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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 automatically update company properties when transaction data is imported, but they struggle with complex calculations and may not trigger reliably with bulk imports.
Here’s how to create trigger fields that make workflows respond consistently to transaction data changes.
Create reliable workflow triggers with pre-processed data using Coefficient
Coefficient enhances workflow reliability by letting you create calculated trigger fields in your spreadsheet before pushing to HubSpot or HubSpot . This gives workflows simple TRUE/FALSE values to act on instead of complex transaction calculations.
How to make it work
Step 1. Import transaction data and calculate company-level metrics.
Use Coefficient to pull your transaction data into your spreadsheet. Create calculated columns for metrics like total revenue, transaction count, and last transaction date. These become the foundation for your workflow triggers.
Step 2. Create trigger columns with TRUE/FALSE values.
Add columns like “Monthly_Revenue_Updated” or “Large_Transaction_Flag” that use IF statements to return TRUE when specific conditions are met. For example: =IF(SUM(revenue_this_month)>10000,TRUE,FALSE) creates a simple trigger for high-value months.
Step 3. Push both transaction records and trigger values to HubSpot.
Export your data using Coefficient, including both the detailed transaction information and your calculated trigger fields. Map trigger fields to custom company properties that your workflows can monitor.
Step 4. Set up HubSpot workflows that respond to trigger field changes.
Create workflows that trigger when “Monthly_Revenue_Updated” equals TRUE, “Large_Transaction_Flag” equals TRUE, or “Payment_Overdue” equals TRUE. These simple conditions are much more reliable than trying to calculate complex logic within HubSpot workflows.
Make your workflows respond reliably to transaction changes
Pre-calculated trigger fields eliminate the complexity that causes workflow failures and give you sophisticated automation based on transaction data. Start building reliable transaction-based workflows.
