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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.”
Coefficient uniquely enables native spreadsheet functions like XLOOKUP on live external data sources. You can combine HubSpot and Snowflake data seamlessly using familiar formulas before updating your CRM.
This approach leverages the power of spreadsheet functions on real-time data, something impossible with traditional static exports.
Combine live data sources with XLOOKUP using Coefficient
The key advantage is applying familiar Excel functions to live, refreshing data. Your XLOOKUP formulas automatically recalculate when either data source updates, maintaining accuracy without manual intervention.
How to make it work
Step 1. Set up live data sources in separate tabs.
Import HubSpot contacts in one tab with columns like Email, Contact ID, and current properties. Import Snowflake app usage data in another tab with user_email, login_count, last_active, and feature_usage_score. Both connections refresh automatically on your chosen schedule.
Step 2. Create XLOOKUP formulas for data enrichment.
Use formulas like =XLOOKUP(A2, ‘Snowflake Data’!A:A, ‘Snowflake Data’!D:D, “No Usage Data”) to match HubSpot contact emails with Snowflake usage scores. The formula searches the Snowflake sheet for matching emails and returns the corresponding feature usage score.
Step 3. Build advanced lookup patterns.
Create multiple property lookups with =XLOOKUP(A2, ‘Snowflake Data’!A:A, ‘Snowflake Data’!B:E) to return entire rows of usage data. Use conditional enrichment like =IF(XLOOKUP(A2,’Snowflake Data’!A:A,’Snowflake Data’!C:C,0)>30, “Active”, “Inactive”) to create calculated properties based on usage thresholds.
Step 4. Enable automated formula management.
Turn on Coefficient’s Formula Auto Fill Down feature so new contacts automatically get XLOOKUP formulas applied. Formulas recalculate when either data source refreshes, eliminating manual formula copying and ensuring consistent enrichment logic.
Step 5. Export enriched data to HubSpot.
Select your enriched columns with XLOOKUP results and use Coefficient’s Export to HubSpot feature. Map calculated columns to HubSpot properties, review changes, and execute updates with one click.
Apply familiar formulas to live external data
XLOOKUP on live data combines the familiarity of spreadsheet functions with the power of real-time external connections. Your enrichment logic stays current automatically as both data sources refresh. Start using advanced formulas on live data today.
