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PrevVal Documentation

Your comprehensive guide to capturing and tracking previous values in HubSpot. From installation to advanced usage

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Get Started with PrevVal

From installation to advanced usage, we've got you covered with detailed guides and examples to help you make the most of PrevVal.

Quick Start

Quick Start Guide

Get up and running with PrevVal in minutes. Follow our simple installation guide and start tracking property changes immediately.

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Documentation

Complete Documentation

Detailed guides, configuration examples, and best practices for implementing PrevVal in your HubSpot workflows.

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Support

Expert Support

Need help? Our support team is here to assist you every step of the way with setup, configuration, and troubleshooting.

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See It In Action

See PrevVal in Your HubSpot Workflow

Here's exactly how PrevVal appears in your HubSpot workflows and how to configure it properly.

⚠️ Always use internal property names, not property label names

Use "city" not "City" • "dealstage" not "Deal Stage" • "amount" not "Deal Amount"

File Edit Settings View Help

1. Set Previous Property Value

Updates a specified property with a previous value of the selected property provided by the user.

✓ Correct: Using internal name "city"

✓ Correct: Using internal name "previous_city"

1. Set Previous Property Value

This action allows you to get a previous value and update a property specified by the user.

What This Example Shows

Configuration Fields:

  • • city - Internal name (not "City" label)
  • • previous_city - Where to store previous value
  • • Batch Request checkbox for bulk operations

Remember:

  • • Always use internal property names
  • • Find these in Settings → Properties → Internal name field
  • • Using display names will cause PrevVal to fail
Installation & Setup

Getting started with PrevVal is incredibly simple - just one click to install!

Prerequisites

1. Prerequisites

  • • Active HubSpot account
  • • Admin access to HubSpot
  • • HubSpot plan with Workflows
Installation

2. Installation

Click Install. You'll be redirected directly to HubSpot's secure OAuth authorization page to connect the app.

Confirmation

3. Confirmation

Once authorized, you'll receive a success message. Then you're ready to start tracking previous values!

Detailed Installation Steps

Step 1: Get Your Free Plan

  • Start with our Forever Free plan - no credit card required
  • Confirm you have Admin access to your HubSpot portal
  • Check that your HubSpot plan includes Workflows

Step 2: Installation Process

  1. Click the "Install PrevVal" button on our homepage
  2. You'll be redirected directly to HubSpot's OAuth authorization page
  3. Review and accept the permissions request in HubSpot
  4. Wait for the success confirmation message

Step 3: Start Using PrevVal

After successful installation, you can immediately:

  • See "Set Previous Property Value" action available in your HubSpot workflows
  • Begin tracking property changes across Contacts, Companies, Deals, Tickets & Leads
  • Process up to 500 requests per day with your Free Forever plan
  • Contact our support team if you need assistance
How to Configure PrevVal in Workflows

Setting up PrevVal is simple - just add it to any HubSpot Workflow Objects (Contact, Companies, Deals, Tickets, & Leads) and specify which properties you want to track.

Configuration Steps

1

Add PrevVal Action

In your HubSpot workflow, click "+" to add an action, then select "Set Previous Property Value" from the PrevVal app integrations.

2

Configure "Get" Property

Enter the internal property name you want to track in the "InternalPropertyToGet" field. For example, use "amount" for Deal Amount.

3

Set "Update" Property

Enter the internal property name where you want to store the previous value in the "InternalPropertyToUpdate" field. For example, use "previous_amount" for Previous Amount.

4

Optional Batch Processing

Check "Is Batch Request" if you want to process multiple records at once. This is useful for bulk operations or when updating many records simultaneously.

See PrevVal in Action

Watch how to configure PrevVal
Back to workflows
File Edit Settings View
Set Previous Property Value

Updates a specified property with a previous value of the selected property provided by the user.

1
Add Action
2
Set Get Property
3
Set Update Property
4
Save Configuration

Common Internal Property Names

Deal Amount: amount
Deal Stage: dealstage
Close Date: closedate
Priority: hs_ticket_priority

Important Considerations

  • Always use the internal property names in workflows
  • Create properties before setting up workflows
  • Test workflows with a single record first

Best Practices

  • Group related property tracking in one workflow
  • Use clear naming conventions for workflows
  • Add notes to document workflow purpose
Rate Limits & Processing

Understanding PrevVal's processing limits and optimization strategies

Free Forever

Free Forever Plan

• 200 requests/day
• Email Support
• Contacts, Companies, Deals, Tickets, & Leads
• No Time Limits

Professional

Professional Plan

• 1,000 requests/day
• Priority support
• Contacts, Companies, Deals, Tickets, & Leads
• No Time Limits

Enterprise

Enterprise Plan

• 5,000 requests/day
• Dedicated Support
• Contacts, Companies, Deals, Tickets, & Leads
• No Time Limits

Custom

Custom Plan

• 5,000+ requests/day
• Dedicated Support
• Contacts, Companies, Deals, Tickets, & Leads
• No Time Limits

Workflow Examples

Example workflows for tracking property changes across different HubSpot objects

Contact Properties

Contact Properties

Track changes to contact lifecycle stages and lead status.

Workflow: Contact Change Tracking Trigger: Contact property changes Branch 1: Lifecycle Stage IF: lifecyclestage changes THEN: PrevVal Action Property: lifecyclestage Store in: previous_lifecyclestage Branch 2: Lead Status IF: hs_lead_status changes THEN: PrevVal Action Property: hs_lead_status Store in: previous_lead_status

Common Properties:

  • hs_lead_status → previous_lead_status
  • lifecyclestage → previous_lifecyclestage
Deal Properties

Deal Properties

Monitor changes in deal stages and amounts.

Workflow: Deal Change Tracking Trigger: Deal property changes Branch 1: Deal Stage IF: dealstage changes THEN: PrevVal Action Property: dealstage Store in: previous_dealstage Branch 2: Deal Amount IF: amount changes THEN: PrevVal Action Property: amount Store in: previous_amount

Common Properties:

  • dealstage → previous_dealstage
  • amount → previous_amount
Ticket Properties

Ticket Properties

Monitor support ticket status and priority changes.

Workflow: Ticket Change Tracking Trigger: Ticket property changes Branch 1: Ticket Status IF: hs_ticket_status changes THEN: PrevVal Action Property: hs_ticket_status Store in: previous_ticket_status Branch 2: Priority IF: hs_ticket_priority changes THEN: PrevVal Action Property: hs_ticket_priority Store in: previous_ticket_priority

Common Properties:

  • hs_ticket_status → previous_ticket_status
  • hs_ticket_priority → previous_ticket_priority

Ready to start tracking previous values?

Install PrevVal today and start capturing valuable property change data in your HubSpot workflows. Our team is here to help you every step of the way.

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