)
Written by
Table of Contents
“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.”
Standard CRM import tools struggle with custom pricing that differs from catalog rates. They expect predefined product prices and can’t handle the complex calculations needed for custom configurations like heating systems or engineered solutions.
Here’s how to import calculated custom prices while maintaining your Excel pricing logic and CRM accuracy.
Custom pricing integration with formula preservation using Coefficient
CoefficientHubSpothandles custom pricing scenarios that standard CRM tools can’t manage. You can maintain complex Excel pricing formulas while pushing final calculated values toopportunities, with support for price overrides and conditional pricing rules.
How to make it work
Step 1. Set up price override support for non-catalog pricing.
HubSpotImport calculated prices that differ from standard product catalog rates. Coefficient preserves your Excel pricing formulas while pushing final values toopportunity line items.
Step 2. Configure conditional pricing based on opportunity criteria.
Use Coefficient’s conditional export logic to apply different pricing rules automatically. For example, apply volume discounts when quantity exceeds certain thresholds or regional pricing based on opportunity location.
Step 3. Enable real-time price updates with scheduled imports.
Set up automated imports to update opportunity line items when Excel calculations change. This ensures custom pricing stays current when costs fluctuate or specifications are modified.
Step 4. Implement price validation with existing CRM data comparison.
Pull existing CRM pricing data into Excel for comparison before importing custom rates. This creates an audit trail and prevents pricing errors from corrupting your opportunity records.
Maintain complex pricing logic without CRM limitations
Connect your systemsThis approach preserves your Excel calculation power while ensuring CRM accuracy, plus automatic updates when pricing conditions change. Ready to handle custom pricing seamlessly?with Coefficient.
