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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.”
You can keep HubSpot pipeline data in Google Sheets automatically updated with real-time changes using scheduled refreshes and automated sync features. No more working with stale data or manual exports.
Here’s how to set up automated pipeline synchronization that keeps your sales data current without any manual intervention.
Automate HubSpot pipeline updates using Coefficient
Coefficient transforms static spreadsheet data into live, automatically updating HubSpot pipelines. You can schedule refreshes from hourly to daily and set up alerts for critical pipeline changes.
How to make it work
Step 1. Set up your pipeline data import.
Go to Coefficient sidebar → Import from → HubSpot → Deals. Select pipeline-relevant fields like Deal Name, Amount, Stage, Close Date, Probability, and Owner. This creates your base pipeline dataset that will update automatically.
Step 2. Configure automatic refresh schedules.
Choose your refresh frequency: hourly for near real-time updates (every 1, 2, 4, or 8 hours), daily for morning pipeline reviews, or custom schedules based on your sales rhythm. Enable “Auto-refresh on sheet open” so data updates whenever someone opens the spreadsheet.
Step 3. Use formulas for active pipeline filtering.
Create a live pipeline view with:. This shows only active deals sorted by value.
Step 4. Set up pipeline change alerts.
Configure Coefficient alerts for critical changes: new deals entering the pipeline, deals moving to closed stages, high-value deals at risk, and pipeline velocity changes. Get notifications via Slack or email when important shifts happen.
Keep your pipeline data current automatically
Automated pipeline synchronization eliminates data staleness and the “which version is correct” confusion. Your team always works with current data, enabling faster decisions and better pipeline management. Start automating your HubSpot pipeline updates today.
