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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.”
When an employee leaves, manually reassigning hundreds of HubSpot company owners through the native interface takes hours and creates room for errors. HubSpot’s workflow automation can’t handle complex reassignment logic based on multiple criteria like company size, deal value, or geographic location.
Here’s how to complete this task in under 2 minutes for 300+ records using spreadsheet formulas and live data connections.
Reassign company owners with custom logic using Coefficient
Coefficient transforms Google Sheets into a powerful HubSpot data management platform. Instead of clicking through hundreds of records manually, you can import all company data, apply sophisticated assignment formulas, and push changes back to HubSpot instantly.
How to make it work
Step 1. Import HubSpot company data with live connection.
Use Coefficient to pull all company records into Google Sheets with fields like Company Name, Company Owner Email, Number of Open Deals, Country, and any custom scoring fields. Apply a filter for the departing employee’s email to see only companies that need reassignment.
Step 2. Build custom assignment logic with spreadsheet formulas.
Create sophisticated reassignment strategies using Google Sheets formulas. Use scoring formulas liketo prioritize high-value accounts. Applyto fairly distribute accounts between multiple reps, or useto match new owner emails with their HubSpot Owner IDs.
Step 3. Apply territory and skill-based assignments.
Use conditional formulas to assign based on specific criteria. For example,ensures French companies go to French-speaking reps and high-value deals go to senior team members.
Step 4. Validate and export changes back to HubSpot.
Coefficient shows exactly which records will be updated before pushing changes. Use the Export feature to update the Company Owner field in HubSpot with a single click. The system provides hyperlinked Company IDs that open directly in HubSpot for instant verification.
Transform hours of manual work into minutes
This approach eliminates CSV exports, reduces errors from manual data manipulation, and provides an auditable trail of your reassignment logic. Get started with Coefficient to handle your next employee transition seamlessly.
