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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.”
HubSpot workflows impose serious restrictions when syncing deal and product line item data. They can’t directly manipulate line item objects, have execution limits, and struggle with the complex relationships between deals and products.
Here’s how to bypass these workflow restrictions entirely and create robust automation that handles unlimited data volumes with flexible scheduling.
Why workflows can’t handle deal and line item sync
Workflows hit multiple roadblocks with line item data. They can’t directly access line item objects, have execution limits that cause timeouts with large datasets, and require complex custom properties plus multiple workflow branches to maintain deal-to-line-item relationships.
The bigger issue is that workflow-based sync depends on trigger conditions and enrollment criteria, creating processing delays and potential failures that make them unreliable for critical business data.
Bypass workflow restrictions using Coefficient
Coefficient connects directly to HubSpot’s API, accessing both deal and line item objects without relying on workflow intermediaries. This direct approach eliminates the object permission restrictions and execution limits that make workflows unsuitable for complex data sync.
How to make it work
Step 1. Set up direct API access for unlimited data volumes.
Connect Coefficient to HubSpot and access both deal and line item objects directly through the API. This bypasses workflow execution limits and handles unlimited data volumes (minimum 50,000 rows supported) without performance restrictions.
Step 2. Configure advanced association handling.
Use Coefficient’s native association management to preserve deal-to-line-item relationships automatically. This eliminates the complex custom properties and multiple workflow branches that workflows require to achieve similar results.
Step 3. Enable flexible scheduling independent of workflows.
Set up straightforward scheduling from hourly to monthly that runs independently of HubSpot’s workflow engine. This provides more reliable automation than workflow-dependent sync, which can fail due to enrollment triggers and processing delays.
Step 4. Implement bidirectional data flow.
Beyond importing data, use Coefficient’s export capabilities (UPDATE, INSERT, DELETE operations) to push changes back to HubSpot without the complex workflow logic required for data manipulation. This creates true bidirectional sync capabilities.
Step 5. Maintain real-time sync capabilities.
Establish live connections that update immediately when data changes, unlike workflow-based sync that depends on enrollment triggers and processing delays. This ensures your data reflects current deal and line item values without lag.
Move beyond workflow limitations
Direct API connections provide the reliability and functionality that workflows simply can’t match for complex data sync scenarios. Start using Coefficient to automate your deal and line item sync without the restrictions that limit workflow-based approaches.
