While manual export methods exist for Free plan users, they have significant limitations including data volume restrictions, time-intensive processes, and static snapshots that become outdated quickly.
Here’s a comparison of manual methods versus automated solutions that provide workflow-free automation for Free plan users.
Replace manual exports with automated solutions using Coefficient
Manual export methods include CSV exports (limited to 1,000 records on Free plan), report exports with restricted row limits, and copy-paste operations for small datasets. These methods are time-intensive, provide only static snapshots, and introduce error potential through manual processes.
Coefficientprovides automated alternatives without workflows through scheduled imports using independent scheduling systems, volume capacity that handles 50,000+ records without plan restrictions, real-time connection for live data access, custom field selection to choose specific fields rather than full exports, and advanced filtering with up to 25 filters using AND/OR logic.
How to make it work
Step 1. Install Coefficient from Google Workspace Marketplace.
HubSpotSearch for Coefficient in Google Sheets add-ons and install it. The setup process doesn’t require any workflow permissions or paidfeatures.
Step 2. Connect to HubSpot using OAuth authentication.
Open Coefficient’s sidebar, select HubSpot from Connected Sources, and authenticate with your credentials. This creates a direct API connection without workflow dependencies.
Step 3. Configure automated data imports with custom field selection.
Choose specific HubSpot objects (contacts, companies, deals) and select only the fields you need rather than exporting full records. This reduces data volume and focuses on relevant information.
Step 4. Set up scheduling to eliminate manual repetition.
Configure automatic refreshes (hourly, daily, weekly) using Coefficient’s scheduling system. This maintains data freshness without requiring manual export/import processes.
Step 5. Apply advanced filtering for targeted data imports.
Use up to 25 filters with AND/OR logic to import only the data you need. This eliminates the need to manually sort through large datasets after export.
Move from manual processes to automated efficiency
AutomateCoefficient eliminates hours of manual work while providing the automation benefits typically associated with workflow-dependent solutions. Stop wasting time on repetitive manual exports.your HubSpot data sync while staying on your Free plan.