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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’s removal of company lifecycle stage properties left a major gap in tracking when companies first became customers. The platform can’t automatically aggregate deal data to show company-level conversion dates.
Here’s how to rebuild this tracking using your existing deal data and create automated customer conversion reports that work better than the original properties.
Track company customer conversions using deal data with Coefficient
The solution involves connecting your HubSpot company and deal data in spreadsheets where you can build custom conversion tracking. Coefficient lets you import connected data and create the logic that HubSpot can’t handle natively.
How to make it work
Step 1. Import companies with associated deals.
Use Coefficient to pull HubSpot companies with all their deals. Select “Row Expanded” for associations to get each deal on a separate row. This gives you the complete deal history needed to identify first customer conversions.
Step 2. Create conversion date formulas.
Build spreadsheet formulas to find the earliest “Closed Won” deal date for each company. Use MIN and IF functions like =MIN(IF(B:B=company_name,IF(C:C=”Closed Won”,D:D))) to identify when each company first became a customer.
Step 3. Set up automated tracking.
Schedule daily or weekly imports to refresh your customer conversion data automatically. This keeps your tracking current as new deals close without manual updates.
Step 4. Capture historical trends.
Use Coefficient’s snapshot feature to save monthly copies of your customer conversion data. This preserves the historical trend analysis that the deprecated lifecycle properties used to provide.
Start tracking customer conversions today
This approach gives you more accurate and flexible customer tracking than HubSpot’s original lifecycle properties ever provided. You can handle complex scenarios and maintain complete historical data. Get started with Coefficient to rebuild your customer conversion tracking.
