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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.”
Most CRM to spreadsheet connectors only handle single data sources, but you need to combine multiple platforms like HubSpot and Salesforce in one comprehensive view.
Here’s how to set up multi-source data integration that creates unified dashboards without complex data warehouse solutions.
Combine multiple data sources in Google Sheets using Coefficient
CoefficientHubSpotexcels at multi-source data integration, allowing you to connect, Salesforce, databases, and other platforms simultaneously in a single Google Sheet. This addresses the major limitation of single-source connectors.
How to make it work
Step 1. Set up separate imports for each data source.
Create individual imports for HubSpot, Salesforce, or other platforms on different sheet tabs. Each source maintains its own connection and refresh schedule.
Step 2. Create a master analysis tab for unified views.
Build a comprehensive dashboard by using VLOOKUP or INDEX/MATCH formulas to combine data from your separate source tabs into one master analysis sheet.
Step 3. Schedule synchronized refreshes.
Set all your imports to refresh simultaneously (hourly, daily, or weekly) to ensure consistent reporting across all data sources without timing mismatches.
Step 4. Implement cross-platform analysis.
Compare HubSpot deals with Salesforce opportunities side-by-side, merge contact engagement with support ticket data, or integrate marketing data from multiple platforms for comprehensive attribution analysis.
Build your unified data dashboard
Start connectingMulti-source integration eliminates the need for multiple standalone connectors while providing comprehensive cross-platform insights in familiar spreadsheet environments.your data sources with Coefficient today.
