Track Date Properties

Converting CRM Date Fields to Actions in HockeyStack

Overview

Many important business events in CRM and Marketing Automation systems are stored as date fields rather than actions. HockeyStack's "Track Date Properties" feature converts these date fields into trackable actions, enabling better reporting and analysis.

Supported Integrations

Currently available for:

• Salesforce

• HubSpot

• Marketo

Setup Process

1. Access the Settings

Navigate to: Settings > Reporting & Tracking > Track Date Properties

2. Required Information

You'll need to specify:

1. Integration source

2. Object containing the date field

3. API name of the date field

3. Available Objects by Integration

Salesforce Objects

Object	Description
Lead	Pulls from both Lead and Contact
Deal	Pulls from Opportunity
Company	Pulls from Account
Campaign Member	Pulls from CampaignMember

HubSpot Objects

• Contact

• Company

• Deal

Marketo Objects

• Lead

4. Finding API Field Names

Salesforce

• Documentation: View Salesforce API Names

HubSpot

To find internal field names in HubSpot:

1. Go to Settings

2. Navigate to Properties

3. Look for the "Internal name" column

Marketo

• Documentation: Export Marketo API Field Names

Data Synchronization

Sync Schedule

• Date properties sync every 24 hours

• New data won't be immediately available after setup

Action Format

When synced, date properties appear as actions with the following structure:

Timestamp: [Value of the date property]
Entity: [Object Name] Property Changed
Action Properties:
  - property: [API Name of the property]
  - old_value: empty
  - new_value: [Value of the date property]

Using Date Properties in Reports

1. Create a new goal

2. Select the action "[Object Name] Property Changed"

3. Add filters for the specific property you want to track

4. Use this goal in your reports and analyses

Best Practices

1. Plan Your Tracking

   • Identify critical date fields before setup

   • Ensure API names are correct

   • Document which fields you're tracking

2. Monitor Sync Status

   • Check data after 24 hours

   • Verify action formatting

   • Ensure goals are capturing data correctly

3. Report Creation

   • Create separate goals for different date properties

   • Use clear naming conventions

   • Test reports with new goals

Troubleshooting

If data isn't appearing:

1. Verify the API field name is correct

2. Wait 24 hours for sync completion

3. Check if the date field contains data

4. Verify object permissions in your CRM

Limitations

• Only available for Salesforce, HubSpot, and Marketo

• 24-hour sync delay

• Historical data limitations may apply

• Some custom field types may not be supported