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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 that only assign owners without updating properties create a tracking vacuum where completed workflow activity becomes invisible to standard reporting. This makes it impossible to retrieve companies that have been processed through these workflows.
You can retrieve these “invisible” companies by analyzing owner assignment data and workflow patterns to reconstruct completion activity.
Retrieve invisible workflow companies through completion detection using Coefficient
Coefficient provides a comprehensive solution by analyzing owner assignment data and workflow patterns to retrieve companies from completed workflows. You’ll effectively retrieve companies from completed workflows by reconstructing workflow activity through data analysis that HubSpot’s native tools cannot perform.
How to make it work
Step 1. Extract comprehensive completion data.
Import all company records with owner assignment timestamps, modification dates, and source tracking. Pull associated deal and contact data that might correlate with workflow triggers, and include all company properties that serve as workflow enrollment criteria.
Step 2. Build completion detection logic.
Analyze owner assignment dates against known workflow execution schedules and use Coefficient’s advanced filtering to identify companies with owner assignments during specific workflow active periods. Create calculated fields that determine workflow completion probability based on timing and criteria alignment.
Step 3. Reconstruct historical workflow activity.
Leverage Coefficient’s ability to pull historical data snapshots to identify past workflow activity and build timeline analysis showing owner assignment patterns that correlate with workflow execution. Use spreadsheet functions to backtrack and identify companies processed during different workflow phases.
Step 4. Set up automated retrieval and future-proofing.
Set up scheduled imports to continuously capture newly completed workflow companies and use Coefficient’s append functionality to build cumulative lists without losing historical data. Configure alerts when new companies show workflow completion indicators, then export tracking properties back to HubSpot to mark retrieved companies and create ongoing monitoring dashboards.
Recover your missing workflow data
This method effectively retrieves companies from completed workflows by reconstructing workflow activity through data analysis that HubSpot’s native tools cannot perform. You’ll recover all your missing workflow completion data with automated ongoing tracking. Start retrieving your workflow companies today.
