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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 doesn’t offer built-in scheduled imports from external spreadsheets, requiring users to manually upload data repeatedly or invest in complex API integrations for ongoing synchronization.
Here’s how to set up true automated sync between your Google Sheets and HubSpot contacts with flexible scheduling options.
Automated contact sync with flexible scheduling using Coefficient
CoefficientHubSpotexcels at automatedintegration through its scheduled export functionality, addressing the major limitation in HubSpot’s native capabilities.
How to make it work
Step 1. Configure your scheduled export settings.
Set up hourly, daily, or weekly automated exports from your Google Sheets to HubSpot contacts. Configure UPDATE, INSERT, or DELETE actions based on your data requirements and set conditional logic to only sync rows meeting specific criteria.
Step 2. Set up automated workflow parameters.
Connect your Google Sheets data to HubSpot through Coefficient’s sidebar, map columns to HubSpot contact properties automatically, and schedule the export frequency based on your business needs.
Step 3. Enable advanced automation features.
Configure “Append New Data” to only sync newly added rows, preventing duplicate processing. Use Formula Auto Fill Down to automatically apply calculations to new rows before sync, and set up Slack and email alerts for sync completion notifications.
Step 4. Implement Contact List automation.
Use Coefficient’s specialized Contact List Sync to automatically add contacts to specific HubSpot lists during scheduled exports. This provides bi-directional sync between your spreadsheet workflows and CRM data management.
Step 5. Monitor and optimize sync performance.
Use dynamic filtering that references spreadsheet cells for flexible sync parameters and configure conditional exports to only process validated data, ensuring sync quality and efficiency.
Set up true automation for your contact data
AutomateThis provides a significant advantage over HubSpot’s limitation of requiring manual CSV imports, enabling ongoing synchronization without constant manual intervention.your contact sync with Coefficient today.
