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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.”
Most CRMs require manual line item entry or have limited bulk import capabilities that break down with complex product configurations. You spend hours copying data from Excel calculations into individual deal records.
Here’s how to create automated workflows that connect Excel calculations directly to CRM deal line items without any manual intervention.
Automated deal line items with live Excel connections using Coefficient
CoefficientHubSpoteliminates manual data entry by maintaining live connections between Excel calculations anddeal records. Unlike native CRM tools that require manual CSV uploads, this approach ensures your deal line items always reflect current product configurations.
How to make it work
Step 1. Set up scheduled exports to automatically push Excel calculations to CRM deals.
HubSpotConfigure automated exports from Excel todeals on custom schedules – hourly, daily, weekly, or monthly. The system handles multiple deals with multiple line items in single batch operations.
Step 2. Configure trigger-based updates using Coefficient’s alert system.
Set up automatic line item creation when Excel calculations change. Use cell value changes as triggers to push updated product configurations to your CRM immediately.
Step 3. Map Excel rows to CRM line item fields with conditional logic.
Connect quantity, SKU, price, and description fields automatically. Set up conditional logic to only export when calculations are complete – like when a status column shows “Final” or “Approved”.
Step 4. Implement batch processing for multiple deals simultaneously.
Handle complex scenarios where one Excel sheet feeds line items to multiple deals. The system maintains proper associations and prevents data corruption during bulk operations.
Keep deal line items current without lifting a finger
Automate your workflowThis automation maintains live connections between your Excel calculations and CRM data, ensuring deal line items stay accurate without manual updates. Ready to eliminate data entry completely?with Coefficient.
