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MMetros5
Contributor

Search for Latest Task Fields in Workflow for Contact

SOLVE

I want to check in an if/then statement the property values of the last task for a contact. By being able to see how the last task was completed, I can then update the contact fields accordingly.

 

Right now the workflows do not allow me to search for the latest task to my knowledge.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Search for Latest Task Fields in Workflow for Contact

SOLVE

Hi @MMetros5,

 

This is unfortunately not possible in HubSpot. In workflows, associations of any kind can't be specified by first or last (deal associated with a company created first, task association with a contact created last etc.). It's currently a limitation of the product.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Search for Latest Task Fields in Workflow for Contact

SOLVE

Hi @MMetros5,

 

This is unfortunately not possible in HubSpot. In workflows, associations of any kind can't be specified by first or last (deal associated with a company created first, task association with a contact created last etc.). It's currently a limitation of the product.

 

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.