Last Meeting Date and Type

[ZBrown58]

I feel like this should be easy, but I'm having a hard time figuring it out.

I want to be able to see the last meeting date (as well as meeting type and outcome) in my deal views.  So we can easily see for our deals when the last meeting was, what type, and the outcome (completed, no show, etc).

The only property that i can currently pull or filter off of is "last meeting booked by meeting tool".

Am I missing something or does someone have a way I can pull this or create a custom property that shows this?

Thanks in advance!

Zach

[HFisher7]

@ZBrown58 - The recent activities section in the Deal overview will show this, it can be filtered to only show meetings if required.

[ZBrown58]

Thanks @HFisher7 .  Using this method would make the team click into each deal to see when the last meeting was.  I'm looking to take that information and put it into a custom field so that I can see it in a report or my Deal list in CRM.  Do you know how to basically copy the last meeting info into a custom deal property (or have another solution)?

[kennedyp]

Hey @ZBrown58 -- great question. When sorting Deal views, we would only be able to use properties that live on the Deal record. That said, meetings and activities don't necessarily have properties on the Deal despite the activity being logged there. 

The date of last meeting booked in meetings tool is the date of the most recent meeting an associated contact has booked through the meetings tool. This is automatically set by HubSpot when a contact books a meeting through a meeting scheduling page and that meeting is associated with an open deal. So this is a great property to use to see the date of the last meeting if your contacts book through meeting links. 

Otherwise, you may be looking at setting up custom Deal properties and using workflows to set those properties when meetings occur. @TomM2 describes a similar process in this Community thread. 

Let's invite some of our other experts to chime in as well: @HFisher7, @Josh do y'all have any tips or tricks to display recent meeting details on Deal records? 

Best, 
Kennedy

[ZBrown58]

Thanks @kennedyp. I appreciate you trying to help.  Yes, I think the only way for me to get to what I need is to create  custom deal propertie showing the last meeting date, type, and outcome.  Unfortunately, I can't figure out how to do that.  Most of our deals are NOT booked through the meeting tool, so that property isn't useful to this. So  @TomM2 's doesn't work for me. Would love any other ideas on this.

[kennedyp]

Hey @ZBrown58 -- I see the issue. Thanks for the additional context. I agree that a custom property would be the best way, but I am not sure how to set up automation to perfectly resolve it. Workflows do not allow for activity properties as re-enrollment criteria. Otherwise, you'd have to manually input when a contact is having a meeting. 

Hey @coldrickjack -- do you know if there is hope for us here? Could we potentially use the API in some way to set a custom deal date property when a meeting is logged on a contact record? 

[coldrickjack · Accepted solution]

Yes, something like that would be possible. We can create contact based workflows that are triggered any time a meeting is logged on the contact. The custom coded workflow action (which is only available in Operations Hub Pro) would then:

• Get the information from the most recent meeting on the contact
• Copy that to a property on the deal