Report

See everything that happened with a HubSpot contact

For sales reps picking up a relationship who want the history and open promises in one timeline, by asking their AI assistant.

HubSpot contact activity timeline

Show me everything that has happened with jordan@fabrikam.com in HubSpot over the last 60 days.

Jordan Lee had 14 interactions in 60 days, the last a call on 3 October. - 3 October: call, agreed to send revised pricing - 24 September: lifecycle stage changed from Lead to Opportunity - 18 September: pricing page form submitted - Open task: send revised pricing, 2 days overdue Want the full timeline?

HubSpot

Sample figures. Your results come from your own account.

hubspot-get-contacts

hubspot-get-emails

hubspot-get-calls

hubspot-get-meetings

hubspot-get-notes

hubspot-get-contact-form-submission

hubspot-get-event

hubspot-get-contact-property-history

hubspot-get-tasks

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

HubSpot

Run it on your own HubSpot data.

Connect HubSpot, pick your AI tool and paste the prompt.

The problem

A contact's history is scattered across a long timeline

A contact's history in HubSpot is split across emails, calls, meetings, notes, forms, page events and field changes. Working out what happened last and what was promised means scrolling and reading every entry.

Without PopdockAI

Scroll the contact timeline entry by entry
Open emails, calls and notes to read them
Check property history for stage changes
Piece together what was promised

With PopdockAI

Emails, calls, meetings, notes, forms, events and tasks are gathered
Everything is ordered newest first with one line summaries
Stage changes show old and new values, and overdue tasks are marked
A read out covers engagement and what was promised, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt

**Objective:** Build a dated timeline of every interaction with the contact whose email is `{contact-email}`, over the last `{lookback-days}` days (default 60).

**Step 1: Identify the contact**

Call `hubspot-get-contacts` with `email` = `{contact-email}`. If nothing matches, retry with `email.contains`. If several match, list them and stop. Keep the contact's `record-id`, name, company and owner.

**Step 2: Gather activity in the window**

Call each of these with `contact-id` = the record-id and the date range for the window:

* `hubspot-get-emails` (activity-date)
* `hubspot-get-calls` (activity-date)
* `hubspot-get-meetings` (meeting-start-time)
* `hubspot-get-notes` (activity-date)
* `hubspot-get-contact-form-submission` (date)
* `hubspot-get-event` (occurred-at)
* `hubspot-get-contact-property-history` (changed)

Then call `hubspot-get-tasks` with `contact-email` = `{contact-email}` to find open and completed tasks.

**Step 3: Report**

* **Header:** name, job title, company, lifecycle stage, lead status, owner.
* **Timeline:** one table, newest first: date, type (email in/out, call, meeting, note, form, page view, field change, task), one-line summary, who logged it.
* **Field changes:** list lifecycle stage and lead status changes with old and new values and source.
* **Open tasks:** title, due date, overdue yes/no.
* **Read-out:** 2 to 3 sentences on how engaged the contact is and what was last promised or asked.

**Rules & Guidelines:**

* This prompt is read-only. Do NOT call any write tool: `hubspot-add-contact`, `hubspot-add-company`, `hubspot-add-deal`, `hubspot-add-ticket`, `hubspot-update-contact`, `hubspot-update-company`, `hubspot-update-deal`, `hubspot-update-ticket`, `hubspot-add-contact-note`, `hubspot-add-company-note`, `hubspot-add-deal-note`, `hubspot-add-ticket-note`.
* Summarize email and note bodies in one line; do not paste them in full.

**Validation:**

* If the contact is not found, stop and say so.
* If every activity source is empty, report "No recorded activity in the last N days" and give the contact's last activity date from the contact record.

Who it's for

One answer, three teams that use it

Account executives

Pick up a relationship mid stream

Inherit a contact and know what happened last and what was promised, in one answer.

What has happened with priya@contoso.com in HubSpot over the last 90 days, and what did we promise?

Customer success managers

Prepare for a check in

See recent calls, meetings and open tasks for a contact before you talk to them.

Show me the HubSpot timeline for dana@northwindtraders.com for the last 30 days.

Sales managers

Review how a contact is being worked

See the activity and any lifecycle stage changes on an important contact before a deal review.

Has tom.reyes@fabrikam.com's lifecycle stage changed this quarter, and what activity led to it?

How it works

What PopdockAI does when you ask

You give an email address and a lookback period, and your AI assistant builds one dated timeline from HubSpot. It only reads.

Ask

You give an email address and a lookback period.

Your AI tool

Gather

It collects emails, calls, meetings, notes, forms, events, field changes and tasks.

hubspot-get-contacts

hubspot-get-emails

hubspot-get-calls

hubspot-get-meetings

hubspot-get-notes

hubspot-get-contact-form-submission

hubspot-get-event

hubspot-get-contact-property-history

hubspot-get-tasks

Order

It builds one timeline, newest first, with stage changes and overdue tasks marked.

No items found.

Report

You get the timeline and a read-out of engagement and what was promised.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for HubSpot and one secure connection to your AI tool. No code, no exports.

get-data

hubspot-get-contacts

Returns contact records from HubSpot CRM, with email, phone, company, lifecycle stage, lead status, owner and location from the HubSpot connector. Filter by company id, state region, contact owner, email, last name, create date, company name, record id, lifecycle stage, lead status.

get-data

hubspot-get-emails

Returns one-to-one sales emails logged in HubSpot, with subject, direction, status, sender, recipients and associated records from the HubSpot connector. Filter by email to address, contact id, email from address, email send status, email subject, activity date, email direction, activity assigned to.

get-data

hubspot-get-calls

Returns calls logged in HubSpot, with direction, status, outcome, duration and the associated contact, company and deal from the HubSpot connector. Filter by call status, call title, activity assigned to, call direction, company id, activity date, contact id.

get-data

hubspot-get-meetings

Returns meetings logged in HubSpot, with name, start and end times, outcome, location and associated records from the HubSpot connector. Filter by activity assigned to, contact id, company id, deal id, meeting start time, meeting name, meeting outcome.

get-data

hubspot-get-notes

Returns notes logged against HubSpot records, with a body preview, owner and associated records from the HubSpot connector. Filter by activity date, company id, deal id, contact id, body preview, ticket id, activity assigned to.

get-data

hubspot-get-contact-form-submission

Returns form submissions made by contacts, with the form, page and date from the HubSpot connector. Filter by date, title, contact id, form id.

get-data

hubspot-get-event

Returns contact activity events (page views, form submissions, list changes) with the contact and page involved from the HubSpot connector. Filter by title, form id, type, contact id, occurred at.

get-data

hubspot-get-contact-property-history

Returns changes to contact properties, with old and new values, when and from what source from the HubSpot connector. Filter by contact id, changed, property name, property label, source type.

get-data

hubspot-get-tasks

Returns tasks in HubSpot, with title, status, priority, type, due date, assignee and related contact from the HubSpot connector. Filter by assigned to, is overdue, due date, task title, task status, task type, contact email, priority.

Read only.Nothing in HubSpot Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

The outcome

Know what happened last and what is still owed

Related use cases

More ways to put this data to work

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Learn More

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HubSpot team activity report

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HubSpot contact 360 with Constant Contact email activity

Ask your AI for a contact 360 across HubSpot and Constant Contact and it combines owner, tickets and deals with email permission, lists and recent activity.

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Log a HubSpot meeting follow-up

Ask your AI to log a HubSpot meeting follow-up and it notes the outcome on the deal, contact and company and moves the deal stage after you confirm.

Learn More

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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