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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.”
Manually tracking deal progressions is time-consuming and prone to missing critical stage changes that happen between your regular check-ins with HubSpot .
Here’s how to set up complete automation that captures every deal movement with precise timestamps, requiring zero manual intervention.
Automate complete deal progression tracking using Coefficient
Coefficient provides complete automation for capturing HubSpot deal progressions through scheduled imports that automatically append new data with precise timestamps.
How to make it work
Step 1. Configure your automated import.
Connect HubSpot via Coefficient and select the Deals object with all progression-tracking fields. Include Deal ID, Stage, Modified Date, and Close Date for comprehensive tracking.
Step 2. Enable historical tracking with timestamps.
Check “Append new data” in Advanced Settings. Coefficient automatically adds a “Written by Coefficient At” timestamp that captures the exact moment each stage snapshot was recorded.
Step 3. Set up automation schedules based on pipeline velocity.
Choose refresh frequency: every hour for high-velocity sales teams, every 4 hours for standard B2B pipelines, or daily for longer sales cycles. Timezone-based scheduling ensures consistent capture.
Step 4. Enhance with automated calculations.
Use Formula Auto Fill Down to auto-calculate “Time Since Last Change” using Import Time, create “Stage Duration” calculations between entries, and flag rapid progressions or stalled deals automatically.
Never miss another deal movement
This automated system creates a self-updating, timestamped database of every deal movement without any manual work. Set up your automated deal tracking system today.
