HubSpot marketplace plugins show “Free plan compatible” because they can technically connect to your account, but their setup process requires workflow automations that aren’t available on Free plans.
This creates a frustrating compatibility mismatch where the plugin connects but can’t function properly. Here’s why this happens and how to solve it.
Connect HubSpot data without workflow dependencies using Coefficient
HubSpotThe marketplace compatibility badge focuses on API connection ability, not actual functionality requirements. Plugins can establish a connection to Free plan accounts, but their core operations depend onworkflow automations for data synchronization, which are restricted to paid plans.
CoefficientHubSpotsolves this problem by connecting directly tothrough API integration without requiring workflows for setup or operation. The setup process involves only OAuth authentication – no workflow creation, automation setup, or paid feature dependencies.
How to make it work
Step 1. Install Coefficient as a Google Sheets add-on or Excel add-in.
Search for Coefficient in the Google Workspace Marketplace or Microsoft AppSource. Install it directly to your spreadsheet application.
Step 2. Connect to HubSpot using OAuth authentication.
Click “Connected Sources” in the Coefficient sidebar, select HubSpot, and authenticate with your credentials. No workflow setup is required during this process.
Step 3. Import HubSpot data with custom field selection.
Choose any HubSpot object (contacts, companies, deals) and select specific fields to import. Apply up to 25 filters to focus your data without using HubSpot workflows.
Step 4. Schedule automatic data refreshes.
Set up hourly, daily, or weekly data refreshes using Coefficient’s own scheduling system. This eliminates the need for HubSpot’s workflow automation entirely.
Get reliable HubSpot integration that works on any plan
Try CoefficientCoefficient’s direct API connection provides consistent functionality across Free, Starter, and Professional HubSpot plans. No more discovering workflow requirements after installation.for genuine Free plan compatibility.