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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.”
HubSpotYou can connect Excel directly tofor real-time lead deduplication without writing a single line of VBA code. The key is using a no-code solution that handles API authentication, rate limiting, and data formatting automatically.
Here’s how to set up live data connections and automated refresh capabilities that keep your deduplication efforts current without complex programming.
Connect Excel to HubSpot with live data sync using Coefficient
Coefficientcreates a direct bridge between Excel and HubSpot’s API, eliminating the need for manual exports or VBA scripting. Unlike native HubSpot functionality, you get persistent connections that pull real-time contact, company, and deal data directly into your spreadsheet.
How to make it work
Step 1. Install Coefficient and connect to HubSpot.
Download Coefficient from the Microsoft Store and authorize the connection to your HubSpot portal. The sidebar “Connected Sources” menu handles all API authentication automatically, so you don’t need to manage tokens or credentials.
Step 2. Set up your data import with custom filtering.
Choose which HubSpot objects you need (contacts, companies, deals) and select specific fields for comparison. Apply up to 25 filters with AND/OR logic to import only relevant records – for example, filter by lead status, creation date, or specific properties to focus your deduplication on the most important data segments.
Step 3. Configure automated refresh schedules.
Set up scheduled imports to run hourly, daily, or weekly so your HubSpot data updates automatically. You can also add manual refresh buttons for on-demand updates when processing new lead lists. This ensures your deduplication comparisons always work against current CRM records.
Step 4. Build your deduplication formulas.
Use Excel’s built-in functions like VLOOKUP, XLOOKUP, or INDEX/MATCH to compare your lead list against the live HubSpot data. When new records are added during scheduled refreshes, Coefficient’s Formula Auto Fill Down feature automatically copies your deduplication logic to new rows.
Start deduplicating leads with live HubSpot data
Try CoefficientThis approach gives you real-time data synchronization that manual macro solutions simply can’t match. The automated refresh capabilities and advanced filtering options make lead deduplication both more accurate and less time-intensive.to connect your Excel sheets to HubSpot today.
