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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 be triggered by external API calls or webhooks to refresh reports because dashboard refresh functionality isn’t available as a workflow action. While HubSpot workflows can receive webhooks, they can’t execute report refresh commands.
Here’s how to set up API-driven refresh capabilities that let external systems trigger immediate report updates when critical data changes occur.
Build API-driven refresh automation using Coefficient
Coefficient offers superior API-driven refresh capabilities through its integration architecture. You can implement refresh triggers through spreadsheet automation, set up webhook-responsive imports, and create conditional refresh logic that responds to external system updates from your HubSpot data.
How to make it work
Step 1. Set up spreadsheet automation scripts.
Use Google Apps Script or Excel VBA to create refresh triggers that call Coefficient’s refresh functions. These scripts can receive webhook data or API calls from external systems and immediately trigger HubSpot data refreshes in your reports.
Step 2. Configure webhook-responsive imports.
Set up Coefficient imports that refresh based on data changes triggered by external webhook events. When your marketing automation platform or sales tools send webhooks about important updates, your reports can refresh automatically to reflect those changes.
Step 3. Create conditional refresh logic with cell references.
Build imports that refresh based on cell value changes, which can be updated via external API calls to your spreadsheet. This creates a bridge between external systems and your Coefficient refresh triggers.
Step 4. Set up integration-friendly scheduling.
Configure Coefficient refreshes to run immediately after external systems update data. This ensures your reports reflect the latest information right when critical data changes occur, not during the next scheduled refresh cycle.
Enable external system integration
This approach provides the API-driven refresh automation that HubSpot’s workflow system can’t deliver. Your external systems can trigger immediate report updates when critical data changes occur, keeping your dashboards synchronized with your entire tech stack. Build your API-driven refresh system today.
