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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.”
HubSpotCoefficient’sYou can automatically updatecontact properties when Google Sheets process status changes usingscheduled export functionality, eliminating manual CSV uploads and API development.
This guide shows you how to set up seamless automation that keeps HubSpot contact data synchronized with your evolving spreadsheet processes.
Set up automatic contact property updates using Coefficient
HubSpot’s native tools require manual CSV uploads or custom API development for external data updates. But process management often happens in Google Sheets where status changes need to trigger immediate HubSpot updates for email automation and workflow enrollment.
Coefficient automates this entire process, maintaining data integrity through automatic field mapping and enabling real-time contact property updates based on spreadsheet changes.
How to make it work
Step 1. Configure scheduled exports for automatic updates.
Set up Coefficient to automatically push Google Sheets process status changes to HubSpot contact properties. Choose hourly, daily, or custom schedules based on your process timing needs. Access this through Coefficient’s sidebar under “Export to HubSpot” and select your process tracking spreadsheet.
Step 2. Use conditional exports for targeted updates.
Leverage Coefficient’s conditional export feature to only update contacts when specific process status changes occur. Set conditions like “only when Status column changes from Pending to Approved” or “when Decision Date is within the last 24 hours” to avoid unnecessary updates.
Step 3. Map status fields to HubSpot contact properties.
Connect your Google Sheets process columns to corresponding HubSpot contact properties. Map process stage to custom lifecycle properties, decision outcomes to multiple checkbox properties, and timestamps to date properties for sequence timing. Create custom properties in HubSpot if needed.
Step 4. Enable change tracking and audit trails.
Use Coefficient’s “Append New Data” feature to maintain an audit trail of all status changes while updating current contact records. Add timestamp columns in your Google Sheets using formulas like =NOW() to track when changes occur and sync this history to HubSpot.
Step 5. Set up alerts for critical updates.
Configure Coefficient’s Slack and email alerts to notify your team when critical status changes are synced to HubSpot. Set alerts for high-priority status changes or sync failures to ensure your team knows when important updates occur.
Keep HubSpot contacts perfectly synchronized
Start with CoefficientThis automation ensures HubSpot contact properties always reflect your current process status without manual intervention. Your email workflows and sequences trigger immediately when spreadsheet processes update.to automate your contact property updates today.
