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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.”
Deal history is fully preserved during bulk updates, with all changes appearing in each deal’s property history with timestamps. However, HubSpot’s native property history only shows that changes occurred, not the complete context of why they were made.
Here’s what happens to your audit trail during bulk updates and how to maintain comprehensive change tracking that goes beyond HubSpot’s basic history.
Preserve complete deal history with enhanced audit trails using Coefficient
Coefficient maintains HubSpot’s standard property history while providing additional audit trail capabilities that native imports can’t offer. You get both the CRM’s built-in tracking and enhanced documentation of your update process.
How to make it work
Step 1. Create a pre-update snapshot of your deal data.
Use Coefficient’s snapshot feature to capture complete deal data before making bulk changes. This creates a recoverable backup with timestamps showing exactly what values existed before your updates.
Step 2. Maintain change tracking in your spreadsheet.
Build formulas that document old vs. new values for every updated record. Useto create detailed change logs.
Step 3. Execute updates with automatic HubSpot history preservation.
When you export updates through Coefficient, all changes appear in each deal’s property history showing “Updated via API” with timestamps. Previous values remain accessible in HubSpot’s standard property history view.
Step 4. Track update success and failures.
Coefficient logs which records updated successfully versus any that failed during the export process. This provides update-level audit information that HubSpot’s import tool doesn’t capture.
Step 5. Validate changes with refresh timestamps.
Create fresh imports after updates to verify changes were applied correctly. Keep refresh timestamps in your spreadsheet to document when you confirmed the updates succeeded.
Step 6. Preserve your correction context and source data.
Save your correction spreadsheet and formulas to maintain complete context of why changes were made. This provides rollback capabilities and audit documentation that exceeds HubSpot’s native property history.
Maintain bulletproof audit trails
This approach gives you both HubSpot’s standard property history and comprehensive documentation of your entire update process, including source data and business context. Try Coefficient to enhance your deal update audit trails beyond what HubSpot provides natively.
