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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’snative export options require manual CSV downloads, lack real-time updates, have limited filtering options, and can’t maintain live connections for ongoing enrichment workflows.
Here’s how to create a fully automated lead enrichment pipeline that maintains live connections between HubSpot and your enrichment tools.
Advanced HubSpot export using Coefficient
Coefficientis specifically designed for this use case and provides superior capabilities compared to HubSpot’s native export options. This creates a comprehensive enrichment pipeline that’s impossible with native HubSpot export functionality.
How to make it work
Step 1. Configure live data connection.
Connect directly to your HubSpot CRM through Coefficient’s sidebar “Connected Sources” menu. Select specific objects like contacts, deals, or companies and choose exactly which fields you need for enrichment to optimize data transfer.
Step 2. Apply intelligent filtering for enrichment targets.
Use Coefficient’s advanced filtering with up to 25 filters across 5 filter groups to export only the contacts that need enrichment. Apply Dynamic Filtering that references spreadsheet cells for flexible criteria, such as contacts without company data or leads from specific sources.
Step 3. Schedule automatic refreshes.
Set up Import Refreshes to update your lead data automatically on hourly, daily, or weekly schedules. This ensures your enrichment workflows always work with current CRM data without any manual intervention required.
Step 4. Handle associations properly for complete data.
Configure how associated records appear in your export. Choose Primary Association for single values, Comma Separated for multiple values, or Row Expanded to create separate rows for each association, depending on your enrichment tool requirements.
Step 5. Build automated enrichment workflows.
Use the exported data with third-party enrichment tools, then apply Coefficient’s Formula Auto Fill Down feature to automatically copy enrichment formulas to new rows as they’re added during refreshes. This maintains consistency across your enrichment process.
Step 6. Push enriched data back to HubSpot.
Use Coefficient’s UPDATE export actions to push enriched data back to HubSpot contact properties. Set up Scheduled Exports to automate this reverse sync process, creating a complete bi-directional enrichment pipeline.
Step 7. Monitor enrichment progress with alerts.
Configure Snapshots to preserve historical enrichment data and set up Alerts to notify you when new leads require enrichment or when enrichment workflows complete successfully.
Build your automated enrichment pipeline
Start buildingThis creates a fully automated lead enrichment pipeline that maintains live connections between HubSpot and your enrichment tools.your comprehensive enrichment workflow today.
