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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.”
Coefficient’sHubSpotbi-directional sync transforms Excel from a reporting tool into an active data management platform, letting you analyzedata and push updates back to your CRM automatically.
You’ll be able to import CRM data for analysis, perform complex calculations in Excel, then sync results back to HubSpot on automated schedules.
Configure bi-directional HubSpot sync using Coefficient
Bi-directional sync represents the pinnacle of HubSpot Excel integration, enabling teams to both analyze HubSpot data and push updates back to the CRM. This creates a seamless data flow between your analysis and your CRM records.
How to make it work
Step 1. Establish automated HubSpot data imports.
HubSpotSet up scheduled imports using Coefficient to ensure Excel contains current CRM data. This creates the foundation for your analysis and ensures you’re working with up-to-date information from.
Step 2. Configure scheduled exports for pushing data back.
Set up automated exports to push Excel changes back to HubSpot using UPDATE, INSERT, or DELETE operations. Ensure consistent field mapping between import and export processes for seamless data flow.
Step 3. Set up conditional exports and association management.
Push data back to HubSpot only when specific conditions are met, like when a calculated score exceeds a threshold. Add or remove relationships between HubSpot objects, and use specialized contact list synchronization to manage HubSpot lists based on Excel analysis.
Step 4. Implement data integrity safeguards.
Enable automatic field validation to ensure Excel data meets HubSpot requirements before export. Monitor what data changes are being pushed to maintain audit trails, and get detailed feedback when export operations encounter issues.
Powerful use cases for bi-directional sync
Calculate lead scores in Excel using complex formulas, then push scores back to HubSpot contact properties. Perform territory analysis in Excel, then update contact and company owners in HubSpot automatically. Enhance HubSpot data with external sources in Excel, then sync enriched data back to your CRM. This bi-directional capability maintains data consistency across both platforms while leveraging Excel’s analytical power.
Get startedReady to turn Excel into a powerful HubSpot management tool?with Coefficient and set up your first bi-directional sync today.
