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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 HubSpot workflows only assign owners without updating properties, they leave no searchable trail in native lists or reports. This tracking challenge makes it impossible to identify which companies were processed through your workflow using standard HubSpot tools.
You can solve this by using comprehensive data analysis that identifies workflow-processed companies through indirect indicators and pattern recognition.
Create searchable company lists through workflow reconstruction using Coefficient
Coefficient enables comprehensive data analysis that identifies workflow-processed companies through indirect indicators. Since HubSpot’s workflow limitations prevent native list generation, you’ll reconstruct workflow activity through data correlation.
How to make it work
Step 1. Import comprehensive workflow-related data.
Pull all company records with owner assignment data, creation dates, and last activity timestamps. Include associated contact data if your workflow uses contact-based enrollment triggers, and import all fields that match your workflow’s enrollment criteria (industry, company size, lead source, etc.).
Step 2. Build pattern recognition analysis.
Use spreadsheet formulas to identify companies where owner assignment occurred within specific timeframes that align with your workflow activity. Apply Coefficient’s advanced filtering (up to 25 filters across 5 filter groups) to match workflow enrollment criteria and create calculated columns that score the likelihood of workflow processing.
Step 3. Reconstruct workflow processing through data correlation.
Filter companies by owner assignment date ranges corresponding to workflow activity and cross-reference with enrollment criteria to validate workflow processing. Use conditional logic to exclude companies that received owners through other means (manual assignment, other workflows).
Step 4. Set up automated list building and export.
Schedule regular imports to capture newly processed companies and use Coefficient’s append new data feature to build a master list of workflow-processed companies. Set up alerts when new companies meet your workflow processing criteria, then export back to HubSpot by creating a custom property to mark workflow-processed companies.
Build the workflow tracking you need
This method creates the searchable company list that HubSpot’s workflow limitations prevent you from generating natively. You’ll have complete visibility into workflow processing with automated tracking and alerts. Start building your workflow company lists today.
