)
Written by
Table of Contents
“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.”
Manual data entry between marketing and customer success teams creates bottlenecks, errors, and missed opportunities. The solution lies in creating automated workflows that sync data bi-directionally, ensuring both teams work with current, accurate information.
You’ll learn how to set up automated data flows that reduce entry time by 60-80% while improving team alignment and data accuracy.
Create unified data flows using Coefficient
Coefficient acts as a bridge between your teams by creating a shared data layer that automatically syncs information between HubSpot and your team workflows. Marketing can see long-term customer outcomes while customer success understands acquisition context, all without duplicate data entry.
How to make it work
Step 1. Set up bi-directional data sync.
Import marketing qualified lead data with engagement scores, campaign attribution, and content interactions from HubSpot . Schedule hourly or daily syncs to ensure teams always work with current data. This creates your foundation for cross-team visibility.
Step 2. Build shared team dashboards.
Create a master contact sheet that marketing populates with HubSpot properties while customer success adds health scores, renewal dates, and expansion opportunities. Use formula auto-fill to calculate customer lifetime value based on marketing source, giving both teams context they need.
Step 3. Automate data pushback to HubSpot.
Schedule exports to push customer success insights back to HubSpot contact records. Update contact properties with health scores, NPS ratings, or usage metrics so marketing can see the full customer journey impact of their campaigns.
Step 4. Configure intelligent alerts.
Set up Slack alerts when high-value marketing leads require customer success attention or when at-risk customers need marketing re-engagement. This proactive approach prevents issues from falling through the cracks.
Eliminate data silos between teams
This integrated approach provides a single source of truth accessible to both departments while maintaining the flexibility each team needs. Most teams see immediate productivity gains and better customer outcomes. Start building your unified data workflow today.
