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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.”
HubSpotYou can push Google Sheets calculated fields tocustom properties to create dynamic workflow enrollment criteria that leverage your spreadsheet’s computational power for sophisticated automation triggers.
This approach creates more advanced workflow automation than either platform could achieve independently by combining spreadsheet calculations with HubSpot’s workflow execution.
Create sophisticated workflow triggers using Coefficient
Coefficientenables you to export calculated fields from Google Sheets to HubSpot properties, addressing HubSpot’s limitation where workflows can only trigger on native property values, not complex calculations like lead scoring algorithms or engagement metrics.
How to make it work
Step 1. Create calculated fields in Google Sheets.
Build your calculations using Google Sheets formulas – lead scoring algorithms, ROI calculations, engagement metrics, or any complex logic your workflows need. These calculated columns become the source data for your HubSpot workflow triggers.
Step 2. Map calculated columns to HubSpot custom properties.
Create custom properties in HubSpot specifically designed for workflow triggers, then map your calculated columns to these properties. This creates the bridge between your spreadsheet computations and workflow enrollment criteria.
Step 3. Set up conditional exports for threshold-based triggers.
Use Coefficient’s conditional export logic to only push calculations when they meet specific thresholds. For example, only export lead scores above 75 or engagement metrics that exceed certain benchmarks, ensuring workflows trigger appropriately.
Step 4. Schedule automated updates for current enrollment criteria.
Configure scheduled exports to regularly update your calculated properties, keeping workflow enrollment criteria current as underlying data changes. This maintains dynamic, responsive automation based on fresh calculations.
Step 5. Configure HubSpot workflows to use calculated triggers.
In HubSpot, create workflows that trigger when your calculated properties meet specific criteria. Use boolean values for yes/no triggers or numbers for threshold comparisons, effectively using your spreadsheet computations as enrollment conditions.
Step 6. Optimize data types for workflow compatibility.
Format your calculated fields to export in formats that HubSpot workflows can effectively use – boolean for binary triggers, numbers for threshold comparisons, or specific text values for categorical enrollment.
Unlock advanced workflow automation
Start buildingThis hybrid system leverages Google Sheets’ calculation flexibility while utilizing HubSpot’s workflow execution power for more sophisticated automation.your calculated workflow triggers today.
