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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.”
HubSpotAuthenticatingAPI in Power Query requires writing custom M code, managing OAuth tokens, and handling authentication errors manually. This technical approach demands significant coding expertise and ongoing maintenance.
Here’s how to connect HubSpot data to Excel without any authentication complexity or custom code development.
Connect HubSpot to Excel with automatic authentication using Coefficient
Coefficienteliminates the need for custom M code and manual token management. Instead of configuring authentication headers and handling OAuth flows, you get a one-click connection that automatically manages private app credentials and secure token storage.
How to make it work
Step 1. Install Coefficient and access Connected Sources.
Download Coefficient from the Excel Add-ins store. Once installed, open the Coefficient sidebar and navigate to the “Connected Sources” menu to manage your data connections.
Step 2. Connect your HubSpot account.
Click “Add Connection” and select HubSpot from the available integrations. Coefficient will guide you through the authentication process, automatically handling private app credentials and API scopes without requiring any manual configuration.
Step 3. Import your HubSpot data.
Select the HubSpot objects you want to import (contacts, deals, companies, etc.). Choose your specific fields, apply up to 25 filters with AND/OR logic, and let Coefficient handle all the API calls, pagination, and data formatting automatically.
Step 4. Set up automatic refreshes.
Schedule your HubSpot data to refresh automatically on hourly, daily, or weekly intervals. Coefficient manages authentication renewal and handles any connection issues behind the scenes, with optional Slack and email alerts for any errors.
Start importing HubSpot data without coding
Get startedSkip the complex authentication setup and M code development. Coefficient handles all the technical details so you can focus on analyzing your HubSpot data instead of managing API connections.with automatic HubSpot authentication today.
