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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 createworkflow enrollment criteria from Google Sheets filters by converting your filter logic into calculated properties that serve as workflow triggers for sophisticated automation.
This creates a powerful system where your spreadsheet-based segmentation logic drives HubSpot workflow automation with more flexibility than either platform could achieve alone.
Transform filter logic into workflow triggers using Coefficient
Coefficientenables you to export filtered data to specific HubSpot properties that serve as workflow triggers, creating dynamic enrollment criteria based on your Google Sheets filter combinations and calculations.
How to make it work
Step 1. Convert filters into calculated columns.
Transform your Google Sheets filter criteria into calculated columns that output boolean values (TRUE/FALSE) or specific text values for workflow enrollment. For example, create a formula that returns “Qualified” when multiple filter conditions are met.
Step 2. Set up conditional property updates.
Use Coefficient’s conditional export functionality to only update HubSpot properties when your Google Sheets filters identify qualifying records. This ensures workflows trigger only for contacts that meet your specific segmentation criteria.
Step 3. Leverage dynamic filter references.
Use Coefficient’s dynamic filtering capability to point filter values to specific spreadsheet cells, making your enrollment criteria easily adjustable without reconfiguring exports. Change a cell value to instantly modify workflow enrollment logic.
Step 4. Create multi-criteria workflow enrollment.
Export multiple calculated columns to different HubSpot custom properties, enabling complex workflow enrollment based on combinations of your Google Sheets filter logic. This allows for sophisticated segmentation-based automation.
Step 5. Schedule regular criteria evaluation.
Set up scheduled exports to regularly evaluate your filter criteria and update HubSpot properties, ensuring workflow enrollment stays current with changing data and evolving filter conditions.
Step 6. Configure HubSpot workflows to use filter-based triggers.
In HubSpot, create workflows that trigger when your exported properties meet specific values, effectively using your spreadsheet filters as enrollment triggers. This bridges your segmentation logic with workflow execution.
Unlock advanced segmentation-driven automation
Start buildingThis approach leverages Google Sheets’ superior filtering capabilities while enabling sophisticated HubSpot workflow automation for more dynamic and flexible marketing automation.your filter-driven workflows today.
