Reporting last activity associated to lead beofre meeting scheduled (conversion)

[JOrtiz2]

I wonder if there is a way (probably via workflows) to create a property that would show permanently the last activity associated to a lead before a meeting was scheduled with him. The objective is to see in reports the effectiveness of different touchpoints for conversions (measured by booked meetings).

[himanshurauthan]

Hi @JOrtiz2  

Thanks for reaching out. Hope you're doing well.  

Here's a suggestion on how you can achieve this via workflows. Hope I'm getting your problem right and the solution is of help to you. 

First, you need to create a custom property to track the last activity before a meeting is scheduled, but remember to restrict access to this property for all users. This is to ensure data integrity. 

Then you need to set up a workflow with the following criteria: 

• Set a trigger based on 'activity type'
• Remove 'Meeting Activity' from the criteria
• Lastly, enable re-enrollment to ensure that the workflow keeps on getting updated. 

When you add branches to the workflow based on different activity types. But again, remember to exclude 'meetings'. Ensure that the value of the custom property refleces the activity type in each branch. 

I believe this setup will help you achieve what you're aiming for. Let me know if this was of help. 

[PremKannan · Accepted solution]

Hi @JOrtiz2,

Thanks for reaching out.

HubSpot doesn’t natively store a “last non-meeting activity before X” record, so Custom Code is the most reliable. This enables powerful attribution-style reporting inside HubSpot’s custom report builder.

So, you can achieve capturing the last activity type before a meeting is scheduled, and store it in a custom property for reporting using custom properties, workflows, and activity filtering in HubSpot. 

1. Create a Custom Contact Property
   • Go to Settings > Properties > Create Property
   • Object type: Contact
   • Name it something like: Last activity before meeting
   • Field type: Single-line text or Dropdown (if you want to control input)

2. Build the Workflow - You’ll need a Contact-based workflow, triggered when a meeting is scheduled.

   • Enrollment trigger - Activity → Meeting → "Meeting Start Time is known" (or use Meeting outcome is any of: Scheduled)

3. Use a Custom Code Action (requires Operations Hub Professional or Enterprise) to:

   • Query the contact’s associated engagement history

   • Filter out meetings

   • Identify the most recent non-meeting activity (e.g., call, email, task, LinkedIn message)

   • Update the custom property with that activity type or note

     • Note: If you don’t have Ops Hub Pro, you can work around this using timestamp-based workflows + activity properties like Last contacted, Last email sent, etc., but it’s less accurate.
4. Reporting - Once the property is populated, you can create custom reports that:

   • Show meeting bookings

   • Segment based on Last activity before meeting

   • Analyze conversion influence from calls, emails, tasks, etc.

Hope this helps!!

If this answer your query, help the community by marking it as a solution.

[JOrtiz2]

Thanks Prem. We don't have Operations Pro and the timestamp workflow solution apparently since HubSpot's last activity update (now you can't filter based on activity type) would not work. Am I missing something there?