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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.”
HubSpotNo, Instantly doesn’t natively sync engagement data back toCRM. Email opens, clicks, and replies remain siloed in Instantly’s dashboard, creating blind spots in your contact timeline and engagement scoring.
But you can bridge this gap and create unified engagement tracking that gives you complete visibility into email performance within your CRM.
Create unified engagement tracking using Coefficient
CoefficientHubSpotcan bridge the gap between Instantly andwith bi-directional data sync capabilities. This creates a comprehensive engagement tracking system that HubSpot’s native tools cannot achieve with Instantly alone.
How to make it work
Step 1. Import HubSpot contact data.
Use Coefficient to pull your HubSpot contacts into Google Sheets with scheduled refreshes. This ensures you’re working with current CRM data and can match contacts across both platforms using email addresses as the primary key.
Step 2. Consolidate engagement metrics from Instantly.
Export Instantly campaign performance data including opens, clicks, and replies to the same spreadsheet. Use Coefficient’s Formula Auto Fill Down feature to automatically calculate engagement scores when new data arrives from your campaigns.
Step 3. Push enriched data back to HubSpot.
Create custom contact properties in HubSpot for “Last Email Open Date,” “Email Engagement Score,” and “Instantly Campaign Status.” Use Coefficient’s UPDATE export action to push calculated engagement metrics back to these custom HubSpot contact properties.
Step 4. Automate the process with scheduling.
Set up Coefficient’s Scheduled Exports to automate this process. Configure the system to run daily or weekly updates so your HubSpot data stays current with Instantly engagement activity.
Step 5. Monitor with alerts for high-engagement contacts.
Configure Coefficient’s Slack and Email Alerts to notify your sales team when high-engagement contacts are identified. This triggers timely follow-up actions based on email activity that would otherwise go unnoticed in HubSpot.
Get complete email engagement visibility
Start buildingThis approach provides better engagement visibility than many native email integrations by combining detailed Instantly metrics with HubSpot’s contact management capabilities.your unified engagement tracking system today.
