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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.”
Recurring activities and meeting series in HubSpot often change over time, but tracking both the original scheduling details and subsequent updates requires more sophisticated data capture than native exports provide.
Here’s how to maintain complete historical records of recurring activities while accessing current meeting information.
Track recurring activity changes using Coefficient
Coefficient’s snapshot functionality combined with comprehensive field selection lets you preserve historical versions of recurring activities while maintaining current data access through HubSpot integration.
How to make it work
Step 1. Create comprehensive Activities import.
Set up an Activities import in HubSpot with all recurring meeting fields including series information, recurrence patterns, and modification history. Select both standard and custom fields that track meeting series data.
Step 2. Configure scheduled snapshots for historical preservation.
Enable daily or weekly snapshots of your activity data to capture historical versions before they’re updated. This creates a permanent record of original recurring meeting details even as the series evolves.
Step 3. Set up regular import refreshes.
Schedule your main Activities import to refresh regularly (daily or weekly) to capture current meeting details and any changes to recurring series. This maintains real-time access to updated information.
Step 4. Include series-specific fields.
Select fields like “Meeting Series ID,” “Recurrence Pattern,” “Original Start Date,” “Series Status,” and any custom recurring meeting properties that track series modifications and scheduling changes.
Step 5. Create change tracking formulas.
Use spreadsheet formulas to compare current import data with historical snapshots, identifying when recurring activities were modified. This helps track the evolution of meeting series over time.
Step 6. Set up alerts for recurring activity changes.
Configure notifications when recurring activities are modified, helping you stay aware of changes to important meeting series and maintain accurate historical records.
Maintain complete recurring activity history
This approach provides both real-time access to current recurring activity data and comprehensive historical tracking of how meeting series evolved over time. Start tracking your recurring activity changes today.
