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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 updatecompany records based on Google Sheets lookup values, combining the power of spreadsheet formulas like VLOOKUP and INDEX/MATCH with automated CRM updates.
This approach works perfectly for tiered pricing, territory assignments, health scoring, and partner categorization based on performance thresholds.
Set up lookup-based updates with Coefficient
Coefficientexports the results of your lookup formulas, not the formulas themselves, so your complex business logic stays in the familiar spreadsheet environment while HubSpot gets clean, calculated values.
How to make it work
Step 1. Create your lookup tables and formulas.
Set up your main data sheet with company information and a separate lookup table. For example, create a tiered pricing table with revenue thresholds, then use =VLOOKUP(B2,TierTable,2,TRUE) to assign pricing tiers based on annual revenue.
Step 2. Import HubSpot companies with IDs.
Use Coefficient to pull your HubSpot company data including the unique IDs needed for accurate record matching. This ensures your lookup results update the correct companies.
Step 3. Build advanced lookup formulas.
Use INDEX/MATCH for multiple criteria lookups, IFERROR formulas to handle missing data cleanly, and cross-sheet references to pull data from multiple tabs or different spreadsheets entirely.
Step 4. Configure Coefficient export for lookup results.
Map your lookup formula columns to the appropriate HubSpot properties. Set up scheduled automatic updates to keep values current as your lookup tables change or new data comes in.
Maintain complex business logic in spreadsheets
Start using lookup-based updatesThis approach enables sophisticated calculations impossible in HubSpot alone while supporting data enrichment from external sources and dynamic categorization.for your HubSpot records today.
