Report for Date Entered into a Sequence based on Lifecycle Stage

[Zenitsu22]

I am currently creating a report that requires me to tag companies based on the date they first entered a specific sequence. 

I currently have a pivot table that measures the number of companies per lifecycle stage (rows). I have filters based on the last sequence enrolled (being the specific sequences I want them to measure)

Now, I want to add the months (columns) which are based on the date the company first entered the sequence

What is the best way to go about it?

[franksteiner79 · Accepted solution]

Hi @Zenitsu22 

Maybe I have missed a product update, but sequences are for contacts only as far as I know.

Can you maybe share a screenshot of your company sequence so we can ascertain what tool/feature you are talking about?

Either way, there is no default "first sequence" date, you would need to create that and set via workflow.

However, my question would be - what are you hoping to see from that? What conclusions does that allow you to draw?

Frank

[franksteiner79 · Accepted solution]

Hi @Zenitsu22 

Maybe I have missed a product update, but sequences are for contacts only as far as I know.

Can you maybe share a screenshot of your company sequence so we can ascertain what tool/feature you are talking about?

Either way, there is no default "first sequence" date, you would need to create that and set via workflow.

However, my question would be - what are you hoping to see from that? What conclusions does that allow you to draw?

Frank

[SanjayKumar]

Hi @Zenitsu22,

HubSpot does not natively store or expose a ‘first time enrolled in sequence’ date at the company/contact level.
You have to create a custom date property ‘First Sequence Enrollment Date’ and use a workflow that triggers on sequence enrollment.

[Zenitsu22]

Any tips on how I should build the workflow?

[SanjayKumar · Accepted solution]

Build a Contact-based workflow

Enrollment trigger: Activity → Enrolled in sequence → choose the sequence(s) you want

Enable Re-enrollment:
Turn on “Re-enroll when enrolled in sequence,” so the workflow evaluates future enrollments, but won’t overwrite the first date.

Add an If/Then branch
IF:
First Sequence Enrollment Date is unknown

THEN:
Set property value → First Sequence Enrollment Date → Date of step
(This stamps the date only once.)

ELSE:
Do nothing.

Push this date to the Company record
If you want reporting at the company level:

Copy property value → From contact → To associated company
Map your new contact date property to a matching company date property.
Add an “only if company property is unknown” check so it doesn’t overwrite.