This guide explains how to automatically track the date when a record (deal, contact, or company) moves from one status to another in folk.
Overview
Tracking status change dates helps you:
Measure pipeline progression
Analyze conversion timelines
Build more accurate dashboards
This is done using an automation available through the Hub.
Step 1: Get access to folk's Hub
The Hub is a platform that allows you to:
Track status changes
Create automations
Set up integrations
👉 If you don’t have access yet, contact our team to enable it.
Step 2: Open the “Track Status Date” automation
Once you have access:
Open the Hub via the shared link
Navigate to “Track status date”
Start configuring your automation
Step 3: Configure the automation
You’ll need to define:
Group → the group where your data lives (e.g. “Sales Pipeline”)
Entity type → People, Companies, or Deals
Status field → the field you want to track (e.g. “Status”)
Example:
You select a Deals group with a status field containing:
Qualified
Proposal Sent
Closed Won
Closed Lost
Step 4: Create date fields in folk
For the automation to work, you must create one date field per status value in folk.
👉 Naming convention (required):
Date - {Status Name}
Examples:
Date - QualifiedDate - Proposal SentDate - Closed WonDate - Closed Lost
How to do it:
Go to your group in folk
Create a new field → select Date
Name it following the format above
Step 5: Refresh and activate
Return to the Hub
Refresh the fields
Your newly created date fields will appear
Save and activate the automation
Step 6: How it works
Once active:
Each time a record’s status changes → the corresponding date field is automatically filled
The date recorded = the moment of the status change
If a status is updated again → the date field is overwritten with the latest date
Example
A deal moves to “Proposal Sent”
→Date - Proposal Sentis filled automaticallyLater, it moves to “Closed Lost”
→Date - Closed Lostis filledIf it moves again
→ The corresponding date field updates
Important notes
If a status does not have a corresponding date field → nothing will be recorded
Field names must match status values exactly
Changes may take a few moments to appear (refresh if needed)