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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.”
While HubSpot can’t directly display Excel files, you can create live SQL database connections that deliver the same data to HubSpot’s reporting interface, effectively providing live Excel report functionality.
This approach gives you real-time data access with better mobile optimization and interactive features than static Excel files.
Create live SQL to HubSpot connections using Coefficient
CoefficientHubSpot’senables live SQL database connections that deliver the same data toreporting interface. It establishes direct connections to your internal SQL databases—the same sources that populate your Excel reports—and automatically syncs this data to HubSpot objects and properties on scheduled intervals.
How to make it work
Step 1. Set up SQL database integration.
Configure Coefficient to connect to your internal SQL databases using the same queries that power your Excel reports. This creates a direct pipeline from your database to HubSpot without Excel as an intermediary.
Step 2. Configure real-time data sync.
Set up automated imports as frequent as hourly to ensure HubSpot displays current data. Coefficient can handle sophisticated SQL queries with multiple joins and calculations, supporting datasets of 50,000+ records.
Step 3. Build native HubSpot reports.
Create HubSpot reports and dashboards using your imported SQL data. These reports offer filtering, drilling down, and sharing capabilities not available in static Excel files, plus automatic mobile optimization.
Step 4. Maintain data relationships.
Configure associations between different data objects for comprehensive reporting. Your SQL data automatically connects with existing HubSpot contacts, deals, and activities, providing context that standalone Excel reports can’t match.
Step 5. Set up advanced filtering and alerts.
Apply up to 25 filters with AND/OR logic to focus reports on specific criteria. Configure automated alerts when key metrics change, delivered via Slack or email.
Transform your SQL data into interactive HubSpot reports
Start connectingYour internal SQL database data appears as live, interactive HubSpot reports that update automatically, providing real-time functionality with superior mobile accessibility.your SQL databases to HubSpot today.
