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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.”
HubSpot workflows can’t directly export line item data alongside deal information, leaving finance teams stuck with manual exports that create stale data and broken relationships between deals and their products.
Here’s how to set up automated syncing that maintains deal-to-line-item relationships and keeps your finance reports current without any manual work.
Sync deals and line items automatically using Coefficient
Coefficient connects directly to HubSpot and pulls both deal objects and line item objects into Google Sheets while preserving their relationships. Unlike workflows that can’t access line item data, Coefficient imports everything you need for comprehensive finance reporting.
How to make it work
Step 1. Connect Coefficient to HubSpot and set up your deal import.
Install Coefficient in Google Sheets, then connect to HubSpot through the Connected Sources menu. Import deal objects with key fields like deal name, amount, stage, close date, and owner. Apply filters to focus on specific deal stages or date ranges relevant to your finance reporting.
Step 2. Configure line item integration with association handling.
Create a second import for line item objects and enable Coefficient’s association handling. Choose “Row Expanded” display to show each line item as a separate row while maintaining deal context, or use other display options based on your reporting needs.
Step 3. Set up automated refresh schedules.
Configure hourly, daily, or weekly automatic imports so your finance reports always reflect current deal values and line item breakdowns. This eliminates manual intervention and ensures data freshness for accurate revenue forecasting.
Step 4. Apply dynamic filtering for focused reporting.
Use up to 25 filters to focus on specific deal stages, date ranges, or product categories. Point filter values to spreadsheet cells for flexible reporting that adapts to changing finance requirements.
Start building automated finance reports today
This approach transforms manual export processes into automated data pipelines, giving finance teams real-time access to deal and line item data for accurate revenue analysis. Get started with Coefficient to eliminate manual exports and build finance-ready reports that update automatically.
