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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, but there’s a more powerful approach than uploading static Excel files. You can create live connections that automatically refresh your HubSpot custom objects with SQL data.
This method eliminates manual file uploads while giving your field sales teams access to real-time data through HubSpot’s mobile app.
Connect SQL data directly to HubSpot custom objects using Coefficient
CoefficientHubSpoteliminates the Excel middleman by connecting directly to your SQL database and automatically exporting refreshed data tocustom objects. This provides several advantages over manual Excel uploads: real-time data access, automated updates, and better data integrity.
How to make it work
Step 1. Set up your SQL database connection.
Connect Coefficient to your SQL database using the same queries that populate your Excel reports. This creates a direct pipeline from your database to HubSpot without relying on static Excel files.
Step 2. Map your database fields to HubSpot custom objects.
Configure field mapping between your SQL query results and HubSpot custom object properties. Coefficient supports UPDATE, INSERT, and DELETE operations, so you can maintain complete control over your custom object data.
Step 3. Schedule automated exports.
Set up scheduled exports ranging from hourly to monthly intervals. Your HubSpot custom objects will stay current without any manual intervention, ensuring field sales teams always see fresh data.
Step 4. Use conditional exports for targeted updates.
Apply filters to only push records meeting specific criteria to your custom objects. You can use up to 25 filters with AND/OR logic to ensure only relevant data reaches your field sales teams.
Step 5. Set up mobile access through HubSpot.
Create HubSpot reports and dashboards using your custom object data. Field sales teams can access these through HubSpot’s mobile app, with offline capability for recently viewed reports.
Give your field sales team the real-time data they need
ConnectThis approach provides superior data freshness and automation compared to manual Excel uploads while maintaining mobile accessibility.your SQL database to HubSpot custom objects today.
