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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’sMoving all deals from a specific salesperson to a new pipeline while keeping automations working requires precise filtering and simultaneous field updates thatnative tools can’t handle effectively.
You’ll learn how to execute salesperson-specific migrations while ensuring your automation workflows recognize deals in their new pipeline context.
Salesperson-focused deal migration with automation preservation using Coefficient
Coefficientprovides the precision filtering and simultaneous field updates needed for salesperson-specific migrations. This approach ensures deals enter the new pipeline with proper stage assignments, triggering workflow enrollment and maintaining deal history that automations reference.
How to make it work
Step 1. Extract deals with targeted salesperson filtering.
Use Coefficient to import deals with filters set to specific Deal Owner(s). Include Deal ID, Deal Name, Pipeline, Deal Stage, Amount, Close Date, Owner, and relevant custom properties. Apply additional filters for date ranges, deal amounts, or custom criteria as needed.
Step 2. Create pipeline and stage mapping for the transition.
Build mapping logic to assign deals to the new pipeline with corresponding stages. Use formulas like =IF(Owner=”Sarah Johnson”,”New Enterprise Pipeline”,Current_Pipeline) and =VLOOKUP(Current_Stage,Stage_Mapping_Table,2,FALSE) to ensure deals land in equivalent stages that maintain sales process momentum.
Step 3. Execute automation-friendly updates.
HubSpotUpdate Pipeline, Deal Stage, and any other required fields (like Owner if reassigning). Use Coefficient’s UPDATE export to push changes back to. The simultaneous field updates ensure HubSpot’s pipeline automations recognize the deals in their new context.
Step 4. Monitor migration progress and automation triggers.
Create a tracking dashboard to monitor migration progress using Coefficient’s refresh capabilities. Verify automation triggers fired correctly and set up alerts for any deals that may need manual attention.
Execute seamless salesperson transitions
TryThis method provides precise salesperson filtering with complex criteria support while maintaining automation workflow integrity.this approach for your next salesperson deal transition.
