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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.”
HubSpot’s native bulk status updates through CSV import require downloading task data, manually editing status fields, and re-uploading with exact formatting. This time-consuming process lacks real-time validation and often results in import errors.
Here’s how to efficiently mass-update task status with formulas and automated validation.
Mass update task status using Coefficient
Coefficient streamlines bulk status changes by letting you import tasks with dynamic filtering, update status columns directly with formulas, and push changes back with conditional logic. You can preview changes before updating HubSpot and even schedule HubSpot automated status updates.
How to make it work
Step 1. Import tasks with status filtering.
Pull tasks with “pending” status using Coefficient’s dynamic filtering capabilities. You can filter by status, assignee, due date, or any combination of criteria to focus on the exact tasks that need status updates.
Step 2. Update status using spreadsheet formulas.
Modify the status column directly in your spreadsheet. Use formulas for conditional status changes like =IF(TODAY()>DUE_DATE,”Complete”,”Pending”) or create a “Status Updated” column with TRUE/FALSE values to control which tasks get updated.
Step 3. Export with conditional logic.
Use Coefficient’s conditional export functionality to only update tasks where status has been modified. Set up scheduled exports to automatically push status changes at regular intervals, or combine status updates with other field modifications in a single operation.
Automate your status updates
Stop manually downloading and re-uploading CSV files for simple status changes. Coefficient handles the validation and formatting automatically. Start streamlining your task status management today.
