Leads Inbox: One column for overall last activity/email date?

Jake Kushner (JLK)
Jake Kushner (JLK) Member Posts: 44
First Answer 5 Up Votes First Anniversary 5 Likes
edited May 2023 in Sales CRM #1

Caveat: this post deals w/ one-on-one emails sent to leads, not those sent via automations/campaigns in bulk.

With the Leads inbox, I'm aware that you can turn on/off various "last ___ date" columns for people and orgs, e.g. last email sent, last activity date, etc.. but is there any way to have a single column that represents the overall last contact/activity of any kind on a lead? It doesn't really matter whether it was a call vs. an email vs. some other activity.. contact is contact, and when you are triaging leads that you haven't followed up with recently, it's annoying to have to compare 3-4 date columns.

Does anyone have any workarounds to this? Or does anyone know if there is any workaround to trigger an automation or even external webhook when an email is sent on a Lead so that you can update a custom date field?

Answers

  • Jake Kushner (JLK)
    Jake Kushner (JLK) Member Posts: 44
    First Answer 5 Up Votes First Anniversary 5 Likes
    edited May 2023 #2

    To anyone who finds this, I figured out a workaround. Here's the high level approach... It will only work if you have one lead per org in your typical sales process.

    1. Create a Person filter, with the following settings (customize per your labels/account structure - the important part is the date fields)

    You might also want to use "Activity - Marked as Done Time" depending on your needs if you want to update the date field when an activity is completed too.

    2. Create a Zapier zap with the trigger "Person matches filter" and select the filter you create in step 1

    3. Use the Zapier action "Find Leads" to locate deals w/ the organization id = the org id of the person who triggered the zap originally in your trigger step

    4. Use the "Update Lead" zapier action to update your custom field being used to keep track of the last real touch/contact date.

    Note that for us, for some reason, step 3 "Find Leads" never seems to work right so we actually have a code step which manually queries the Get All Leads api (docs) and gives an organization_id to filter on.