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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.”
You have comprehensive options for syncing SQL-based Excel data to HubSpot custom properties, including direct database connections, automated scheduling, flexible field mapping, and conditional export controls.
These options provide robust automation that maintains the analytical power of your Excel reports while making data accessible through HubSpot’s collaboration features.
Comprehensive SQL to HubSpot sync options using Coefficient
CoefficientHubSpotis specifically designed for SQL-based Excel data tosync scenarios and offers comprehensive options for populating HubSpot custom properties with your database-driven Excel data. Its core strength lies in connecting directly to SQL databases that populate your Excel reports, then automatically mapping and exporting that data to HubSpot custom properties.
How to make it work
Step 1. Configure direct SQL integration.
Set up automated data pulls from your SQL database on hourly, daily, or weekly schedules to keep HubSpot custom properties current. This eliminates Excel as a bottleneck while maintaining the same data refresh frequency.
Step 2. Set up flexible field mapping.
Configure automatic mapping when data originates from previous Coefficient imports, or set up manual mapping for custom field relationships. Coefficient supports all HubSpot object types and custom property types, giving you complete flexibility.
Step 3. Choose your export actions.
Configure UPDATE actions to modify existing HubSpot records with fresh SQL data, INSERT actions to add new records when SQL queries return new entries, or DELETE actions to remove outdated records based on SQL conditions.
Step 4. Apply advanced filtering options.
Use up to 25 filters with AND/OR logic to control which SQL data syncs to specific HubSpot custom properties. This ensures data relevance and prevents unnecessary updates to your HubSpot database.
Step 5. Set up conditional exports.
Use formula-based conditions to only update HubSpot custom properties when specific criteria are met. For example, only sync records where status equals “Active” or when values have actually changed since the last sync.
Step 6. Configure monitoring and maintenance.
Set up automated alerts when sync operations complete or fail, use snapshot capabilities to maintain historical data while continuing live updates, and manage all connections through Coefficient’s sidebar interface.
Build robust automated SQL to HubSpot integration
Start syncingThis approach provides robust, automated SQL refresh HubSpot integration that maintains the analytical power of your Excel reports while making data accessible through HubSpot’s mobile and collaboration features.your SQL data to HubSpot custom properties today.
