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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.”
HubSpotIntegrating third-party email tools like Instantly can disruptworkflows because they operate outside HubSpot’s native ecosystem. Your workflows can’t trigger based on external email activities, and contact lifecycle stages may not advance properly.
Here’s how to preserve your existing workflow investments while extending their capabilities to include third-party email tool data.
Preserve workflow functionality using Coefficient
CoefficientHubSpotcreates an engagement data bridge that maintains your existingworkflow investments while extending their capabilities. This approach ensures your automation remains synchronized across both platforms.
How to make it work
Step 1. Create an engagement data bridge.
Use Coefficient to import both HubSpot contact data and Instantly engagement metrics into Google Sheets. Apply Dynamic Filtering to identify contacts with recent email activity that should trigger workflow actions.
Step 2. Calculate workflow triggers in your spreadsheet.
Build formulas to determine which contacts should advance in lifecycle stages or receive lead scoring updates based on Instantly engagement data. For example, create rules like “contacts with 3+ email opens in 7 days = Marketing Qualified Lead.”
Step 3. Update HubSpot properties to trigger workflows.
Use Coefficient’s Scheduled Exports with UPDATE actions to push engagement flags and scores back to custom HubSpot contact properties. Set up your existing workflows to trigger based on these property changes, maintaining your current automation logic.
Step 4. Prevent duplicate communications.
Set up Conditional Exports that only update contacts when specific engagement thresholds are met. This prevents workflow conflicts between HubSpot and Instantly campaigns by ensuring proper suppression rules are maintained.
Step 5. Monitor workflow health with alerts.
Configure Coefficient’s Alerts to notify you when workflow-critical data updates occur. This ensures your automation remains synchronized and you can quickly address any issues that arise between platforms.
Keep your workflows running smoothly
Start preservingThis approach maintains your existing HubSpot workflow investments while extending their capabilities to include third-party email tool data.your workflow functionality while gaining the benefits of specialized email tools.
