Dashboards & Reporting

MMetros5
Contributor

Activity Created By field

SOLVE

I am trying to use activity filters to understand if an activity was created by a sequence vs workflow vs owner. 

 

One of the default Activity Fields is "Activity Created By".

 

The definition of "Activity created by" is the HubSpot owner who created an activity according to the documentation here: https://knowledge.hubspot.com/lists/use-the-activity-filter-in-lists

 

For workflows and sequences, what would the value of this field be?

 

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Activity Created By field

SOLVE

Hi @MMetros5,

 

When a task is created from a workflow, this field will be empty. As sequences are triggered by a specific user and sent from their personal inbox, the person triggering the sequence is shown:

 

karstenkoehler_0-1639375243840.png

 

First task is created by a sequence, second by a workflow.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Activity Created By field

SOLVE

Hi @MMetros5,

 

When a task is created from a workflow, this field will be empty. As sequences are triggered by a specific user and sent from their personal inbox, the person triggering the sequence is shown:

 

karstenkoehler_0-1639375243840.png

 

First task is created by a sequence, second by a workflow.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes