)
Written by
Table of Contents
“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 trigger when deals exit stages, but they’re limited in how many scenario flag values they can capture and log comprehensively. You’d need separate workflow actions for each flag, and you’re restricted to only 5 workflows per object type.
Here’s how to monitor unlimited scenario flag values automatically whenever deals leave specific pipeline stages, without workflow limitations.
Monitor scenario flags at stage exits using Coefficient
Coefficient captures all scenario flag values simultaneously with every import, eliminating the need for multiple workflow actions. When you schedule imports every 30 minutes from HubSpot , the append feature builds a historical log that preserves all flag values at the moment deals exit stages. This approach lets you track unlimited custom properties and scenario flags without hitting workflow limits or requiring complex setup for each flag.
How to make it work
Step 1. Configure targeted scenario flag imports.
Create a HubSpot import focused on your target pipeline that includes all scenario flag custom properties, current stage, previous stage (if tracked), and stage transition timestamps. Schedule this import to run every 30 minutes during business hours.
Step 2. Build stage exit detection logic.
Enable Coefficient’s append functionality to create a historical log of each import. Add a formula like =IF(AND(C2<>C1,C1<>“”),”EXIT: “&C1&” → “&C2,””) to identify when deals move from specific stages you’re monitoring, flagging these exits automatically.
Step 3. Create scenario flag tracking system.
When stage exits are detected, that appended row contains all scenario flag values at that moment. Use conditional formatting to highlight specific flag combinations or create summary sheets that show flag patterns when deals exit different stages.
Step 4. Set up automated monitoring alerts.
Configure Coefficient’s Slack or email alerts to notify you when high-priority deals exit stages. Include scenario flag values in alert messages using variables, so you get immediate visibility into which flags were active when important deals moved out of key stages.
Track unlimited scenario flags
This monitoring system captures multiple scenario flags simultaneously without workflow restrictions. You’ll have a complete historical record for pattern analysis and can identify correlations between flag combinations and stage progression success. Start monitoring your scenario flags with Coefficient today.
