I want to be able to track and count the calls made per contact.
My process requires that I assign tasks/workflows depending upon the number of calls made to each contact.
While the property 'Number of Times Contacted' exists, it tracks a mix of calls and emails. I am sure it is not difficult to track only the number of calls as well. It will not only make life much easier but also give some valuable insights pertaining to efficiency of the calling process.
I'm having the same dilemma. I just attempted to make a workflow to increment the number of calls made on a given contact, however, per this article, it appears: "activities and activity properties cannot be used for re-enrollment in any type of workflow."
With this said, I'm not even sure how one could do a workaround on this.
It's a bit ridiculous this isn't already baked into the platform - along with a complementary property of 'Number of sales emails'.
I agree that this is something we should be able to track. We should also be able to filter by call type/outcome. So if I want to be able to filter all contacts that have received less than "x" number of calls with call type "y" and outcome "z." This is critical for teams engaged in outreach, who need to make sure that they aren't overcalling or undercalling.
I'm sure there's tons of differnet ways to solve this issue, although it feels like a relatively simple option would be to give the option to select something like: "The most recent activity has" option instead of the "At least one associated Activity" option.
If I could just call the last activity type, then pretty sure a workflow that added a step to a customer field would do the trick.
Has there been any development on this? Would be great if Hubspot can implement something. I spoke to an agent who said HubSpot have known about this for a few years now and haven't done anything (Still in development), whatever that means.
This is something we're looking for as well. The WF criteria doesn't allow you to qualify a contact/ company for each call added to the record, so we can't create our own counter in HubSpot.
Seems like a pretty simple update to be able to know that a call has been added to the record in the last x days and use that to increase the counter.
I have a work around for this, using lists and workflows but it is only a real solution if you only make a maximum of one call to a contact per day.
1. Make a list called, "Calls made in the last 24 hours" with the following activity filters:
"Activity type is call" and "Create date is less than a day ago"
2. Make a contact property called "Number of calls made" or something similar
3. Create a workflow with reenrolment enabled that looks like this:
You can do a similar thing with amount of emails, and also add a step onto the workflow to add a time stamp to a "Last called" property.
As mentioned, this is only a solution for once a day calls, eg: if you call a contact 5 times in one day it will not log 5 calls but only 1. Still, this is the best workaround I could find.
