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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 creates static snapshots of product data when you add line items to deals, so cost changes in your product catalog don’t automatically update existing deal records. This means you’re stuck with outdated cost information unless you manually edit each deal.
Here’s how to bulk update thousands of deal records simultaneously while maintaining data integrity and audit trails.
Bulk update existing deal costs using Coefficient
CoefficientHubSpotHubSpotconnects yourdata directly to spreadsheets, letting you compare current product costs against historical deal data and push updates back toin bulk. You can process thousands of deals at once instead of editing them one by one.
How to make it work
Step 1. Import your existing deals with line items.
Connect to HubSpot through Coefficient and pull all deals that need cost updates. Use filters to target specific date ranges, deal stages, or product categories. This gives you a complete view of which deals contain outdated cost information.
Step 2. Import your updated product catalog data.
Pull your current product catalog into adjacent columns so you can compare updated costs against the historical costs captured in your deals. This side-by-side comparison makes it easy to spot discrepancies and calculate the impact of cost changes.
Step 3. Calculate new deal values and identify changes.
Use spreadsheet formulas to calculate updated deal values, margin impacts, and flag which deals actually need updates. For example, use `=IF(B2<>C2, “UPDATE”, “NO CHANGE”)` to identify deals where costs have changed.
Step 4. Apply conditional updates back to HubSpot.
Use Coefficient’s export functionality to update only the deals where costs have actually changed. Set up conditional logic so you’re not pushing unnecessary updates to deals that already have correct cost information.
Step 5. Set up recurring synchronization.
Schedule automatic exports to run monthly or quarterly, keeping your deal costs synchronized with product catalog changes. This prevents the problem from happening again and maintains data accuracy over time.
Keep your deal data accurate without the manual work
Start automatingThis approach eliminates hours of manual editing while ensuring your deal pipeline reflects current product costs. You get audit trails, error handling, and the ability to process thousands of records simultaneously.your cost updates today.
