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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 workflows have significant limitations when fixing unassigned tasks after bulk import, only working on new task creation and lacking the complex matching logic needed for effective automation.
Here’s how to build more powerful automation that works retroactively on existing unassigned tasks with sophisticated assignment criteria.
Build advanced task assignment automation with Coefficient
CoefficientHubSpotprovides enterprise-level task assignment automation that works on existing unassigned tasks, not just new ones. You can apply complex matching logic and handle bulk assignment scenarios thatworkflows simply can’t manage effectively.
How to make it work
Step 1. Set up scheduled monitoring for unassigned tasks.
HubSpotCreate a scheduled import in Coefficient to pull tasks without contact associations fromon a daily or hourly basis. This catches both existing unassigned tasks and any new ones that slip through your import process.
Step 2. Build advanced matching logic with spreadsheet formulas.
Use sophisticated matching criteria that goes beyond HubSpot workflow capabilities. Match tasks to contacts based on email domains, company associations, deal ownership, territory assignments, or custom property combinations. Use nested IF statements, VLOOKUP, and other functions to create multi-criteria matching rules.
Step 3. Implement exception handling for complex cases.
Flag tasks that can’t be automatically assigned for manual review. Use conditional formatting to highlight high-confidence matches versus uncertain ones. Create separate workflows for different confidence levels, ensuring accuracy while maximizing automation.
Step 4. Execute automated assignment with scheduled exports.
Set up scheduled exports to automatically assign matched tasks to contacts using Coefficient’s association management feature. This runs continuously, catching and fixing unassigned tasks without manual intervention.
Step 5. Monitor and refine assignment success rates.
Track assignment success rates and identify patterns in unassigned tasks. Use this data to refine your matching logic and improve automation over time. Set up email alerts when assignment rates drop or new patterns emerge.
Enterprise automation without Operations Hub
Get started with CoefficientThis approach provides sophisticated task assignment automation that works retroactively and handles complex matching scenarios, all without requiring expensive Operations Hub licensing.to build powerful task assignment automation that actually works.
