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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.”
When your HubSpot workflow only assigns owners without setting trackable properties, you can’t filter or export those companies using native reporting tools. This creates a significant data gap that makes it impossible to track which companies went through your workflow.
Here’s how to identify and export these companies by analyzing owner assignment patterns and workflow timing data.
Export workflow companies by analyzing owner assignment data using Coefficient
Coefficient solves this limitation by pulling comprehensive company data and analyzing owner assignment patterns as a proxy for workflow processing. Since HubSpot can’t filter companies by workflow enrollment, you’ll reconstruct this information through data analysis.
How to make it work
Step 1. Import company data with owner assignment history.
Connect to HubSpot and pull all companies with these key fields: Company Owner, HubSpot Owner Assigned Date, Last Modified Date, and any properties that match your workflow’s enrollment criteria (company size, industry, etc.). Apply filters to narrow down to companies within your workflow’s active timeframe.
Step 2. Create owner assignment pattern analysis.
In your spreadsheet, build formulas that identify companies where the owner assignment date aligns with your workflow’s execution period. Cross-reference these results with your known workflow trigger criteria to validate which companies likely went through the workflow.
Step 3. Set up automated tracking for ongoing monitoring.
Schedule automatic imports using Coefficient’s refresh features to capture new owner assignments as they occur. Use the Snapshots feature to preserve historical data while continuing to refresh current information, and configure alerts when new companies meet your owner assignment criteria.
Step 4. Export your identified companies back to HubSpot.
Create a custom property in HubSpot to mark workflow-processed companies, then use Coefficient’s export functionality to update these companies with a tracking property for future reference and easy filtering.
Start tracking your workflow companies today
This approach overcomes HubSpot’s workflow enrollment export limitations by leveraging owner assignment timestamps and criteria matching. You’ll finally have the company list you need without relying on non-existent enrollment history. Get started with Coefficient to begin tracking your workflow companies.
