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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.”
Sales teams waste hours manually copying deal information from HubSpot into demo request trackers every time someone submits a Slack workflow form. This creates delays, errors, and frustrated sales engineers who need context fast.
Here’s how to build a fully automated system that enriches demo requests with live deal data the moment they’re submitted.
Connect Slack forms to live HubSpot data using Coefficient
Coefficient acts as the bridge between your Slack workflow forms and HubSpot data. When someone submits a demo request through Slack, the form populates a Google Sheet with basic details like requester name and deal ID. Coefficient then automatically pulls comprehensive deal information from HubSpot and enriches each request with deal value, company size, and sales context.
How to make it work
Step 1. Set up your Slack workflow to populate Google Sheets.
Configure your Slack workflow form to automatically send demo request submissions to a designated Google Sheet. Each submission should create a new row with the requester’s name, deal ID, and requested demo date. This becomes your staging area for enrichment.
Step 2. Install Coefficient and connect to HubSpot.
Add the Coefficient add-on to your Google Sheet and connect it to your HubSpot account. Import deal data with custom field selection including Deal Name, Amount, Company Name, Employee Size, Deal Stage, and Owner. Use Coefficient’s dynamic filtering to pull only relevant deals with up to 25 filters using AND/OR logic.
Step 3. Implement automated data enrichment with lookup formulas.
Add the =hubspot_lookup formula to automatically match Deal IDs from Slack submissions with comprehensive HubSpot records. Use this formula: =hubspot_lookup(“Deal”, “Deal ID”, A2, {“Amount”, “Company Name”, “Employee Size”, “Deal Stage”}). This eliminates manual data entry by auto-populating company context and deal value.
Step 4. Configure automated refresh schedules.
Set up Coefficient’s automated hourly refreshes to ensure your tracker always contains current HubSpot data. This keeps your spreadsheet as a live, dynamic workflow tool rather than a static export that becomes outdated.
Step 5. Set up real-time Slack alerts with enriched context.
Configure Coefficient’s “Changed rows alert” to detect new demo requests and send enriched Slack notifications. Include the automatically pulled HubSpot deal context so sales engineers receive instant visibility into high-value deals without manual CRM lookups.
Transform fragmented processes into streamlined workflows
This no-code automation eliminates the manual work of copying deal information between systems while ensuring your team has instant access to critical context. Get started with Coefficient to build your automated demo request system today.
