Pull historical data of companies processed through non-property-setting workflows

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

Learn how to pull historical data from HubSpot workflows that don't set properties using comprehensive data reconstruction and timeline analysis.

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HubSpot’s native tools cannot retrieve historical data from workflows that don’t set properties, creating significant gaps in workflow analytics and company tracking. This limitation makes it impossible to analyze historical workflow performance or identify past processing patterns.

You can recover this missing historical data through comprehensive data reconstruction capabilities that overcome these limitations.

Recover historical workflow data through comprehensive reconstruction using Coefficient

Coefficient provides powerful historical data reconstruction capabilities that overcome these limitations through comprehensive data analysis. You’ll transform your spreadsheet into a historical workflow tracking system that recovers and analyzes data that HubSpot’s native tools cannot access or report on.

How to make it work

Step 1. Import comprehensive historical datasets.

Pull complete company datasets with historical owner assignment data, modification timestamps, and property change logs. Import associated contact and deal data that might correlate with historical workflow triggers, and use Coefficient’s ability to access historical snapshots of company data over extended periods.

Step 2. Build timeline reconstruction and pattern recognition.

Create time-series analysis of owner assignments to identify workflow processing periods and use Coefficient’s Snapshots feature to capture historical data states and compare changes over time. Build chronological mapping of companies that received owner assignments during specific workflow active periods, then analyze historical owner assignment clusters that indicate workflow batch processing.

Step 3. Conduct multi-period analysis and validation.

Set up analysis across different time periods to capture various workflow iterations and use Coefficient’s filtering capabilities to segment historical data by workflow activation periods. Create comparative analysis showing workflow processing trends over time, then cross-reference historical owner assignments with known workflow enrollment criteria from those time periods.

Step 4. Preserve data and set up ongoing historical monitoring.

Use Coefficient’s Snapshots to preserve historical analysis results while continuing to refresh current data. Create historical reporting dashboards that show workflow processing trends over time and export historical findings back to HubSpot as custom properties for permanent tracking. Schedule regular historical data pulls to continuously expand the historical dataset and set up automated analysis that identifies previously missed historical workflow processing.

Unlock your complete workflow history

This approach transforms Coefficient into a historical workflow tracking system that recovers and analyzes data that HubSpot’s native tools cannot access or report on. You’ll have complete historical workflow visibility with ongoing monitoring and trend analysis. Start recovering your historical workflow data today.

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