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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.”
CoefficientHubSpot workflows can’t directly access Google Sheets data, but you can create decision branching based on live spreadsheet data by syncing your Google Sheets logic to HubSpot properties using.
HubSpot’sThis approach lets you maintain complex business logic in Google Sheets while leveragingworkflow engine for automated decision branching and email sequences.
Turn Google Sheets formulas into HubSpot workflow decisions using Coefficient
HubSpot’s native workflow system only recognizes data within the HubSpot ecosystem, creating restrictions for businesses managing decision logic in external spreadsheets. The solution is continuously syncing your spreadsheet decision criteria to HubSpot properties that workflows can reference.
This lets you use Google Sheets’ powerful formula capabilities for complex decision trees while HubSpot handles the automated email routing and sequence management.
How to make it work
Step 1. Sync decision criteria from Google Sheets to HubSpot.
Use Coefficient to push your Google Sheets decision logic to HubSpot custom properties. Sync formulas results, status flags, and calculated scores as contact properties. Set up columns for boolean decisions (TRUE/FALSE), numeric scores for threshold branching, and text values for categorical routing.
Step 2. Configure dynamic filtering for conditional sync.
Set up Coefficient’s dynamic filters that reference specific cells in your spreadsheet. This lets you control sync criteria directly from Google Sheets – for example, only sync contacts where column G equals “Workflow Ready” or when a calculated score exceeds your threshold.
Step 3. Create workflow enrollment criteria using synced properties.
Design HubSpot workflows that use the synced properties for branch conditions. Create if/then branches based on application status, score-based routing for different email sequences, and geographic or demographic branching using spreadsheet calculations.
Step 4. Handle complex decision logic with pre-calculated results.
For sophisticated decision trees, use Google Sheets formulas to pre-calculate branch conditions, then sync the boolean results to HubSpot for simple true/false workflow decisions. This approach handles nested IF statements, VLOOKUP conditions, and multi-factor analysis that HubSpot can’t process natively.
Step 5. Maintain real-time updates for current decisions.
Schedule Coefficient exports every hour to ensure workflow decisions reflect current Google Sheets data. Use snapshots to preserve decision history and set up alerts to notify your team when critical decision criteria change and trigger new workflow enrollments.
Combine spreadsheet intelligence with workflow automation
Try CoefficientThis setup gives you the best of both platforms – Google Sheets’ formula power for complex logic and HubSpot’s automation engine for email sequences. Your workflows make smarter decisions based on real-time spreadsheet analysis.to connect your decision logic with workflow automation.
