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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.”
Merging multiple Excel files from field teams creates version conflicts and delays lead capture. You need a way for teams to collaborate without stopping to consolidate files.
Here’s how to enable real-time team collaboration that pushes prospect data to HubSpot continuously, eliminating manual file merging entirely.
Enable real-time collaboration that eliminates file merging using Coefficient
CoefficientHubSpotHubSpottransforms multi-team prospecting by enabling simultaneous work in shared Google Sheets with directintegration. Teams contribute simultaneously whilereceives leads in real-time.
How to make it work
Step 1. Set up shared Google Sheets with Coefficient’s HubSpot integration.
Create collaborative sheets where multiple team members can work simultaneously. Connect Coefficient to push data directly to HubSpot, eliminating the need to merge files later.
Step 2. Use append new data feature for continuous prospecting.
Coefficient’s “Append New Data” functionality automatically adds new prospect entries to existing datasets with timestamp tracking. Perfect for ongoing field prospecting where teams add leads throughout the day.
Step 3. Enable real-time deduplication across all team contributions.
As team members add prospects, Coefficient identifies and flags potential duplicates across all contributions before pushing to HubSpot. This prevents duplicate contact creation from multiple team inputs.
Step 4. Set up automated scheduled exports for continuous lead capture.
Instead of waiting to merge files manually, configure Coefficient to automatically push new prospect data to HubSpot on scheduled intervals (hourly, daily, weekly). Leads get captured in real-time without interrupting collection efforts.
Step 5. Enforce data standardization across all team inputs.
Coefficient’s validation system ensures consistent data formats across all team contributions, eliminating the formatting inconsistencies that occur when merging multiple Excel files from different team members.
Step 6. Enable progressive data loading for uninterrupted prospecting.
Set up continuous workflows where new data is automatically validated and exported to HubSpot without stopping ongoing collection efforts. Teams can keep prospecting while data flows to HubSpot automatically.
Stop waiting to merge files before capturing leads
Set upReal-time collaboration eliminates the bottleneck where teams must stop prospecting to consolidate data. Enable continuous lead capture with faster response times.Coefficient for seamless team prospecting workflows.
