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:
Integration source
Object containing the date field
API name of the date field
3. Finding API Field Names
Salesforce
Documentation: View Salesforce API Names
HubSpot
To find internal field names in HubSpot:
Go to Settings
Navigate to Properties
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:
Using Date Properties in Reports
Create a new goal
Select the action "[Object Name] Property Changed"
Add filters for the specific property you want to track
Use this goal in your reports and analyses
Best Practices
Plan Your Tracking
Identify critical date fields before setup
Ensure API names are correct
Document which fields you're tracking
Monitor Sync Status
Check data after 24 hours
Verify action formatting
Ensure goals are capturing data correctly
Report Creation
Create separate goals for different date properties
Use clear naming conventions
Test reports with new goals
Troubleshooting
If data isn't appearing:
Verify the API field name is correct
Wait 24 hours for sync completion
Check if the date field contains data
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
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