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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.”
Native HubSpot audit logs are limited and expire, making them insufficient for compliance requirements or comprehensive pipeline analysis.
Here’s how to create enterprise-grade audit trails that provide permanent, searchable records of all pipeline changes.
Build comprehensive audit infrastructure using Coefficient
Coefficient provides enterprise-grade audit trail capabilities that address both compliance and analytical needs with permanent, timestamped records of all pipeline changes.
How to make it work
Step 1. Configure comprehensive audit import.
Import HubSpot Deals with all audit-relevant fields: Deal ID, Name, Stage, Amount, Close Date, Owner, Last Modified By, Modified Date, and any compliance-specific custom fields. Enable “Append new data” for historical preservation.
Step 2. Establish real-time tracking.
Schedule refreshes every 1-2 hours for near real-time tracking. Each refresh creates a timestamped snapshot that captures the state at the moment of import.
Step 3. Add change detection formulas.
Create calculated fields for change detection:and track specific changes:
Step 4. Build compliance reporting.
Set up email alerts for high-value deal changes, create separate audit sheets for different compliance requirements, and build dashboards showing change frequency and patterns. Use Snapshots feature for monthly compliance archives.
Meet compliance requirements with permanent audit trails
This solution provides SOX, GDPR, or internal compliance teams with complete visibility into pipeline changes without expensive audit software. Create your comprehensive audit system today.
