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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.”
Your Apollo filtering rules took time to perfect, and you can’t afford to lose that lead quality when automating transfers to HubSpot .
Here’s how to recreate and enhance your existing filtering logic while building a fully automated sync that maintains your proven lead qualification standards.
Preserve and enhance your filtering rules with automated sync
Coefficient lets you recreate your Apollo filtering criteria using up to 25 filters with AND/OR logic, then enhance them with spreadsheet formulas for complex conditions that neither platform can handle alone. You can apply multi-layer filtering that respects your existing rules while adding sophisticated business logic.
How to make it work
Step 1. Document and migrate your current filters.
Export your Apollo workflow filter configurations and map each condition to Coefficient’s filtering system. Set up basic filters during import (industry, company size, location) and prepare to enhance them with spreadsheet-based logic for complex conditions.
Step 2. Build enhanced filtering formulas.
Create formulas that combine your existing rules with new capabilities. For example: =IF(AND(Company_Size>50, Industry=”Technology”, Lead_Score>75, NOT(VLOOKUP(Email,Existing_Contacts,1,FALSE))), “EXPORT”, “FILTER”). Use dynamic filters that reference specific cells for easy rule updates.
Step 3. Configure automated sync with validation.
Set up weekly scheduled imports from Apollo with your preserved filters applied. Add a quality validation step that flags records not meeting criteria, then configure conditional exports to HubSpot that only sync leads passing all filter conditions.
Step 4. Monitor and refine your rules.
Use Coefficient’s snapshot feature to track filtering decisions over time. Monitor lead quality metrics and conversion data from HubSpot to validate filter effectiveness. Adjust rules based on performance without disrupting the automation.
Automation that preserves your lead quality standards
This approach ensures your proven Apollo filtering logic stays intact while adding automation and enhanced capabilities that neither platform provides natively. Start building your quality-preserving automation today.
