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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.”
CoefficientHubSpotexcels at multi-source data integration, enablingand Salesforce data merger in a single Google Sheet for organizations using multiple CRM systems or transitioning between platforms.
Here’s how to create unified CRM reporting that combines both data sources with synchronized refresh scheduling and cross-platform analysis capabilities.
Combine HubSpot and Salesforce data with unified refresh scheduling
Multi-CRM integration uses separate source connections through Coefficient’s unified interface, flexible data placement options, and synchronized refresh scheduling to ensure consistent reporting across both CRM datasets.
How to make it work
Step 1. Set up separate connections for each CRM system.
Connect both HubSpot and Salesforce through Coefficient’s Connected Sources menu. Each platform maintains its own authentication and connection settings.
Step 2. Choose your data organization strategy.
Create separate tabs for “HubSpot Data” and “Salesforce Data” for complex analysis, or import data to adjacent columns on the same tab for direct side-by-side comparison.
Step 3. Build unified analysis with matching logic.
Create a master “Analysis” tab using VLOOKUP or INDEX/MATCH formulas to merge matching records based on email addresses, company names, or phone numbers as common identifiers.
Step 4. Implement data standardization and deduplication.
Apply consistent formatting for successful record matching, identify overlapping records between systems, and create unified views with calculated fields that combine data from both sources.
Step 5. Schedule synchronized refreshes.
Set both imports to refresh simultaneously (hourly, daily, or weekly) to prevent timing mismatches and ensure your unified analysis reflects current data from both platforms.
Create comprehensive multi-CRM insights
Start mergingThis approach eliminates expensive data warehouse solutions while providing migration planning tools, performance comparisons, and unified executive reporting across multiple CRM systems.your CRM data with Coefficient today.
