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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.”
HubSpotCoefficientYou can automatically synccontacts to Excel using, which creates a live data connection that eliminates manual CSV downloads and keeps your spreadsheet current without any manual work.
Here’s how to set up the sync and configure automatic refreshes so your contact data stays up-to-date.
Set up automatic HubSpot contact sync using Coefficient
Unlike HubSpot’s native functionality that requires manual CSV downloads, Coefficient creates a live connection between your CRM and Excel. This means your contact data updates automatically on whatever schedule you choose.
How to make it work
Step 1. Connect HubSpot to your Excel spreadsheet.
HubSpotOpen Coefficient’s sidebar in Excel and go to “Connected Sources.” Add youraccount through the secure connection process. This creates the foundation for all your automated imports.
Step 2. Configure your contact import with custom filtering.
Select the specific contact properties you need, including custom fields. Apply up to 25 filters with AND/OR logic to focus on relevant contacts. For example, set lifecycle stage = “Customer” AND lead source = “Website” to pull only qualified contacts.
Step 3. Set up automatic refresh schedules.
Choose from hourly, daily, or weekly refreshes based on how current you need your data. You can also add on-sheet buttons for manual refreshes when needed. The system runs in the background without interrupting your work.
Step 4. Handle associated data and relationships.
Pull related information like associated deals or companies using Primary Association, Comma Separated, or Row Expanded display options. This gives you complete context for each contact without multiple exports.
Why this beats manual contact exports
This automated approach saves hours of repetitive work while keeping your Excel formulas intact. When new contacts are added, Coefficient’s Formula Auto Fill Down feature automatically copies your calculations to new rows, so your analysis stays current without rebuilding spreadsheets.
Try CoefficientReady to eliminate manual contact exports?and set up your first automated HubSpot sync today.
