HubSpot Ideas

julieta

Add contact properties for call activity

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"

36 Comentarios
tawneesaun
Miembro

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

danieldirks
Participante

This is highly needed for our company!

Estado actualizado a: Being Reviewed
mfreiert
Equipo de producto de HubSpot

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
Miembro

Upvoted and commenting to receives email updates.

Gattooze
Miembro

@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
Participante

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

cassan
Participante

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
Miembro

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
Miembro

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
Miembro

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
Participante

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 

JackWyndham
Participante

Any update on this HubSpot? Increased functionality on measuring calls would be amazing! 

ClowninAround
Participante

Update?

DGaylord
Miembro

Update? 

 

This seems like a neccessary feature. Otherwise, we might churn off Hubspot 

MartinK
Colaborador

Quite unbelieveble that activity based workflows still don't exist. We can't tell whether last contacted was email, meeting or phone call... Say no more !

Hopefully their new AI feature will fix this !!

DUli
Miembro

Update ? (perhaps if we say it enough they will finaly change it)