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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.”
Apollo’s workflow filters represent hours of fine-tuning your lead qualification process, but they get lost when you automate weekly imports to HubSpot .
Here’s how to preserve your proven filtering logic while building automation that enhances rather than replaces your existing lead quality standards.
Recreate and enhance your Apollo filters in automated workflows
Coefficient lets you document and migrate your current Apollo workflow filters, then enhance them with dynamic filtering capabilities and cross-platform validation. You can apply your original rules during import, add HubSpot-specific validation in spreadsheets, and create enhanced business rules that adapt to changing conditions.
How to make it work
Step 1. Map your existing filter logic.
Export your Apollo workflow filter configurations and recreate them using Coefficient’s filtering system. Apply basic filters like company size and industry during import, then enhance with spreadsheet formulas for complex conditions like lead scoring and engagement history.
Step 2. Build multi-stage filtering process.
Create a layered approach: Stage 1 applies original Apollo filters during import, Stage 2 adds HubSpot -specific validation like duplicate checking, Stage 3 applies enhanced business rules, and Stage 4 provides final qualification before export.
Step 3. Implement dynamic filter management.
Point your filters to specific spreadsheet cells for easy updates. Create formulas like: =IF(AND(Company_Size>CELL(“B2”), Industry=CELL(“B3”), NOT(VLOOKUP(Email,Existing_Customers,1,FALSE))), “QUALIFIED”, “FILTERED”). This lets you modify criteria without changing the automation.
Step 4. Set up automated weekly workflow.
Configure Sunday 2 AM imports with preserved filters applied. Add data processing that applies enhanced filtering logic, quality validation that reviews filtered results, and HubSpot export that pushes only qualified leads to designated contact lists.
Automation that improves your proven filtering system
This approach ensures your Apollo workflow filters remain effective while adding sophisticated enhancements that improve lead quality and reduce manual oversight. Try Coefficient to build filtering automation that actually preserves your hard work.
