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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.”
HubSpotCoefficientYou can set up complete bi-directional sync between Google Sheets application tracking andemail automation usingto maintain your spreadsheet as the master database while leveraging HubSpot’s email power.
This guide shows you how to sync data both ways – pushing application updates to HubSpot and pulling email engagement data back to your tracking spreadsheet.
Create complete process visibility with bi-directional data flow using Coefficient
HubSpot’s standard integrations typically push data one way, but complex application processes need data flowing both directions. You want to keep your detailed application tracking in Google Sheets while using HubSpot’s sophisticated email sequences.
Coefficient enables true bi-directional sync, keeping your Google Sheets as the master application database while capturing all HubSpot email activity back in your tracking system.
How to make it work
Step 1. Set up outbound sync from Google Sheets to HubSpot.
Configure Coefficient’s scheduled exports to push application status changes to HubSpot contact properties. Map process stages, decision points, and applicant data to custom HubSpot properties. Set conditional exports to only sync when specific criteria are met, like when status equals “Ready for Email.”
Step 2. Configure inbound sync from HubSpot to Google Sheets.
Set up Coefficient imports to pull email engagement data back to your tracking spreadsheet. Import email opens, clicks, replies, workflow enrollment history, and sequence completion status. Schedule these imports to run hourly for current engagement data.
Step 3. Map application stages to email triggers.
Create HubSpot workflows that trigger based on your synced application data. Use the imported process stages and decision points as enrollment criteria for different email sequences. This ensures emails send at the right application milestones.
Step 4. Maintain data consistency with safeguards.
Use Coefficient’s snapshots feature to preserve historical application data at regular intervals. Set up Slack and email alerts for sync failures or data discrepancies. Configure association management to link contacts with deals or tickets for complex tracking needs.
Step 5. Monitor and optimize the bi-directional flow.
Track sync status through Coefficient’s sidebar notifications. Create Google Sheets formulas that validate HubSpot data matches expected values. Use timestamp tracking to identify when data divergence occurs and set up alerts for immediate resolution.
Get the best of both platforms
Try CoefficientThis bi-directional setup keeps your familiar Google Sheets application process while adding HubSpot’s email automation power. You maintain complete process control with full visibility into email performance.to connect your systems and create seamless bi-directional workflows.
