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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.”
Yes, you can completely automate daily sales data imports from Excel files to HubSpot CRM, eliminating the manual file upload bottleneck that wastes valuable time every day.
Here’s how to set up a fully automated pipeline that transforms this daily administrative task into a hands-off business process.
Set up automated Excel to HubSpot daily imports using Coefficient
Coefficient specializes in exactly this use case, creating a fully automated pipeline from Excel files to HubSpot . Once configured, your sales data flows automatically without any manual intervention required.
How to make it work
Step 1. Connect Coefficient to Excel files stored in OneDrive, SharePoint, or Google Drive.
Use Coefficient’s Connected Sources menu to establish file connectivity. This creates a live link to your Excel files regardless of where they’re stored in the cloud.
Step 2. Configure daily, hourly, or custom refresh schedules for automatic imports.
Set up Import Refreshes with your preferred timing. Choose daily imports for standard operations, hourly for real-time needs, or custom schedules that align with your business hours and time zones.
Step 3. Set up scheduled exports to push data from Excel directly to HubSpot CRM.
Configure Scheduled Exports to automatically send processed data to HubSpot. Use conditional logic to only export records meeting specific criteria, ensuring data quality before it reaches your CRM.
Step 4. Configure field mapping retention so mappings persist across all future imports.
Map your Excel columns to HubSpot fields once during initial setup. Coefficient’s Data Mapping feature remembers these configurations, so future imports happen automatically without remapping requirements.
Step 5. Implement data integrity features for validation and error handling.
Use Formula Auto Fill Down to automatically apply validation formulas to new rows. Set up Dynamic Filtering to filter exports based on spreadsheet cell values that can change daily, and configure UPDATE operations to modify existing HubSpot records instead of creating duplicates.
Transform your daily sales data workflow
This automated approach eliminates the manual bottleneck entirely, turning a daily administrative burden into a reliable, hands-off business process. Start automating your Excel to HubSpot sales data imports today.
