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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.”
Pre-sales teams waste 5-10 minutes per demo request manually copying deal amounts, company details, and contact information from their CRM into tracking spreadsheets. This manual process creates errors, delays, and frustration across the entire sales workflow.
Here’s how to create a bidirectional bridge between your CRM and spreadsheets that automatically populates demo trackers with comprehensive deal and company information.
Automate CRM data population using Coefficient’s lookup functions
Coefficient eliminates manual data entry by creating automated connections between your CRM and spreadsheets. When new demo requests appear in your tracker, Coefficient automatically enriches them with deal values, company sizes, and sales context from HubSpot without any manual intervention.
How to make it work
Step 1. Set up automated CRM data imports.
Use Coefficient’s “Import from Objects & Fields” to pull HubSpot data directly into your demo request tracker. Select relevant fields like Deal properties, Associated Company details, and Contact information. Configure filters to import only active deals or specific pipeline stages, then set up hourly automated refreshes.
Step 2. Implement dynamic field mapping with lookup functions.
Add the =hubspot_lookup formula to auto-populate CRM details based on any identifier like Deal ID, Company Name, or Email. Use this comprehensive formula: =hubspot_lookup(“Deal”, “Deal ID”, A2, {“Amount”, “Close Date”, “Deal Stage”, “Associated Company.Name”, “Associated Company.Industry”, “Associated Company.Annual Revenue”}). This single formula replaces multiple manual lookups.
Step 3. Configure intelligent data joining for new requests.
When Slack workflow forms create new rows with basic identifiers, Coefficient automatically enriches them using the Formula Auto Fill Down feature. This ensures new demo requests are immediately populated with CRM context, and formulas automatically copy to new rows during each refresh cycle.
Step 4. Implement bulk data operations for efficiency.
Use batch lookups for processing multiple requests simultaneously: =hubspot_lookup(“Deal”, “Deal ID”, A2:A100, {field list}). This approach processes hundreds of demo requests without manual intervention while Coefficient handles API rate limits automatically.
Step 5. Add data validation and error prevention.
Coefficient maintains data type consistency from source systems and provides hyperlinked Object IDs for direct navigation back to CRM records. “Written by Coefficient At” timestamps track data freshness, ensuring you always know when information was last updated.
Recover hours of productivity for actual customer engagement
This automated enrichment saves 4-8 hours weekly for teams processing 50+ requests, redirecting that time to demo preparation and customer engagement instead of data entry. Start automating your demo request workflow with Coefficient today.
