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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot workflows can track company customer status changes, but they have significant limitations when determining initial customer conversion dates from historical deal data. Workflows only trigger on future events and can’t analyze existing patterns.
The solution combines workflow automation with external data analysis to provide accurate historical baselines and ongoing status tracking that works better than workflows alone.
Enhance workflow accuracy with historical data foundation
Coefficient enhances workflow-based tracking by providing the accurate historical data foundation that workflows need. This hybrid approach leverages HubSpot’s automation capabilities while overcoming the platform’s historical data analysis limitations.
How to make it work
Step 1. Calculate accurate historical baseline data.
Use Coefficient to analyze complete deal history for all existing companies. Create formulas to determine accurate “became customer” dates that workflows cannot calculate retroactively. This provides the foundation your workflows need.
Step 2. Export baseline data to custom HubSpot properties.
Push calculated customer dates and statuses back to custom HubSpot company properties. This gives your workflows accurate starting points to reference for ongoing status tracking.
Step 3. Build enhanced workflow logic.
Create workflows that use your Coefficient-calculated baseline dates plus real-time deal activity to track ongoing customer status changes. The workflows handle future events while relying on accurate historical data.
Step 4. Set up validation monitoring.
Schedule regular Coefficient imports to validate workflow accuracy and catch any missed conversions or data inconsistencies. This provides backup validation that pure workflow approaches lack.
Step 5. Create discrepancy alerts.
Set up Coefficient alerts for discrepancies between calculated and workflow-tracked statuses. This helps you identify and correct workflow errors through data recalculation.
Combine automation with data accuracy
This hybrid approach reduces workflow complexity by handling complex logic externally while maintaining HubSpot’s automation benefits. You get accurate historical baselines with reliable ongoing tracking. Start building your enhanced workflow system today.
