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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 provides no native mechanism for automatic data refresh to Excel, only manual CSV exports that make hourly data updates impossible without custom API development.
Here’s how to establish a live CRM connection that updates your Excel data every hour without any manual intervention.
Set up hourly HubSpot CRM data refresh in Excel
CoefficientHubSpotcreates a direct connection betweenCRM and Excel, enabling automatic hourly refreshes that keep your data current throughout the business day.
How to make it work
Step 1. Install Coefficient and authenticate with HubSpot.
Add the Coefficient Excel add-in and connect to your HubSpot account using OAuth integration. No API tokens or technical setup required.
Step 2. Select CRM objects and specific fields.
Choose from contacts, deals, companies, or tickets in the sidebar. Pick exactly which fields you need and apply filters to pull only relevant data for your analysis.
Step 3. Set refresh schedule to “Every 1 hour” during business hours.
Configure automatic refreshes to run hourly from 9 AM to 6 PM (or your preferred business hours). Data updates in Excel without any manual intervention.
Step 4. Enable on-demand refresh for immediate updates.
Use manual refresh buttons in the sidebar for instant updates between scheduled refreshes when you need the most current information.
Step 5. Set up email or Slack alerts for data changes.
Configure notifications when new records are added or specific values change, ensuring you stay informed of important CRM updates throughout the day.
Maintain real-time CRM visibility in Excel
ConnectHourly refresh creates a true live HubSpot data environment where your sales pipeline, lead response tracking, and support ticket monitoring stay current without manual effort. This enables real-time decision making based on the most up-to-date CRM information.your HubSpot CRM for hourly Excel updates.
