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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 custom properties can’t calculate total points from activity counts because the platform doesn’t support mathematical operations that reference multiple data sources or lookup tables. Custom properties are limited to basic calculated fields within the same object.
Here’s how to create sophisticated point calculation custom properties through automated data processing that integrates seamlessly with your CRM workflows.
Create point-calculating custom properties using Coefficient
Coefficient enables sophisticated point calculation custom properties through automated data processing. You can extract HubSpot activity data, apply complex calculations, and export the results back as native HubSpot custom properties.
How to make it work
Step 1. Import HubSpot engagement data.
Extract engagement data including calls, emails, meetings, and tasks with counts per contact or company. Use filters to focus on specific time periods or activity types relevant to your point calculation system.
Step 2. Build your point calculation engine.
Create spreadsheet formulas that multiply each activity type by its assigned point value. Set up lookup tables with point values: calls = 5 points, emails = 2 points, meetings = 10 points, for easy reference and updates.
Step 3. Aggregate total scores per record.
Sum all weighted activity points into a single total score per contact or company record. Use formulas like =SUMPRODUCT to efficiently calculate totals across multiple activity types and their respective weights.
Step 4. Create and update HubSpot custom properties.
Export calculated totals back to HubSpot as number-type custom properties. These properties integrate seamlessly with HubSpot’s native functionality and appear in contact, company, or deal records.
Step 5. Schedule automated property updates.
Set up daily or weekly exports to keep point totals current without manual intervention. Your custom properties automatically reflect the latest activity data and calculated scores.
Step 6. Integrate with workflows and segmentation.
Use the calculated point properties in HubSpot workflows for lead scoring, automated follow-up sequences, and contact segmentation. Create workflow triggers based on point thresholds for sales rep assignment.
Start calculating activity points automatically
This method creates the custom calculated properties functionality that HubSpot cannot provide natively while maintaining full integration with existing CRM processes. Build your point-calculating custom properties today.
