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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 partner metrics from Google Sheets toautomatically using scheduled exports that eliminate all manual import processes and keep your CRM current with partner performance data.
This approach works for teams managing hundreds of partners who need real-time visibility into usage metrics, health scores, and performance indicators.
Automate partner metrics syncing with Coefficient
Coefficient’sscheduled exports create true automated sync between your partner tracking spreadsheet and HubSpot CRM properties, running without any manual intervention once configured.
How to make it work
Step 1. Structure your partner data in Google Sheets.
Organize your spreadsheet with partner company names or IDs, usage metrics like active users and logins, performance indicators such as NPS and health scores, and revenue metrics including MRR and expansion revenue.
Step 2. Configure Coefficient’s scheduled export.
Set the frequency based on your needs – hourly for critical metrics or daily for standard reporting. Map each metric column to the corresponding HubSpot properties and enable error notifications for data quality monitoring.
Step 3. Set up bulk updates and calculated metrics.
Use Coefficient to update hundreds of partner records simultaneously. Sync complex calculations like health scores or usage trends that combine multiple data points into single metrics.
Step 4. Enable conditional updates and historical tracking.
Configure the system to only sync when certain thresholds are met, and use Coefficient’s snapshot feature to track metric changes over time for trend analysis.
Scale your partner success operations
Automate your partner metricsThis eliminates hours of manual data entry while ensuring HubSpot always reflects the latest partner insights from your operational spreadsheets.syncing today.
