⭐️⭐️⭐️⭐️⭐️ 4.8/5 Stars

✅ HubSpot Certified App

🛡️ SOC 2 Type II Compliant

Coefficient offers 2-way sync capabilities between HubSpot and Google Sheets or Excel to power real-time analytics and data workflows. Teams of all sizes use Coefficient's Sheets and Excel connector to streamline operations & reporting by connecting Google Sheets or Excel to your HubSpot data and keeping your data imports or exports on a refresh schedule in your spreadsheet.

HubSpot-Powered. Google Sheets + Excel Native. Spreadsheet-Controlled.

• Smart Object Mapping: Automatically import in related objects across Contacts, Companies, Deals, Tickets, and Custom Objects — no manual joins or stitching required.

• Custom Metrics On-Demand: Build and maintain calculated fields like MRR, Lead Scores, or Forecasted Revenue directly in Sheets. Reuse your logic anytime — no rebuilding formulas every time you refresh.

• Reusable Queries: Save your most-used queries as templates so you (and your team) can run them on demand, without rebuilding filters or mappings.

• Automate Everything: Use Coefficient’s built-in automation and scheduling to move data exactly where you need it — fully hands-off after setup.

Key Features

• 2-way Integration: Write back (or export) data from Sheets or Excel directly into HubSpot — whether you’re updating fields, managing pipeline changes, creating a backup, or loading lead lists.

• Set It & Forget It Scheduling: Refresh your data every hour, daily, weekly, or on custom intervals — no more manual refresh buttons.

• Real-Time Alerts: Trigger notifications via Slack or email when key fields change, new deals hit thresholds, or critical data updates occur.

• Secure, Team-Based Collaboration: Share queries safely with colleagues while maintaining admin-level permission controls.

• Multi-Source Connectivity: Combine HubSpot with Salesforce, Snowflake, QuickBooks, Google Analytics, Looker, LinkedIn Ads, Jira, Shopify, NetSuite / ERP, Stripe, Google Search Console, and more — all directly in your spreadsheet.

• AI for Operators: Use Coefficient’s AI Sheets Assistant as a copilot to build queries, generate formulas, clean data, and create visualizations — all inside Google Sheets.

Common Use Cases

• Automate HubSpot Exports to Google Sheets or Excel: Set up scheduled data pulls from HubSpot into Google Sheets or Excel to eliminate manual exports, CSV downloads, and API headaches. Snapshots, extracts, and custom filters run automatically on your schedule.

• Build Unified GTM Dashboards: Blend HubSpot CRM data with ad platforms, financial systems, billing tools, and more — all inside your spreadsheet — to create fully-automated sales, marketing, and revenue dashboards for leadership and operators.

• Bulk Data Cleanup & Deduplication: Clean up duplicate Contacts, Companies, and Deals using spreadsheet formulas and an AI-powered Sheets Assistant. Push clean records back into HubSpot to improve CRM hygiene, enrich reporting, and maintain better lists for sales and marketing.

• Custom Metrics & Calculations: Go beyond HubSpot's native fields by calculating lead scores, weighted pipeline values, customer health scores, commission plans, or forecast adjustments directly in your GSheet or Excel workbook — then sync calculated fields back into HubSpot.

• Centralize Data Across Systems: Combine HubSpot data with Salesforce, MySQL, Snowflake, Stripe, QuickBooks, Paid ads data, or internal databases to create multi-source, real-time reporting pipelines.

• Power External Dashboards (Looker, Tableau, Data Studio, Power BI): Use Coefficient + Google Sheets as the staging layer to power downstream dashboards, feeding BI tools like Power BI and Looker Studio with live HubSpot data enriched with logic and calculations that HubSpot reporting can’t handle natively. Most BI systems have a free Google Sheets connector, so many of our users leverage Coefficient as middleware to save their budget.

• Run Live Sales Operations Workflows: Support sales teams with live deal boards, territory trackers, ranking systems, sales commission calculations, and rep scorecards — all automatically refreshed, customized, and shared across teams.

• Support Data Migrations & Audits: Easily extract, inspect, and report on data from HubSpot when preparing for migrations into Salesforce, Snowflake, BigQuery or data warehouses — ensuring accuracy, completeness, and easier validation.

• Flexible Ad Hoc Reporting: Answer quick one-off data questions directly inside Google Sheets, filtering, pivoting, and slicing HubSpot data as you need.

  
  

Trusted by Modern Teams

🟢 Certified on the HubSpot Marketplace

🟢 SOC 2 Type II compliant

🟢 Supporting growth teams across SaaS, Finance, Healthcare, and B2B services.

Spreadsheets still run your business, but they shouldn't slow you down. Coefficient gives operators complete control over HubSpot data: large-scale syncs, live updates, AI-powered formula or formulas, native HubSpot formulas for Google Sheets, and writebacks, all with enterprise-grade security and flexibility.

Business teams use Coefficient to increase productivity. Stop piecing together brittle automations or clunky native exports. Start running live, integrated, spreadsheet-first reporting that works.

Coefficient extends the value of your HubSpot data. Build your own spreadsheets or get started in seconds with our free HubSpot dashboards build by Ops experts.