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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.”
CoefficientHubSpot workflows can’t directly read Google Sheets data, but you can trigger workflows based on spreadsheet changes by syncing your data to HubSpot contact properties using.
HubSpotHere’s how to set up real-time data sync that makesworkflows respond immediately when your Google Sheets data changes.
Make HubSpot workflows respond to spreadsheet changes using Coefficient
HubSpot workflows only recognize changes to HubSpot properties, not external spreadsheet data. The solution is transforming your Google Sheets data into HubSpot properties that workflows can monitor.
When you sync Google Sheets changes to HubSpot properties, workflows trigger immediately as contact records update. This creates dynamic automation that responds to your spreadsheet processes in near real-time.
How to make it work
Step 1. Configure real-time data sync from Google Sheets.
Open Coefficient in your Google Sheets sidebar and set up scheduled exports to HubSpot. Choose hourly sync frequency for near real-time updates. Select the specific columns containing data that should trigger workflow actions.
Step 2. Use dynamic filtering for conditional sync.
Set up Coefficient’s dynamic filters to reference specific spreadsheet cells. This lets you control which data gets synced based on changing conditions – for example, only sync contacts where column F equals “Ready for Email” or when a status timestamp is recent.
Step 3. Map spreadsheet changes to HubSpot properties.
Create HubSpot contact properties that correspond to your key spreadsheet columns. Map process stages, decision points, and trigger conditions to custom properties. Use the “Formula Auto Fill Down” feature to automatically timestamp changes in Google Sheets.
Step 4. Set up workflow enrollment criteria.
Build HubSpot workflows that enroll contacts when the synced properties update. Set enrollment triggers like “Application Status” changed to “Approved” or “Priority Score” is greater than 80. The workflow activates immediately when Coefficient syncs the updated data.
Step 5. Enable change tracking and alerts.
Configure Coefficient’s Slack and email alerts to notify your team when critical spreadsheet changes sync to HubSpot. Use snapshots to capture historical data states and monitor sync success through the sidebar notifications.
Transform your spreadsheets into workflow triggers
Start with CoefficientThis approach turns your Google Sheets into a powerful workflow control center. Changes in your spreadsheet immediately trigger HubSpot automation without manual intervention.to connect your spreadsheets and workflows today.
