Deal: Expected Closing Date

planejamento_acp
planejamento_acp Member Posts: 1

I am looking for a way to create a report that shows the number of times a business has had its expected closing date changed. I have not been able to retrieve this information through the API. Does anyone have an idea of how I can obtain this information in a massive way?

Answers

  • Jake Kushner (JLK)
    Jake Kushner (JLK) Member Posts: 44
    First Answer 5 Up Votes First Anniversary 5 Likes

    As far as I know, there's no way to get changelog data via api. See this question from the developer community:

    You can of course see this information on a deal by deal basis by opening the deal and selecting the Changelog tab in the history section:


    If you need to keep a count in a way you could access via api, you could try

    1. Create a custom field called "Expected Close Change Count" or similar on Deals
    2. Either use Zapier or Integromat to increment this field's value when a deal update event fires, and check that the expected close date has changed


  • Dedsall
    Dedsall Member Posts: 1
    First Comment

    I do not see the "history" option in my CRM

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT

    You should be able to set this up using Make/Integromat.