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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 only offers manual CSV exports, forcing you to repeatedly download files and import them into Excel every time you need updated data for reports.
Here’s how to eliminate manual exports entirely and create a live data connection that updates your Excel workbook automatically.
Set up automatic HubSpot to Excel sync using Coefficient
CoefficientHubSpotcreates a directExcel integration that replaces manual exports with automated data syncing. Your existing formulas and formatting stay intact while fresh data flows in on your schedule.
How to make it work
Step 1. Install Coefficient and connect to HubSpot.
Add Coefficient as an Excel add-in from the Microsoft Store. Open the sidebar and authenticate with your HubSpot account using OAuth – no API tokens needed.
Step 2. Select your HubSpot data.
Choose any HubSpot object (contacts, deals, companies, tickets) from the sidebar. Pick specific fields you need and apply up to 25 filters across 5 filter groups to pull only relevant data.
Step 3. Schedule automatic refreshes.
Set your import to refresh hourly, daily, weekly, or monthly. Data updates automatically in your existing workbook without any manual intervention.
Step 4. Let your formulas auto-fill.
When new data arrives during scheduled refreshes, formulas in adjacent columns automatically copy down to new rows. Your calculations and formatting stay consistent across all updates.
Transform manual work into automated reporting
Get startedThis approach turns a time-consuming manual process into a set-and-forget automated workflow. Your HubSpot data stays current in Excel while preserving all your custom analysis and formatting.with automated HubSpot syncing today.
