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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.”
You can’t predict when deal stage changes will happen, making it impossible to capture property values right before changes occur. HubSpot workflows only react after changes happen, so you miss the critical “before” snapshot that shows what properties looked like prior to stage transitions.
Here’s how to automate proactive property capture that ensures you always have recent data from before any stage change occurs.
Automate proactive property capture using Coefficient
Coefficient provides truly proactive automation by continuously capturing deal property values every 15-30 minutes, regardless of whether changes occur. This means when stage changes happen, you’re guaranteed to have recent property values from before the transition. The approach works by scheduling imports from HubSpot that run automatically and preserve each capture using the append feature, creating a complete historical record where the previous row always contains pre-change values.
How to make it work
Step 1. Set up continuous capture automation.
Configure a HubSpot import to run every 15-30 minutes automatically, capturing all deal properties you want to track. Use Coefficient’s scheduling interface to set this up without any coding – it runs continuously during business hours or 24/7 based on your needs.
Step 2. Enable pre-change data preservation.
Turn on the append feature so each automated import creates a new row with timestamps. This preserves every capture as a historical record, ensuring that when stage changes occur, the previous row contains the exact property values from before the change happened.
Step 3. Configure intelligent property capture.
Include all relevant properties in your automated import – deal scores, momentum values, scenario flags, and any custom fields. The single import captures everything simultaneously, with no limit on the number of properties tracked in each automated run.
Step 4. Build stage change analysis workflow.
Add formulas to detect stage differences between consecutive imports and calculate the time between your last capture and when the stage change occurred. This shows you exactly how recent your “before” data is for each transition.
Guarantee pre-change property data
This proactive automation ensures you always have recent property values from before any stage change, unlike reactive HubSpot workflows. The set-and-forget system requires no maintenance and can be adjusted for different capture frequencies. Start automating your proactive property capture with Coefficient today.
