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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 trigger report refreshes because dashboard refresh isn’t an available workflow action. The platform’s workflow system handles contact and deal management, not report automation, leaving you stuck with static refresh schedules.
Here’s how to create flexible on-demand refresh triggers that give you instant control over when your reports update.
Build on-demand refresh controls using Coefficient
Coefficient offers multiple ways to trigger instant report refreshes that go far beyond what HubSpot workflows can handle. You get manual refresh buttons, conditional refresh logic, and integration triggers that respond immediately when you need fresh HubSpot data.
How to make it work
Step 1. Set up your HubSpot data import.
Connect Coefficient to your HubSpot account and import the data you need for your reports. Choose your objects, fields, and any filters to focus on relevant information. This creates the foundation for your on-demand refresh system.
Step 2. Add manual refresh buttons to your spreadsheet.
Use Coefficient’s on-sheet refresh buttons that stakeholders can click to instantly update data. Place these buttons prominently in your dashboard so team members can trigger refreshes during meetings or when they need the latest numbers.
Step 3. Configure conditional refresh triggers.
Set up imports that refresh automatically when specific cell values change or data conditions are met. For example, refresh your pipeline report when a deal stage changes or when new leads come in above a certain threshold.
Step 4. Connect external systems for API-driven refreshes.
Use Google Apps Script or Excel VBA to create refresh triggers that respond to external events. When your marketing automation platform sends a webhook or your sales team updates a key metric, these scripts can trigger immediate Coefficient refreshes.
Get instant control over your report timing
Unlike HubSpot’s static refresh limitations, this approach gives you immediate control over when your data updates. Perfect for time-sensitive reporting where waiting for scheduled refreshes isn’t practical. Start building your on-demand refresh system today.
