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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’sbulk edit can only update one field at a time and lacks the logic needed to maintain pipeline-stage relationships during bulk operations, often breaking automation workflows.
Here’s how to update both pipeline and funnel stage fields simultaneously while preserving data integrity across large datasets.
Simultaneous pipeline and stage updates using Coefficient
CoefficientHubSpot’senables bulk updates of multiple related fields in one operation, applying complex conditional logic thatnative bulk edit simply can’t handle. This prevents deals from ending up in incompatible stage/pipeline combinations.
How to make it work
Step 1. Import and prepare your deal dataset.
Use Coefficient to import target deals with Deal ID, current Pipeline, Deal Stage, and Owner fields. Apply filters to select specific deal sets by salesperson, date range, or custom criteria. This creates your working dataset for bulk modifications.
Step 2. Build logic-based field update formulas.
Create conditional formulas to update both Pipeline and Deal Stage fields based on your migration rules. For example: =IF(Owner=”John Smith”,”New Sales Pipeline”,”Current Pipeline”) for pipeline updates, and =IF(Pipeline=”New Sales Pipeline”,VLOOKUP(Current_Stage,Stage_Mapping_Table,2,FALSE),Current_Stage) for corresponding stage updates.
Step 3. Execute bulk updates with data integrity.
Use Coefficient’s UPDATE export action to push both pipeline and stage changes simultaneously. The system processes both field updates in a single operation, maintaining data relationships. Schedule the export or run manually with on-sheet buttons for immediate execution.
Step 4. Validate and monitor the results.
Check that pipeline and funnel stage alignment remains intact after bulk operations. Use the spreadsheet version history as an audit trail and validation tool before committing large-scale changes.
Execute your bulk updates with confidence
StartThis approach handles complex conditional logic and maintains audit trails that HubSpot’s native bulk edit lacks.managing your bulk CRM updates with enterprise-level control and reliability.
