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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.”
Creating user-specific Google Sheets permissions within HubSpot’s shared workflow environment is impossible with the native marketplace integration due to its organization-wide permission structure.
Here’s how to solve this challenge with user-specific sheet access and connection management that maintains collaborative workflow capabilities.
Implement individual connection setup with role-based access using Coefficient
Coefficientsolves this challenge through its user-specific sheet access and connection management capabilities. Each user can establish their own connection to Google Sheets, accessing only sheets they’re authorized to use, while still participating in shared workflow creation.
This approach maintains collaborative workflow capabilities while implementing proper contact data protection at the individual user level.
How to make it work
Step 1. Set up individual connection setup.
Each user establishes their own Coefficient connection to Google Sheets through their personal credentials. Navigate to “Connected Sources” and create connections that access only sheets they’re authorized to use while participating in shared workflow creation.
Step 2. Configure role-based data access.
Set up different Coefficient connections for different user roles, ensuring team members only access sheets relevant to their responsibilities within the shared workflow environment. Sales users connect to sales sheets, marketing users to marketing sheets.
Step 3. Implement granular field permissions.
HubSpotUse Coefficient’s field selection capabilities to limit whichdata fields users can export to their designated sheets, even when working within shared workflows.
Step 4. Set up conditional export logic.
Implement conditional exports that only execute for specific users or when certain criteria are met. This adds an extra layer of user-specific sheet access control beyond basic permissions.
Step 5. Create alternative data flow architecture.
Replace shared workflow exports with individual Coefficient scheduled exports, where each user manages their own data flows to their authorized sheets while maintaining team collaboration.
Step 6. Enable audit trail management.
Use Coefficient’s tracking capabilities to monitor who accessed which sheets and when, supporting proper workflow access control in multi-user environments.
Secure collaborative workflows with individual permissions
Start buildingThis approach maintains collaborative workflow capabilities while implementing proper integration security settings at the individual user level.secure, user-specific sheet access today.
