Adding automatic email dates to Leads

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Posted on by LuisS

Hello folks,

I am trying to create a field in the lead form that shows when the first email was sent to that lead and another for the most recent email.

I can see that info in an individual search in the email table or in the timeline but the intent is to have this as a stand alone metric so we can measure time to close without manual intervention.

Any tips on how to do that? I assume there would need some pre-work for that potentially creating relationships between tables and calculated metrics but I am having a hard time wrapping my head around that.

Luis

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RE: Adding automatic email dates to Leads

Hi LuisS,

You can use power automate to create a flow to update two fields, one showing when the first email was sent to that lead and other for the most recent email.

Step 1: Create two fields, for example, first email 0323 and recent email 0323 in the lead form.

Step 2: Set trigger:

Trigger the flow when one Email Messages record has been created.

Step 3: Set Condition:

Regarding is a unique identifier for the object associated with the email, so you can use it as condition to get the email in the lead form.

Step 4: Add ‘List rows’ action:

The 'Senton' field is not empty and is sorted in ascending order, you can get the first email record.

Step 5: Add ‘Update a row’ action:

Update first email 0323 and recent email 0323 fields with value from Step4.

Result:

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