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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 workflows can’t trigger dashboard refreshes every 15 minutes because dashboard refresh isn’t available as a workflow action. The platform’s native refresh options are limited to manual updates and basic scheduled intervals that you can’t customize.
But there’s a better way to get your dashboards updating automatically every 15 minutes with fresh data from your CRM.
Set up custom 15-minute refresh intervals using Coefficient
Coefficient bypasses HubSpot’s refresh limitations by pulling your HubSpot data directly into spreadsheets with flexible scheduling options. Instead of relying on HubSpot’s dashboard system, you create live dashboards in Google Sheets or Excel that automatically update as HubSpot data refreshes every 15 minutes.
How to make it work
Step 1. Connect your HubSpot data to your spreadsheet.
Install Coefficient in Google Sheets or Excel, then use the sidebar to connect to your HubSpot account. Select the objects and fields you want in your dashboard – deals, contacts, companies, or custom objects. Apply any filters to focus on the data that matters most.
Step 2. Configure your 15-minute refresh schedule.
In the import settings, choose “Custom” for your refresh interval and set it to 15 minutes. This creates an automated schedule that pulls fresh data from HubSpot every quarter hour without any manual intervention.
Step 3. Build your dashboard with live formulas.
Use your spreadsheet’s native functions to create charts, pivot tables, and calculations that update automatically when the data refreshes. Set up conditional formatting to highlight changes or use formulas to calculate metrics that HubSpot can’t handle natively.
Step 4. Set up alerts for key changes.
Configure Slack or email notifications to alert your team when new data comes in or when specific metrics cross important thresholds. This keeps everyone informed without having to constantly check the dashboard.
Start automating your dashboard refreshes today
This approach gives you the granular refresh control that HubSpot’s native system can’t provide, ensuring your reports always show current data. Try Coefficient to set up your first automated 15-minute refresh schedule.
