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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 doesn’t provide native APIs for generating Excel reports, and building this functionality requires complex custom development with middleware services, authentication handling, and ongoing maintenance overhead.
Here’s a no-code alternative that eliminates API development while providing superior filtering capabilities and automated report generation.
Generate filtered Excel reports without API development using Coefficient
CoefficientHubSpoteliminates the need for customAPI development by providing direct integration with advanced filtering that surpasses what’s possible through custom API calls.
You get up to 25 filters with AND/OR logic across 5 filter groups, plus dynamic filters that reference spreadsheet cells for flexible criteria updates without rebuilding anything.
How to make it work
Step 1. Set up direct HubSpot connection with field selection.
Install Coefficient in Excel and connect to HubSpot without any API development. Select exactly which fields and properties you need for your filtered reports, including calculated properties and custom fields.
Step 2. Apply advanced filtering without API complexity.
Use Coefficient’s filtering system to create precise criteria across multiple HubSpot objects. Set up complex date ranges, property values, and association criteria that would require extensive custom API development to achieve.
Step 3. Schedule filtered report updates automatically.
Configure hourly, daily, or weekly refreshes for your filtered datasets. Create multiple filtered views of the same data and generate snapshots for historical filtered reports, all without managing API endpoints.
Step 4. Combine filtered HubSpot data with other sources for comprehensive reporting.
Pull filtered HubSpot data alongside information from other systems to create comprehensive reports. Set up alerts when filtered criteria are met and export processed data back to HubSpot when needed.
Skip the API development entirely
Start buildingGet superior HubSpot filtering and Excel report generation without the development complexity, with better performance and reliability than custom API solutions.your filtered reports today.
