Workarounds for missing “became customer date” property in HubSpot company records

using Coefficient excel Add-in (500k+ users)

Discover effective workarounds to recreate the missing "became customer date" property in HubSpot using deal data analysis and automated calculations.

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The removal of HubSpot’s native “became customer date” property creates a fundamental data gap since the platform lacks built-in functionality to automatically calculate when companies first converted based on deal activity.

The most effective workaround reconstructs this missing data using deal history analysis and provides more reliable customer conversion tracking than the original deprecated property.

Recreate customer conversion dates using deal data reconstruction

Coefficient serves as the most effective workaround by providing the missing calculation layer that HubSpot removed. This approach often delivers more reliable and flexible customer conversion tracking than the original property ever provided.

How to make it work

Step 1. Import complete company deal history.

Use Coefficient to import all HubSpot companies with their complete deal history using association imports. This recreates the missing timeline data needed to calculate accurate conversion dates.

Step 2. Calculate accurate conversion dates.

Use MIN and FILTER functions to identify the earliest “Closed Won” deal date for each company. Create formulas like =MIN(IF(company_column=company_name,IF(stage_column=”Closed Won”,date_column))) to effectively recreate the “became customer date” logic.

Step 3. Implement data integrity validation.

Build spreadsheet checks to handle edge cases like companies with multiple won deals on the same date, deal types that shouldn’t count as customer conversions, and archived or deleted deal records. This ensures accuracy beyond what the original property provided.

Step 4. Choose your output approach.

Keep calculated dates in spreadsheets for advanced analysis, export them back to custom HubSpot company properties, or maintain both for maximum flexibility. Each approach serves different reporting and workflow needs.

Step 5. Automate ongoing updates.

Schedule regular imports and calculations to ensure your workaround stays current without manual intervention. This maintains the automation you had with the original property while providing better accuracy.

Get better customer tracking than before

This workaround not only replaces the missing functionality but provides more reliable customer conversion tracking with audit trails and data validation capabilities. Start rebuilding your customer conversion tracking today.

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