Last Activity

[MRodrigues8]

Hello,

I'm trying (w/o success) to create a workflow that records (or overwrites) the date in a property whenever an (internal) agent sends an email or register a specific type of call activity in the ticket (Outbound call). (I don't want the date to be updated when receiving an email from a customer in the ticket. - So the "Last Activity Property" does not work)
 

In other words, I want to know the last activity done by my agent - Outbound calls and e-mails ( and not by the client Inbound Calls and Emails)

Can you help me with that?

Sales Hub Enterprise

[MRodrigues8]

Good morning! Adding some information, it would be important, to enhance our ticket prioritization process, set that property as "datetime", not just date - is that also possible?

[DianaGomez]

Hello @MRodrigues8,

Thank you for providing all the details about your question.

It sounds like you're trying to create a workflow that updates a date property specifically when an internal agent sends an email or registers a specific type of call activity (Outbound call) in a ticket.  This is indeed an excellent question. 😊

To provide you with the most accurate solution, let's consult with our experts who specialize in HubSpot workflows and ticket management. 

Hi @Lucila-Andimol, @Gilempert, @JuanGomez0818, have you created something similar or do you have a suggestion for @MRodrigues8?

Thank you for your valuable contributions, and I wish you a delightful weekend! 

Best regards,

Diana