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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 empowers business users to independently connect, enrich, and update CRM data with warehouse insights. No more waiting for data team availability or submitting IT requests for basic data enrichment tasks.
This self-service approach gives marketing, sales, and operations teams direct control over their data workflows while maintaining security and governance standards.
Create self-service CRM enrichment workflows using Coefficient
The key is providing business users with intuitive, no-code interfaces for data connections while preserving the power of custom logic through familiar spreadsheet functions. Teams can iterate quickly without technical dependencies.
How to make it work
Step 1. Connect to data warehouses without coding.
Use Coefficient’s sidebar interface to connect to Snowflake, BigQuery, or Redshift through point-and-click field selection. No SQL knowledge required for basic imports, though advanced users can write custom queries when needed. Multiple data source connections are managed through the simple “Connected Sources” menu.
Step 2. Import and preview data before committing.
Visual field selectors show all available warehouse tables and columns. Apply filters using familiar dropdown menus and preview data before importing to ensure accuracy. Save import configurations for reuse so you don’t need to recreate complex setups.
Step 3. Enrich data using spreadsheet functions.
Use familiar Excel or Google Sheets functions like VLOOKUP and IF statements to combine warehouse and CRM data. Create custom enrichment logic based on your business rules with visual feedback showing data relationships and matches instantly.
Step 4. Update CRM systems directly.
Export enriched data back to HubSpot or Salesforce with simple column mapping. Preview all changes before committing and choose between UPDATE, INSERT, or UPSERT actions without technical knowledge. Immediate results tracking shows success or failure for each record.
Give your teams data independence
Self-service data enrichment transforms what typically takes days through IT requests into workflows that happen in minutes. Teams maintain control over their data logic while IT sets governance boundaries through proper permissions. Enable self-service data workflows for your organization today.
