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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.”
Coefficient’sHubSpotscheduled refresh functionality transforms static Excel files into dynamic, always-currentdashboards that update automatically without any manual work on your part.
Here’s how to set up different refresh schedules and advanced automation features to keep your HubSpot data current in Excel.
Configure automatic HubSpot data refreshes using Coefficient
Instead of manually refreshing your HubSpot data exports, Coefficient runs scheduled updates in the background while preserving your Excel formulas and calculations. You can set different refresh schedules for different types of data within the same workbook.
How to make it work
Step 1. Choose your refresh frequency based on data needs.
Set hourly refreshes for sales teams needing real-time pipeline updates, daily refreshes for morning dashboard reviews, or weekly refreshes for executive reporting and trend analysis. You can also use manual on-demand refreshes via on-sheet buttons.
Step 2. Set up multiple import schedules within one workbook.
HubSpotDifferentobjects can refresh on different schedules. For example, set contacts to refresh daily while deals refresh hourly. This optimizes performance while ensuring critical data stays current.
Step 3. Configure conditional refresh triggers.
Set up refreshes based on specific conditions or data changes in your spreadsheet. This prevents unnecessary API calls while ensuring important updates happen when needed.
Step 4. Enable automatic formula updates.
When new rows are added during refresh, Coefficient’s Formula Auto Fill Down feature automatically extends your calculations and formulas to new data. Your analysis stays complete without manual formula copying.
Advanced scheduling and alert integration
Combine scheduled refreshes with Slack and email alerts to notify team members when important data changes occur. Set up alerts for new high-value deals entering the pipeline or contacts reaching specific lifecycle stages. All refreshes occur in the background without interrupting your Excel work or affecting performance.
StartReady to automate your HubSpot reporting?with Coefficient and eliminate manual data refresh tasks for good.
