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HubSpot | How to update the "Last Sent SMS" and "Last Received SMS" contact fields via workflows

  • Updated

"Hmmmm. When was the last time I spoke to Jim...?"

To stay across the level of engagement you have with your contacts, it's helpful to be able to see at a glance when they last received a message from you, or you received one from them.

Here's how you can do that using a workflow:

1. Create a new Contact-based workflow

2. Set your enrollment trigger to:

  • "SMS for HubSpot: SMS sent" after a certain date (e.g. today)

OR

  • "SMS for HubSpot: SMS received" after a certain date (e.g. today)

Do this by selecting either "SMS for HubSpot: SMS sent" or "SMS for HubSpot: SMS received" as the enrollment trigger, then clicking on "Occurred" and selecting "is after" and then a date:

Screenshot_2023-03-15_at_12.27.29_pm.pngScreenshot_2023-03-15_at_12.31.01_pm.png

 

You can also add another trigger for inbound/outbound MMS by clicking on "OR" and then selecting the "SMS for HubSpot: MMS sent" or "SMS for HubSpot: MMS received" trigger:

Screenshot_2023-03-15_at_12.36.53_pm.png

 

3. Add an action to "Set property value"

Screenshot_2023-03-15_at_12.33.13_pm.png

4. Choose either "Last sent SMS" or "Last received SMS" depending on your triggers

5. Set the date as "Date of step"

Screenshot_2023-03-15_at_12.39.39_pm.png

6. Save and publish your workflow.

 

What happens next?

With both of these Sent/Received workflows in place, the "Last sent SMS" and "Last received SMS" fields on the contact record will update with the date that the last SMS was sent/received. Now you can easily see how long it's beed since you've had any contact with your contacts.

 

 

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