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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.”
CoefficientHubSpotprovides real-time sync betweencompany records and Excel through live data connections that reflect changes immediately without manual refresh triggers.
Here’s how to set up live company data sync and handle associated data for comprehensive account analysis.
Set up real-time HubSpot company sync using Coefficient
HubSpot’s native reporting can’t perform complex company-level analysis with current data. Coefficient’s live data connection capabilities keep company information continuously updated while providing Excel’s advanced analytical capabilities.
How to make it work
Step 1. Establish a persistent connection to HubSpot.
HubSpotCoefficient creates a live connection that reflects changes without manual refresh triggers. This foundation ensures your company data stays current as sales and marketing activities update company properties in.
Step 2. Configure company-specific imports with custom fields.
Import all company properties including custom fields, industry classifications, and company scores with automatic field mapping. Choose exactly which properties you need for your analysis without being limited by export restrictions.
Step 3. Include associated data for complete context.
Pull related contacts, deals, and tickets associated with each company for comprehensive account analysis. Use Primary Association for main relationships or Row Expanded display for complete associated data.
Step 4. Handle hierarchical company relationships.
Manage parent/child company structures with proper data relationships. Import HubSpot scores and create custom Excel-based scoring models, or filter companies by owner, region, or custom territory assignments.
Advanced real-time sync features
Set up change notifications when companies reach specific milestones or property values change. Use bi-directional updates to push calculated fields or analysis results back to HubSpot company records. Capture historical company data changes with Snapshots for trend analysis and reporting, all while maintaining real-time accuracy for current data.
StartReady to eliminate stale company data?with Coefficient and get real-time HubSpot company sync working today.
