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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.”
You can securely share HubSpot payment link revenue data with external clients by filtering data by company and creating automated, client-specific reports that update automatically.
This approach provides clients with their payment link performance data while maintaining complete data security and eliminating the need for CRM access.
Create company-specific payment link reports using Coefficient
Coefficient excels at external report sharing with company-specific data isolation. You can import HubSpot deals and associated companies, filter by company properties, and pull payment link data through custom deal properties or line items while maintaining complete data separation between clients.
How to make it work
Step 1. Import HubSpot payment link data with company associations.
Connect to HubSpot through Coefficient and import deals with associated companies using association handling options (Primary Association, Comma Separated, or Row Expanded display). Pull payment link data through custom deal properties or line items to capture complete revenue information.
Step 2. Apply company-specific filtering and calculations.
Filter by company property using dynamic filters that reference client-specific values in your spreadsheet. Create calculated columns for revenue metrics, conversion rates, and performance trends. This ensures each client sees only their payment link performance data.
Step 3. Set up automated updates and secure sharing.
Configure automated refresh schedules to maintain current data and use the Snapshots feature to capture historical revenue data while maintaining live updates. Share reports through spreadsheet permissions, giving each client access only to their company’s payment link performance.
Deliver professional payment link reports
This solution provides granular access control and professional presentation while eliminating complex CRM permissions. Clients receive clean, formatted reports with automated updates and actionable insights into their payment link performance. Get started with automated payment link reporting today.
