Add contact properties for call activity

julieta

In case our telemarketer team wants to filter their daily phone activity we need an automated property based on their phone activity, i.e. "Last phone date"

31 Replies
tawneesaun
Member

This would be a great tool to have, the more info we can use and filter for reporting the better.

danieldirks
Participant

This is highly needed for our company!

Status updated to: Being Reviewed
mfreiert
HubSpot Product Team

We're exploring this a bit more, but in the mean time, a potential solution should be possible through workflows. I've attached a quick example workflow here.


levi_davis
Member

Upvoted and commenting to receives email updates.

Gattooze
Member

@kchubs There are some serious concerns wrt to the tracking the sales activities for contacts and deals. Given that there is an entire platform and package dedicated to sales here, please help with these properties/features. 

 

- Last call date

- Last call connected date

- Number of calls

- Number of connected calls
- Re-enrollment in workflows based on call activity

 

Most of the competitive platforms such as Zoho, LeadSquared amongst others provide these features and it is slowly becoming a big impediment in the progress.

JackWyndham
Member

Very keen to see this filter, please! Any progress on the review? Unfortunately your suggested workaround trigger does not support re-enrollment.

cassan
Participant

It would really help our team to be able to have a last called date that we can use for making lists (e.g. last called date was greater than 3 days ago)

It would also be really helpful to know number of times we've called each lead. 

All of these would be amazing: 

- Last call date

- Last call connected date

- Number of calls

- Number of connected calls
- Re-enrollment in workflows based on call activity

YConnecteam
Member

Second that. In general when reveiwing contacts, it would be great to know:
First call attempt

Second call attempt

Call done

Etc.
So in the list view of contacts you can easily navigate your prioritization. currently we are doing it manually with custom fields

JonKritikVP
Member

Need this badly. It is extremely important for us to track the last time a lead or customer has been called so the Last Contacted or Last Activity date provides little to no value.

jpw017
Member

This is table stakes.  Basic, basic functionality that should exist.  I'm having difficultly communicating to our CEO why this isn't available in a CRM.  It's an obvious and easy addition to unlock value...

pnastaean1
Member

Yes, this is definetly a needed feature. It would be nice to have last call connected date, last email date seperated instead of grouped into 1