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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’sInstantly email opens don’t appear incontact timeline by default because the platform only displays activities from connected email accounts or native HubSpot emails, creating engagement tracking blind spots in your CRM.
But you can create a comprehensive tracking system that integrates this engagement data and provides better visibility than many native email integrations.
Email tracking integration using Coefficient
CoefficientHubSpotcan create a comprehensive tracking system that integrates Instantly engagement data with. This system provides better engagement visibility than many native email integrations by combining detailed Instantly metrics with HubSpot’s contact management capabilities.
How to make it work
Step 1. Export Instantly engagement data automatically.
Set up regular exports of Instantly campaign performance data including email opens, clicks, and contact details to Google Sheets. Use Coefficient’s Import Refreshes to automate this data collection process on a daily or weekly schedule.
Step 2. Match contacts across platforms.
Import your HubSpot contact data using Coefficient and create lookup formulas to match Instantly email recipients with HubSpot contact records using email addresses as the primary key. Use =VLOOKUP() or =INDEX(MATCH()) functions for accurate matching.
Step 3. Create engagement scoring system.
Build formulas to calculate email engagement scores based on Instantly opens, clicks, and responses. For example, assign 1 point for opens, 3 points for clicks, and 5 points for replies. Use Coefficient’s Formula Auto Fill Down to automatically apply these calculations to new engagement data.
Step 4. Update HubSpot contact properties.
Create custom contact properties in HubSpot for “Last Email Open Date,” “Email Engagement Score,” and “Instantly Campaign Status.” Use Coefficient’s UPDATE export actions to push this calculated data to HubSpot contacts automatically.
Step 5. Trigger HubSpot activities and workflows.
While you can’t directly add timeline activities, update contact properties that trigger HubSpot workflows. These workflows can create tasks, send internal notifications, or advance contacts through your sales process based on Instantly engagement activity.
Step 6. Build engagement reporting and history.
Use Coefficient’s Snapshots to preserve historical engagement data and create comprehensive reports that show email performance trends over time. This provides better long-term visibility than Instantly’s native reporting.
Step 7. Set up real-time alerts for high engagement.
Configure Coefficient’s Alerts to notify sales reps immediately when high-value contacts open emails in Instantly campaigns. Set thresholds like “3+ opens in 24 hours” to trigger immediate follow-up notifications.
Get complete email engagement visibility
Start trackingThis system provides better engagement visibility than many native email integrations by combining detailed Instantly metrics with HubSpot’s contact management capabilities.your email engagement across both platforms today.
