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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.”
Missing critical deal movements like stage regressions can cost you deals, but manually monitoring every change in HubSpot isn’t practical for busy sales teams.
Here’s how to set up intelligent automated alerts that notify you immediately when specific deal behaviors occur.
Create intelligent deal monitoring with automated alerts using Coefficient
Coefficient’s alert system combined with append functionality creates powerful automated monitoring for specific deal behaviors that beats native HubSpot workflows.
How to make it work
Step 1. Build your detection framework.
Import HubSpot Deals with append enabled. Add regression detection formula:
Step 2. Configure Coefficient alerts.
Click on your detection column and select Create Alert. Choose trigger “Cell values change” and set condition to when cell contains “REGRESSION.” Configure recipients and customize message format.
Step 3. Set up multiple alert types.
Create alerts for stage regressions, skip alerts for deals bypassing stages, stalled deal notifications for no movement in X days, and high-value change alerts for deals over $100K changing stage.
Step 4. Customize delivery and logic.
Use Slack integration for team channels, set up dynamic recipients based on deal owner, and create custom messages with deal details. Build complex alert logic:
Never miss critical pipeline changes again
This system provides sales managers with immediate visibility into pipeline health issues that would otherwise go unnoticed until weekly reviews. Set up your intelligent deal monitoring today.
