Adding incremental bits of data to a contact

SOLVE
jeffnewy
Member

Hi.  Using Hubspot to collect data on my clients already.

I'd like to collect data on time spent working for them, and collate it into a hubspot field as a running average of time spent on them.  Which means i'd need to record time for each service, then average the current and historical times, then insert that data to a hubspot field.

 

can anyone suggest a simple way to do this, i guess using an external form, and then perhaps using zapier to send fill in the hubspot field?   only need to keep the updated average in hubspot.

 

thanks

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2 Accepted solutions

Accepted Solutions
Mike_Eastwood
Solution
Key Advisor | Gold Partner

Hi @jeffnewy 

 

You could create a Ticket in HubSpot, assign it to your Contact, and log the time in a Custom Property in the Ticket.

 

Tasks would be ideal but they aren't very flexible.

 

For our agency we use an external (outside HubSpot) ticketing system.

 

Have fun

Mike

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karstenkoehler
Solution
Most Valuable Member | Partner

Hi @jeffnewy,

 

There are a few time and expense tracking apps which integrate with HubSpot. for example PSOhub. There are also tools like Clockify (picks up the name of ticket records), TMetric (timer button for HubSpot tasks) or Hourstack (also for tasks) which seem to work well with HubSpot. Would one of these work?

 

In my opinion, with a workaround using a form or a custom property to log time, the chance for human error increases. Unless you want to build custom reports in HubSpot (which aren't available in the free CRM), I don't see any added value to capturing and storing this information in HubSpot. A Zapier solution would be complex and prone to error, an actual external time tracking solution much more accurate, easy to use and better for reporting.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
Mike_Eastwood
Solution
Key Advisor | Gold Partner

Hi @jeffnewy 

 

You could create a Ticket in HubSpot, assign it to your Contact, and log the time in a Custom Property in the Ticket.

 

Tasks would be ideal but they aren't very flexible.

 

For our agency we use an external (outside HubSpot) ticketing system.

 

Have fun

Mike

View solution in original post

0 Upvotes
karstenkoehler
Solution
Most Valuable Member | Partner

Hi @jeffnewy,

 

There are a few time and expense tracking apps which integrate with HubSpot. for example PSOhub. There are also tools like Clockify (picks up the name of ticket records), TMetric (timer button for HubSpot tasks) or Hourstack (also for tasks) which seem to work well with HubSpot. Would one of these work?

 

In my opinion, with a workaround using a form or a custom property to log time, the chance for human error increases. Unless you want to build custom reports in HubSpot (which aren't available in the free CRM), I don't see any added value to capturing and storing this information in HubSpot. A Zapier solution would be complex and prone to error, an actual external time tracking solution much more accurate, easy to use and better for reporting.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

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