Jan 20, 2023 7:12 AM - edited Jan 20, 2023 10:11 AM
More info in the first comment below 👇
Jan 23, 2023 2:16 PM
This is very intersting @Ferran , we've used similar custom properties to create count metrics, but not specifically for calls. I'm curious, once you have this data, what type of reporting are you using it for?
Jan 20, 2023 9:59 AM - edited Jan 20, 2023 10:06 AM
· Hubspot doesn't allow natively to count the number of calls in a contact, or a deal.
Current options that Hubspot natively counts sales activities in contacts and sales are : number of times contacted (which includes calls, chats, meetings, emails, etc...) and number of sales activities (which includes all the fields in number of times contacted + tasks, notes and other activities)
· Hubspot does keep a record of activities related to a contact or a deal BUT they don't allow to use count of activities as a filter in reports (only as filters) which is pretty useless if you want to pull something like (show me deals with less than 3 calls). Also reportings based on activities are much less convenient that running those reports based on contacts or deals.
We will use workflows to count calls count on contacts and deals.
Pre-requisites: Use a 3rd party phone integration that has a "last call timestamp" or similar field in Hubspot
Step 1: Create a property "Count of calls" in contacts
Step 2: Create a workflow to increase "Count of calls" by 1 each time there is a new timestamp for a call.
Please note that you need to reenroll contacts when the field is known.
If you only needed to have this count on contacts, you are finished! If you need to copy the count to deals, continue to the next steps:
Step 3 Create two properties on deals : Count of calls and Updated count of calls from contacts.
Step 4: Create 2 workflows to copy count of calls from contacts to deals.
First workflow checks if there is an associated deal, and if true, checks if the deal has already count of calls set. If the deal doesn't have any count of calls yet (for example, when the contact already has some calls BEFORE the deal was created), it copies the value of count of calls. If the deal already has count of calls, it updates the field updated count of calls.
Second workflow increases the count of calls by 1, if count of calls was al based on the previous workflow branch) . The reason a second workflow is needed is because Hubspot doesn't natively allow to increase/decrease a property count if it's contact based.
Hope that helps to anyone! Happy to answer to questions if it needs clarifying
Jan 20, 2023 4:03 PM
Nice solution @Ferran. Definitely an interesting use for those brands counting calls made (or recieved) for accounts they're working (companies) or contacts as well.
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