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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.”
Most CRMs can’t achieve real-time synchronization between complex Excel calculations and quote line items. You end up with version control issues and manual errors when calculations change but quotes don’t update automatically.
Here’s how to create true automation that keeps CRM quotes synchronized with your Excel calculations in real-time.
Real-time quote synchronization with change detection using Coefficient
CoefficientHubSpotprovides exceptional synchronization that most CRMs cannot achieve natively. You get true automation between Excel calculations andquote line items, with change detection that triggers updates when specific cells change.
How to make it work
Step 1. Configure scheduled sync for automatic updates from Excel to CRM quotes.
HubSpotSet up automated updates on custom intervals – hourly, daily, or weekly. Coefficient can trigger syncs when specific Excel cells change, ensuringquotes reflect latest calculations immediately.
Step 2. Enable bi-directional sync for quote validation.
Pull quote data from CRM for validation, perform calculations in Excel, then push updates back automatically. This creates a complete feedback loop between your calculation engine and quote records.
Step 3. Set up conditional sync with approval workflows.
Only update quote line items when calculations meet specific criteria – like when a final approval status column shows “Approved” or engineering calculations are marked “Complete”.
Step 4. Implement snapshot preservation for historical tracking.
Maintain historical versions of calculations while keeping current quotes updated. This provides audit trails for pricing changes and version control for complex configurations.
Keep quotes accurate without version control headaches
Automate your quotesThis level of automation far exceeds native CRM capabilities, especially for complex B2B scenarios requiring sophisticated calculations. Ready to eliminate quote synchronization issues?with Coefficient.
