Last activity Date on Custom Objects

TM-OML
Contributor

Hi, I've seen this posted a few times and people submitting ideas, however given that the functionality doesn't exist currently, I'm wondering how other people are working around there not being a native last activitydate on Hubspot custom objects?

 

I have a number of custom objects in use, and one that is planned really does need that last updated date to support a business process. I can't see a workflow trigger to write the date into a field upon an activity having been carried out in the custom object like a call or an email, so that doesn't seem to be a usable workaround.

 

In short, I need that last activity date functionality to be achieved somehow in my new custom object - I'm open to any ideas as to how to achieve it!

 

How are people handling this in the real world?

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@TM-OML adding to @trevordjones' reply, you could use a sync property that syncs the last activity date of the most recently updated associated record into the custom object: https://knowledge.hubspot.com/properties/create-sync-properties

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Hi Again @TM-OML - 

 

Receiving calls and emails and participating in meetings are what HubSpot would call "Superpowers" of the Contact object, meaning that is the object that you interact with - a person/contact.  All activities on the Company or Deal record are Inherited from the contacts they are associated with.

 

If you do not have contacts associated with those objects, perhaps you should if they are related?  These associations can be created in bulk using an import or a workflow.

- Trevor
If my post solves your problem, please accept it as a solution.

 

Trevor Jones

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7 Replies 7
ITSV
Participant

I'm going to add our voice here as well. Using a sync field for a corresponding contact is not an ideal solution, specifically because a contact might be associated with multiple custom objects, and we only want to see communications logs/activity that is associated with that specific custom object record.

It feels like it should be simple. It's basically: "Show the last activity date of logs that are associated with this custom object"

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trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Hi Again @TM-OML - 

 

Receiving calls and emails and participating in meetings are what HubSpot would call "Superpowers" of the Contact object, meaning that is the object that you interact with - a person/contact.  All activities on the Company or Deal record are Inherited from the contacts they are associated with.

 

If you do not have contacts associated with those objects, perhaps you should if they are related?  These associations can be created in bulk using an import or a workflow.

- Trevor
If my post solves your problem, please accept it as a solution.

 

Trevor Jones

Consultant II

Process Pro Consulting
mobilePhone
(207) 939-7689
emailAddress
tjones@processproconsulting.com
website
processproconsulting.com
address
Remote from Maine
linkedin
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TM-OML
Contributor

Ah, interesting. Thank you Trevor, how far does that flow? They are associated but not directly.

 

So we have the contact, then the master object which is directly associated with the contact, and these new custom objects I'm talking about are secondary objects that are associated with the master object. So, ultimately associated with the contact but not directly. 

 

It's not strictly relevant for the secondary object to be directly associated with the contact, as really they only relate to the master object, but if it's the only way to do it then we'll find a way somehow to make it work.

trevordjones
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Hi @TM-OML - Sorry I missed your reply here.  The associations would need to be direct.  In other words to see Contact interactions on a Company timeline, the Contact must be directly connected to the Company.

- Trevor
If my post solves your problem, please accept it as a solution.

 

Trevor Jones

Consultant II

Process Pro Consulting
mobilePhone
(207) 939-7689
emailAddress
tjones@processproconsulting.com
website
processproconsulting.com
address
Remote from Maine
linkedin
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trevordjones
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Hi @TM-OML - 

 

Do you have contacts associated to these custom objects?  Since HubSpot records most activity in relation to contacts, I would typically default to wrting your workflows on the Contact object and setting date properties on the associated custom object.

- Trevor
If my post solves your problem, please accept it as a solution.

 

Trevor Jones

Consultant II

Process Pro Consulting
mobilePhone
(207) 939-7689
emailAddress
tjones@processproconsulting.com
website
processproconsulting.com
address
Remote from Maine
linkedin
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@TM-OML adding to @trevordjones' reply, you could use a sync property that syncs the last activity date of the most recently updated associated record into the custom object: https://knowledge.hubspot.com/properties/create-sync-properties

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

TM-OML
Contributor

Hi, thank you, this will certainly help. However, there may be other entries in the contact record that do not relate to the work the custom object relates to. I'd really like to be able to track that last activity, such as a note on the custom object, not a note on the contact record.... any thoughts or is this really as good as I can achieve?

 

Tom