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Tracking multiple property values simultaneously at deal stage transitions is complex in HubSpot because workflows have action limits and native reporting only shows current values. You’d need separate workflow actions for each property you want to track, quickly hitting the 5-workflow limit per object.
Here’s how to capture unlimited property values simultaneously whenever deals transition between stages, with complete historical context and analysis capabilities.
Track multiple properties at stage transitions using Coefficient
Coefficient excels at this use case by capturing complete deal states with every import. A single scheduled import from HubSpot running every 15-30 minutes includes all standard and custom properties – deal score, momentum, scenario flags, and any other fields you track. When stage transitions occur, the append feature preserves that complete property snapshot, giving you side-by-side views of all property values at transition moments without any workflow limitations.
How to make it work
Step 1. Configure comprehensive property imports.
Create a single HubSpot import that includes all deal properties you want to track – standard fields, custom properties like deal score and momentum, scenario flags, and associated contact/company data. There’s no limit on the number of properties you can include in one import.
Step 2. Enable automated multi-property capture.
Schedule your import to run every 15-30 minutes and turn on append mode. Each import captures current values for ALL properties simultaneously, creating a historical record where every stage transition is preserved with complete property context at that moment.
Step 3. Build transition detection and analysis.
Add calculated columns to identify stage changes using formulas like =IF(C2<>C1,”TRANSITION”,””). When transitions are flagged, that row contains all property values side-by-side, letting you analyze correlations between different properties at transition points.
Step 4. Create simultaneous property dashboards.
Build summary sheets that show all property values at specific transition types (like “Qualified to Demo”). Create pivot tables to analyze common property combinations at successful transitions and export complete property sets for deeper analysis.
Capture unlimited properties simultaneously
This approach eliminates workflow limits while providing complete property context at every stage transition. You can track unlimited properties without performance impact and easily add new fields to your tracking without reconfiguration. Start tracking multiple properties simultaneously with Coefficient today.
