hope this helps.

 

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

1 Reply 1
Highlighted
Solution
Community Thought Leader | Diamond Partner

Hi @ekramer 

 

The way to create a custom 'date became a property' is to:

 

  • Create a custom date-type property
  • Build a workflow triggered by, in your case, 'lead status' is 'Contacted'
  • Add a workflow action that sets the property to today's date.

This last part was described in detail by @JuliaMongeau in Use workflows to set a date stamp 

 

Hope this helps.

 

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post