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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.”
CoefficientTools like Salesforce, Outreach.io, and SalesLoft offer native bidirectional sync, while LinkedIn Sales Navigator and Apollo need enhancement.creates robust bidirectional sync for tools with limited native capabilities.
You’ll learn which tools sync natively and how to enhance limited integrations for comprehensive engagement data flow in both directions.
Enhance bidirectional sync with comprehensive data management using Coefficient
HubSpotHubSpotCoefficient creates robust bidirectional sync capabilities that exceed most native integrations, enabling outbound data flow fromto external tools and inbound engagement data flow back towith advanced conflict resolution and quality control.
How to make it work
Step 1. Set up outbound data flow from HubSpot.
Use Coefficient to export contact segments with engagement history and lifecycle stages. Schedule regular updates to external tools via CSV imports to maintain data consistency. Push contact property changes and lifecycle stage updates to trigger external tool workflows.
Step 2. Configure inbound engagement data collection.
Import engagement data from external tools like LinkedIn Sales Navigator, Apollo, or call intelligence platforms. Map engagement activities to HubSpot activity types and update contact properties based on external engagement scores.
Step 3. Create engagement scoring formulas.
Build composite engagement scores using formulas like. Combine engagement signals from multiple platforms into unified scoring that reflects total prospect engagement.
Step 4. Implement conflict resolution and sync tracking.
Create sync status tracking with formulas like
Step 5. Set up automated bidirectional workflows.
Schedule bidirectional updates based on data criticality (hourly for high-value prospects, daily for standard contacts). Use Coefficient’s conditional exports to only sync changed data, reducing API usage and preventing unnecessary updates.
Step 6. Monitor sync quality and performance.
Create dashboards to track sync success rates, data conflicts, and engagement score accuracy. Set up automated alerts for sync failures or data anomalies. Maintain historical snapshots to track engagement trends over time.
Create comprehensive bidirectional sync beyond native capabilities
Build yourThis enhanced approach provides robust bidirectional sync capabilities that exceed what most native integrations can deliver, ensuring complete engagement visibility.bidirectional sync system today.
