Lists, Lead Scoring & Workflows

GHunt5
Participant

Last Call to Action

SOLVE

If I create a custom field called "Last Call to Action" would it be possible to have that field populated with the last action a lead took to enter our system again i.e. form fill, live chat, campaign enrollment, etc

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1 Accepted solution
paulschmidt
Solution
Contributor | Elite Partner
Contributor | Elite Partner

Last Call to Action

SOLVE

This is possible but you'd need to create a custom workflow to keep this custom property updated.

 

Out of the box, these properties show you what was completed most recently:

Last touch converting campaign

Last page seen

Recent conversion

 

Definitions of these fields are here:

https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

 

If you created one more custom field called 'recent event completed', and then have that field be updated via workflow with the most recent value from one of those 3 properties, that would mostly cover what you had in your question.  

 

HubSpot workflows are very customizable depending on what you are looking to see. 

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3 Replies 3
paulschmidt
Solution
Contributor | Elite Partner
Contributor | Elite Partner

Last Call to Action

SOLVE

This is possible but you'd need to create a custom workflow to keep this custom property updated.

 

Out of the box, these properties show you what was completed most recently:

Last touch converting campaign

Last page seen

Recent conversion

 

Definitions of these fields are here:

https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

 

If you created one more custom field called 'recent event completed', and then have that field be updated via workflow with the most recent value from one of those 3 properties, that would mostly cover what you had in your question.  

 

HubSpot workflows are very customizable depending on what you are looking to see. 

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GHunt5
Participant

Last Call to Action

SOLVE
How would you take the most recent value out of those 3 fields to populate
a recent event completed?
0 Upvotes
paulschmidt
Contributor | Elite Partner
Contributor | Elite Partner

Last Call to Action

SOLVE

If those 3 values are the starting criteria of the workflow, and if you have re-enrollment setup, then whenever one of those values is updated, then it copies it to the 'recent event completed' custom field. This is assuming that those 3 values can be used as re-enrollment criteria (which I'm fairly confident they can be used in that fashion).

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