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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.”
HubSpotPower Query’s native refresh capabilities for external APIs are limited and unreliable forconnections. Automatic refresh typically requires VBA scripting or manual intervention, without granular control over timing or error handling.
Here’s how to set up robust automatic HubSpot data refreshes in Excel without any VBA coding.
Schedule automatic HubSpot refreshes without VBA using Coefficient
Coefficientprovides comprehensive automatic refresh capabilities without requiring any VBA development. You can schedule HubSpot data imports with flexible timing options and built-in error management.
How to make it work
Step 1. Set up your HubSpot data import.
Connect your HubSpot account through Coefficient and configure your initial data import with the objects, fields, and filters you need. This establishes the foundation for automatic refreshes.
Step 2. Configure automatic refresh schedules.
Choose from hourly, daily, or weekly refresh intervals based on how frequently your HubSpot data changes. Set specific times for updates to align with your business processes and avoid conflicts with other Excel activities.
Step 3. Enable Formula Auto Fill Down.
Turn on Formula Auto Fill Down to automatically copy formulas in adjacent columns when new rows are added during refresh. This maintains your calculations and analysis automatically without manual intervention.
Step 4. Set up refresh monitoring and alerts.
Configure Slack and email alerts to notify you when scheduled refreshes complete successfully or encounter errors. This provides visibility into your data updates without requiring manual checking.
Step 5. Use manual refresh options when needed.
Access manual refresh capabilities through on-sheet buttons or the Coefficient sidebar interface. This gives you immediate control over data updates without waiting for scheduled refreshes.
Keep your HubSpot data current automatically
Set upStop relying on manual refreshes or complex VBA scripts. Coefficient provides reliable, scheduled data updates with comprehensive error handling and monitoring built in.automatic HubSpot refreshes today.
