HubSpotYou cannot directly updatecalculated properties from Excel data because calculated properties are system-generated fields that automatically compute values based on predefined formulas and cannot be manually overwritten.
However, there are effective workarounds that let you influence calculated properties or create custom alternatives for your Excel-based calculations.
CoefficientWork with calculated properties using alternative approaches with
While calculated properties like “Days since last activity” or “Total deal value” are read-only, you can update the underlying source properties that these calculations depend on, or create custom properties to store your Excel-based calculations.
How to make it work
Step 1. Update source properties that feed calculated fields.
Use Coefficient to update properties like “Last Activity Date” to affect “Days since last activity” calculations, or update individual deal amounts to influence total deal value calculations automatically.
Step 2. Create custom properties for your Excel calculations.
Instead of trying to update calculated properties, create custom number or text properties in HubSpot that can accept your Excel-calculated values, like “Revenue Forecast” or “Performance Score” fields.
Step 3. Implement a hybrid calculation approach.
Use Excel for complex calculations that HubSpot can’t perform natively, then push the results to custom HubSpot company properties via Coefficient. This extends HubSpot’s analytical capabilities with your sophisticated Excel formulas.
Step 4. Add timestamps to track when custom calculations were updated.
Create “External Calculation Date” timestamp fields to track when your Excel-based values were last updated, providing audit trails for your custom calculated data.
Extend HubSpot’s capabilities with custom calculations
Start creating custom calculated fieldsThis approach lets you complement HubSpot’s calculated properties with your own Excel-based analytics while respecting system limitations.that work alongside HubSpot’s native calculations.