Export HubSpot deal property history at stage change events

using Coefficient excel Add-in (500k+ users)

Export HubSpot deal property history specifically at stage change events using automated imports and intelligent data processing.

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HubSpot doesn’t create exportable snapshots of deal property values at the exact moments when stage changes occur. You can see that properties changed and when stages changed, but correlating the two events for export requires manual work or complex custom solutions.

Here’s how to automatically capture and export deal property history specifically when stage changes happen, creating ready-to-use datasets for analysis.

Export stage-change property history using Coefficient

Coefficient automates the entire process by importing your HubSpot deals data every 15-30 minutes and using intelligent detection to identify stage changes. When a stage change is detected, all property values from that moment are preserved with timestamps, creating exportable datasets that show exactly what each property was worth at transition time. The append feature ensures you build a comprehensive log of all stage changes with complete property context.

How to make it work

Step 1. Configure comprehensive deal imports.

Set up a HubSpot import that includes all the properties you want to track historically – deal score, momentum, scenario flags, and any custom fields. Schedule imports every 15-30 minutes and enable append mode to preserve each import as a separate row.

Step 2. Build stage change detection system.

Add a formula like =IF(D2<>D1,”STAGE CHANGE”,””) in a new column to flag rows where the deal stage differs from the previous import. When this formula triggers, that row contains all property values at the moment of stage transition, with automatic timestamps from Coefficient.

Step 3. Create filtered export views.

Build a separate sheet that filters your historical data to show only rows flagged as stage changes. This creates a clean dataset showing all property values at transition moments, with before/after stage information and precise timestamps for each change event.

Step 4. Set up automated export creation.

Use Coefficient’s scheduling feature to automatically export your stage-change dataset to CSV or push it back to other systems. You can filter exports by date ranges, specific stage transitions, or property value thresholds to create targeted datasets for different analysis needs.

Get exportable stage transition data

This automated approach creates exportable datasets that show actual property values at stage transitions, not just change logs. You’ll have historical data that remains accessible indefinitely and can track unlimited properties simultaneously. Start exporting your deal property history with Coefficient today.

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