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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.”
HubSpotYou can sync client usage data from spreadsheets tocompany profiles automatically, bridging the gap between product analytics and CRM data to enable proactive client success initiatives.
This creates a powerful feedback loop where sales sees real-time product adoption during renewals and success managers can identify at-risk accounts based on actual platform engagement.
Bridge product data and CRM using Coefficient
Coefficientenables you to maintain detailed usage tracking in Google Sheets while automatically syncing relevant metrics to HubSpot for sales and success teams to act on.
How to make it work
Step 1. Structure your usage data in Google Sheets.
Export usage data from your product database or analytics tool into Google Sheets. Structure it with Company ID in column A, company names in column B, and metrics like total active users, feature adoption scores, and health status in subsequent columns.
Step 2. Process and enrich the usage data.
Calculate 30/60/90 day trends, categorize usage patterns as Power User, Regular, or At Risk, create predictive indicators that flag concerning usage drops, and combine multiple metrics into composite health scores.
Step 3. Configure automated sync via Coefficient.
Map your usage columns to HubSpot custom properties like “last_login_date” and “monthly_active_users”. Schedule daily updates at 6 AM and configure the system to only sync companies with recent activity.
Step 4. Set up alerts and workflow triggers.
Configure Coefficient alerts for significant usage changes and set up HubSpot workflows that trigger when usage drops more than 25%, automatically notifying success teams for immediate intervention.
Enable proactive client success
Start syncingThis approach gives leadership accurate product utilization data while enabling marketing to trigger campaigns based on usage patterns and helping success managers act before problems escalate.your client usage data today.
