HubSpotYou can automatically updatecompany properties when your Google Sheets data changes using scheduled exports that run without any manual work on your part.
Here’s how to set up automatic syncing that keeps your CRM current with your spreadsheet calculations and data updates.
Set up automatic HubSpot updates using Coefficient
Coefficienthandles the heavy lifting by creating scheduled exports that push your Google Sheets data to HubSpot on whatever timeline works for your business – hourly, daily, or weekly.
How to make it work
Step 1. Import your HubSpot companies into Google Sheets.
Use Coefficient’s import feature to pull your company data with HubSpot IDs. This creates the foundation for matching records when you push updates back.
Step 2. Add your data columns in the spreadsheet.
Create columns for the metrics you want to sync back to HubSpot. For example, if you’re tracking active users, put company names in column A and active user counts in column C.
Step 3. Create a scheduled export in Coefficient.
Set up the export to run automatically on your preferred schedule. Map your Google Sheets columns to the corresponding HubSpot company properties – like mapping column C to your “Active Users” custom property.
Step 4. Configure error handling and notifications.
Enable alerts so you know when updates complete successfully or if any errors occur. Coefficient maintains update logs for troubleshooting and provides built-in error handling.
Keep your HubSpot data fresh automatically
Try CoefficientThis approach eliminates hours of manual data entry while ensuring your HubSpot properties stay current with your Google Sheets calculations.to automate your HubSpot updates today.