Update Dates in Funnel Status Based on Changes in Lead Status

Oleksii K. · 2025-10-21 09:13:42.095467+00

If the Funnel status syncing LI column is automatically updated daily and requests the current lead status from automation, the Funnel status syncing LI result column displays its current status. Can I mark (update) the date next to it only if there are changes in the Funnel status syncing LI result column? So, this column is updated daily, but its contents don't change every day. For example, a lead could have had the status "New" yesterday and the same status today. In this case, I want to keep the date the column first assigned the lead the status "New" until it changes to something else, such as "Connection sent." On the day the status changes from "New" to "Connection sent," I want to record the date when this change occurred. In all other cases, I want the date to remain unchanged until the lead status changes.

Update Dates in Funnel Status Based on Changes in Lead Status | Clay

13 comments

· Sorted by Oldest

Clay Support
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To update a date column only when the "Funnel status syncing LI result" changes, use a formula column that checks if the current status differs from the previous value. When a change is detected, set the date to the current day; otherwise, keep the existing date. This approach ensures the date only updates on status changes and remains unchanged if the status stays the same. Set up this logic using conditional runs and formulas in the column’s run settings. [1] [2] [3]
Clay Support
APP
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Is that what you were looking for?
Oleksii K.
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How can this be implemented technically?
Clay Support
APP
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To implement this, add a formula column for the date. Use logic that checks if the current "Funnel status syncing LI result" differs from its previous value. If it changes, set the date to today (e.g., moment().format()); if not, keep the existing date. This ensures the date only updates when the status changes, not on every sync [1].
Clay Support
APP
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Did that answer your question?
Clay Support
APP
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If you need any more help with implementing the date update based on status changes, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific technical challenges you’re facing?
Oleksii K.
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I still can't write a formula that will change the date if there is a change in another column.
Clay Support
APP
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I understand this can be frustrating. I’m connecting you to a human agent who can assist you further with the formula.
Intercom
APP
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Clay Support is sharing a file with you.
Our support team has got your message and we'll get back to you soon! We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
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Daniela D.
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Hey Oleksii! Thanks for reaching out. Happy to help. You can do this with a "conditional" formula. Your formula needs to include a condition asking it to return the current date and time when the other column's value changes to "Connection Sent". Sharing a quick resource on creating AI formulas below: https://www.clay.com/university/lesson/transforming-with-ai-formulas Let me know if this helps. Also feel free to share your table url. Happy to review.
Oleksii K.
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Thanks, but I tried writing something similar, but every time I run an HTTP request and the funnel stage doesn't change, the date still updates.
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Daniela D.
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Hey Oleksii! Thanks for the reply. It looks like the formula is set to return a date if any of the values exist. This includes "new", "connection sent", "connection accepted" and so on. It's not running a true comparison. Could you share your table url? We'll run a test formula and follow up with an update.
Clay Support
APP
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We haven't heard back from you here, so we're going to go ahead and close this thread out.
Still need help here? Reply back and someone will jump back in.
Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!

Clay Support
APP
·
·
To update a date column only when the "Funnel status syncing LI result" changes, use a formula column that checks if the current status differs from the previous value. When a change is detected, set the date to the current day; otherwise, keep the existing date. This approach ensures the date only updates on status changes and remains unchanged if the status stays the same. Set up this logic using conditional runs and formulas in the column’s run settings. [1] [2] [3]
Clay Support
APP
·
·
Is that what you were looking for?
Oleksii K.
·
·
How can this be implemented technically?
Clay Support
APP
·
·
To implement this, add a formula column for the date. Use logic that checks if the current "Funnel status syncing LI result" differs from its previous value. If it changes, set the date to today (e.g., moment().format()); if not, keep the existing date. This ensures the date only updates when the status changes, not on every sync [1].
Clay Support
APP
·
·
Did that answer your question?
Clay Support
APP
·
·
If you need any more help with implementing the date update based on status changes, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific technical challenges you’re facing?
Oleksii K.
·
·
I still can't write a formula that will change the date if there is a change in another column.
Clay Support
APP
·
·
I understand this can be frustrating. I’m connecting you to a human agent who can assist you further with the formula.
Intercom
APP
·
·
Clay Support is sharing a file with you.
Our support team has got your message and we'll get back to you soon! We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Loading attachments
Daniela D.
·
·
Hey Oleksii! Thanks for reaching out. Happy to help. You can do this with a "conditional" formula. Your formula needs to include a condition asking it to return the current date and time when the other column's value changes to "Connection Sent". Sharing a quick resource on creating AI formulas below: https://www.clay.com/university/lesson/transforming-with-ai-formulas Let me know if this helps. Also feel free to share your table url. Happy to review.
Oleksii K.
·
·
Thanks, but I tried writing something similar, but every time I run an HTTP request and the funnel stage doesn't change, the date still updates.
Loading attachments
Daniela D.
·
·
Hey Oleksii! Thanks for the reply. It looks like the formula is set to return a date if any of the values exist. This includes "new", "connection sent", "connection accepted" and so on. It's not running a true comparison. Could you share your table url? We'll run a test formula and follow up with an update.
Clay Support
APP
·
·
We haven't heard back from you here, so we're going to go ahead and close this thread out.
Still need help here? Reply back and someone will jump back in.
Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!