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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 can’t calculate weighted activity points because they lack mathematical operations for multiplication and can’t reference lookup tables with point values. Workflows are limited to basic property updates and conditional logic.
Here’s how to enhance HubSpot workflow automation by providing the calculated data that workflows need for sophisticated point-based automation.
Automate weighted point calculations using Coefficient
Coefficient enhances HubSpot workflow automation by providing the calculated data that workflows need. You can process complex weighted calculations externally and trigger HubSpot workflows based on the results.
How to make it work
Step 1. Set up calculation processing.
Use Coefficient to import HubSpot activity data and calculate weighted points using advanced spreadsheet formulas. Build calculations that multiply activity counts by point values and aggregate scores per contact or deal.
Step 2. Export calculated scores as HubSpot properties.
Push calculated weighted scores back to HubSpot as custom properties on contact, company, or deal records. These properties integrate seamlessly with HubSpot’s workflow system.
Step 3. Configure workflow triggers.
Set up HubSpot workflows that trigger when calculated point properties are updated or reach specific thresholds. Use enrollment criteria like “Weighted Activity Score is greater than 100” to trigger automated actions.
Step 4. Build automated action sequences.
Configure workflows to take actions based on calculated point thresholds: assign to sales reps, update lifecycle stages, send notifications, or add to specific lists based on activity scores.
Step 5. Coordinate scheduling for seamless automation.
Align Coefficient’s export schedule with workflow enrollment timing for seamless automation. Set up daily calculations that trigger workflows during business hours for optimal response times.
Step 6. Create advanced workflow integrations.
Use calculated scores for lead scoring automation, nurture sequence triggers, sales rep assignments, and escalation workflows. Build sophisticated automation that responds to weighted performance metrics.
Automate with sophisticated calculations
This combination provides the sophisticated calculation capabilities that HubSpot workflows require but cannot generate independently. Start automating with weighted activity point calculations in your HubSpot workflows.
