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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 inability to filter companies by workflow enrollment creates a blind spot when workflows only perform owner assignments. This limitation makes it impossible to identify which companies were processed through specific workflows using native tools.
You can overcome this by combining multiple data sources and analysis techniques to identify companies processed through specific workflows.
Identify workflow-processed companies through multi-layered detection using Coefficient
Coefficient provides a sophisticated solution by combining multiple data sources and analysis techniques to identify companies processed through specific workflows. You’ll transform your spreadsheet into a workflow tracking system that overcomes HubSpot’s native limitations.
How to make it work
Step 1. Integrate comprehensive workflow data sources.
Import company data including HubSpot Owner, HubSpot Owner Assigned Date, and Last Modified Date. Pull workflow enrollment criteria fields (company properties that trigger the workflow) and include activity timeline data to correlate owner assignments with workflow execution periods.
Step 2. Build workflow-specific identification logic.
Use Coefficient’s dynamic filtering to reference your specific workflow’s enrollment criteria stored in spreadsheet cells. Create time-based filters that isolate owner assignments to periods when your target workflow was active, and apply exclusion logic to filter out companies assigned owners through other workflows or manual processes.
Step 3. Apply advanced analysis techniques.
Build scoring models that weight multiple indicators (timing, criteria match, assignment patterns) and use Coefficient’s Formula Auto Fill Down to automatically apply identification logic to new data. Create pivot tables and analysis that reveal workflow processing patterns invisible in HubSpot.
Step 4. Validate results and create actionable output.
Cross-reference results with known workflow processing events to validate accuracy and use Coefficient’s Snapshots feature to preserve different analysis iterations. Set up scheduled refreshes to continuously identify newly processed companies, then generate clean company lists with confidence scores and export results back to HubSpot as custom list or property updates.
Transform your workflow tracking capabilities
This approach transforms Coefficient into a workflow tracking system that overcomes HubSpot’s native limitations, providing the searchable criteria and company identification you need. You’ll have complete visibility into specific workflow processing with confidence scoring. Start identifying your workflow companies today.
