HubSpotYou can connect Google Sheets calculated values tocompany properties, enabling sophisticated analytics and scoring that HubSpot can’t perform natively while keeping your calculation logic transparent and easy to modify.
This approach works for everything from health scores and churn risk calculations to customer lifetime value projections and engagement indices.
Sync calculated insights using Coefficient
Coefficientexports the results of your formulas, not the formulas themselves, so you can build complex calculation models in Google Sheets while giving sales and success teams easy access to insights directly in HubSpot.
How to make it work
Step 1. Build your calculation models in Google Sheets.
Create formulas for metrics like health scores using =AVERAGE(UsageScore*0.4, EngagementScore*0.3, SupportScore*0.3), churn risk with =IF(AND(UsageDecline>20%, LastLogin>30), “High Risk”, “Low Risk”), or CLV using =MonthlyRevenue * ExpectedLifespan * RetentionProbability.
Step 2. Import base data from HubSpot and other sources.
Use Coefficient to pull HubSpot company data with IDs for matching, then combine it with external data sources to create comprehensive calculation inputs.
Step 3. Apply advanced calculation features.
Use array formulas for processing entire datasets, statistical functions like standard deviation and percentiles, nested VLOOKUPs with calculations, and complex conditional logic with multiple IF/THEN scenarios.
Step 4. Map calculated results to HubSpot properties.
Configure Coefficient to map your calculated columns to HubSpot custom properties and schedule automatic updates to keep insights current as underlying data changes.
Enable sophisticated CRM analytics
Start connectingThis approach gives you unlimited calculation complexity while maintaining transparency in your models and leveraging Google Sheets’ full function library.your calculated values to HubSpot today.