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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 workflows can’t monitor underlying data changes or trigger dashboard refreshes as workflow actions. The platform’s workflow system operates on object-level triggers but can’t detect broader data source modifications or execute dashboard refresh commands.
Here’s how to create responsive dashboard systems that automatically update when your underlying data changes.
Build automated refresh systems that respond to data changes using Coefficient
Coefficient offers advanced automation for data-change-triggered refreshes through multiple mechanisms. You can set up automated refresh scheduling, new row detection, and alert-based notifications that create a responsive dashboard ecosystem where data changes in HubSpot automatically flow through to your reporting environment.
How to make it work
Step 1. Set up frequent automated refresh scheduling.
Configure imports that run frequently enough to capture data changes as they occur in HubSpot . Set intervals based on how quickly you need to detect changes – every 15 minutes for critical sales data or hourly for marketing metrics.
Step 2. Enable new row detection with append functionality.
Use Coefficient’s append new data feature to automatically identify and import only changed or new records. This creates a running log of changes while preserving historical data, so you can see exactly when and what data changed.
Step 3. Configure automated alerts for data changes.
Set up Slack and email notifications that trigger when new data is detected. These alerts confirm that refreshes have captured underlying changes and notify stakeholders immediately when critical updates occur.
Step 4. Use formula auto-fill for dynamic calculations.
Enable formula auto-fill functionality to automatically extend calculations and formulas when new data rows are added during refresh cycles. This ensures your dashboard calculations stay current as new data flows in.
Create real-time data synchronization
This approach provides the real-time data synchronization that HubSpot’s native workflow and dashboard systems can’t achieve. Your dashboards become truly responsive to data changes instead of relying on static refresh schedules. Build your automated refresh system today.
