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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.”
HubSpotTools without nativemarketplace integrations leave you stuck with manual CSV processes, no real-time synchronization, limited scheduling options, and high risk of data transfer errors.
Here’s how to create custom integrations that are often more flexible and reliable than marketplace apps.
Universal integration using Coefficient
CoefficientHubSpotserves as the ideal middleware solution, providing robust integration capabilities that often exceed native app functionality. This approach works for any tool that can export data to CSV or connect to Google Sheets, effectively creating custom integrations for.
How to make it work
Step 1. Establish data staging environment.
Use Google Sheets as your integration hub. Import data from non-native tools via CSV exports, API connections where available, or direct data entry into Coefficient-managed spreadsheets. This creates a centralized data processing environment.
Step 2. Create HubSpot connection.
Connect to HubSpot through Coefficient’s native integration, which supports all standard HubSpot objects and provides full bi-directional sync capabilities. This gives you the same functionality as marketplace apps.
Step 3. Build automated data pipelines.
Set up Import Refreshes to automatically pull data from your external tools via CSV uploads or API connections. Configure Scheduled Exports to push processed data to HubSpot on your preferred timeline, creating fully automated workflows.
Step 4. Implement data transformation and validation.
Use spreadsheet formulas and Coefficient’s filtering capabilities to clean, validate, and transform data between different tool formats. Apply up to 25 filters with AND/OR logic to ensure data quality before it reaches HubSpot.
Step 5. Enable bi-directional sync.
Use Coefficient’s UPDATE, INSERT, and DELETE export actions to maintain data consistency between your external tools and HubSpot. This creates a pseudo-native integration experience with full data synchronization.
Step 6. Add monitoring and alerts.
Configure Coefficient’s Slack and Email Alerts to notify you of integration status, data quality issues, or when manual intervention is required. This provides the same monitoring capabilities as professional marketplace integrations.
Step 7. Maintain comprehensive data history.
Use Snapshots to preserve historical data from both systems, creating an audit trail that many native integrations don’t provide. This ensures data integrity and compliance tracking.
Create custom integrations that work
Start buildingThis approach works for any tool that can export data to CSV or connect to Google Sheets, effectively creating custom integrations that are often more flexible and reliable than marketplace apps.your custom integration solution today.
