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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 doesn’t have a native “prospect record” concept separate from full contacts. Every record is a complete contact from creation, making it impossible to implement engagement-based conversion thresholds within HubSpot alone.
The solution is creating a true prospect staging system with sophisticated engagement scoring that triggers contact creation only when prospects meet specific qualification criteria.
Enable engagement-based conversion workflows using Coefficient
Coefficient creates a true prospect staging system by maintaining prospects in Google Sheets with comprehensive engagement scoring, then automatically converting them to HubSpot contacts when they meet specific thresholds.
How to make it work
Step 1. Build comprehensive engagement scoring framework.
Maintain prospects in Google Sheets with engagement scoring columns that evaluate multiple signals: email response (high value), website visit after outreach (medium value), LinkedIn profile view/connection (low value), and meeting booking (immediate conversion trigger). Import HubSpot activity data for existing contacts to establish baseline engagement patterns.
Step 2. Set up automated conversion rules and thresholds.
Create automated scoring formulas and conversion triggers: Immediate Conversion for meeting bookings or demo requests, High Engagement for email reply plus website visit within 7 days, Sustained Interest for multiple touchpoint engagement over 14 days, and Qualification Score when custom scoring reaches predetermined thresholds (e.g., 75+ points).
Step 3. Configure automated prospect conversion workflows.
Use Coefficient’s scheduled exports to automatically check engagement scores daily and export qualified prospects to HubSpot with complete activity history mapped to custom properties. Set up conditional exports that trigger only when specific engagement thresholds are met, ensuring only genuinely engaged prospects become contacts.
Step 4. Maintain conversion audit trails and alerts.
Create audit trails in Sheets showing conversion reasoning and timing for each prospect. Set up alerts to notify BDRs when prospects convert to full contact status, enabling immediate follow-up. Track conversion rates and engagement patterns to optimize your scoring thresholds over time.
Convert prospects at the perfect moment
This approach ensures only genuinely engaged prospects become HubSpot contacts while maintaining complete visibility into the entire prospect journey from first outreach to conversion. You get sophisticated engagement tracking with automated conversion at optimal moments. Set up your engagement-based conversion system today.
