Coefficient: Salesforce, HubSpot Data Connector for Google Workspace Marketplace

Coefficient is a no-code productivity solution that connects your spreadsheets to your company systems to accelerate your work. Use our 2-way spreadsheet sync when you need to pull data from or write back data to critical systems like your CRM and database.

Couple live data connectivity with your very own AI Sheets Assistant powered by ChatGPT, Claude, and Gemini—an always-on copilot inside your spreadsheet that helps you write formulas, create charts, and answer questions using your data—and you’ll be empowered to build the reports and dashboards you need in the fastest and most flexible way.

Easily sync Google Sheets™ to business systems like Salesforce, HubSpot, Looker™, Tableau, Airtable, Notion, any JSON API, SQL databases, and data warehouses. Then, use AI to speed up your analysis. Ask Sheets Assistant to explain what’s in your data, recommend visuals, or guide your next move—all directly from your spreadsheet.

Using Coefficient you can automatically import all of your data into one place in Google Sheets™, and easily summarize it, filter it, create pivot tables or cloud pivot tables, chart it, and integrate it with other data. You can build custom dashboards and reports, alters, query, join, sync, and manipulate your data. No more manual cutting and pasting CSV files, importrange or other difficult ways like Apps Script to combine data and spreadsheets. Coefficient offers the easiest path to data extraction. You can import from Excel files as well.

Plus, with Sheets Assistant, you can skip the setup altogether—just ask for what you need in plain language and get a working report, chart, or insight instantly.

Anyone pulling data into a spreadsheet can find value in Coefficient. The most impactful professionals leveraging Coefficient include Sales Leaders, RevOps, Sales Operations, and Marketing Operations professionals, Performance Marketers, FP&A and Financial Operations teams, and Data teams.

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► 1-Click Connections Connect to your systems in one click and pull your data instantly into Google Sheets™.

• Sync with systems like Salesforce, Hubspot, Wordpress, Google Analytics™ (UA and GA4), Chargebee, Stripe, Zendesk, Outreach and more. See the list of categories below.
• Pull from CSV and Excel files and other Google Sheets™

► Customizable Imports Work with only the data you need. Filter, sort, segment & limit any data set. Built for G Suite

• Leverage existing reports or build a custom report using data from any system
• Use Coefficient filters to work with only the data you need

► Auto-Refreshes Never build the same analysis twice. Automatically refresh your data connector on any schedule. Google Sheets™ automation at its finest.

• Live refreshes at the click of a button
• Schedule data to update hourly, daily or weekly
• Share any report and let team members refresh data across your organization

► Data Snapshots Snapshots allow you to capture the exact moment in time you need for deeper insights. Select your snapshot mode, either tab-level or range level, select the amount of snapshots you need, and choose your snapshot frequency.

• Track changes in your sales pipeline
• Monitor marketing trends
• Analyze financial data month-over-month
• Maintain a history of deal statuses for analysis

► 2-way Sync Push Back Data to Your CRM or Database without ever leaving your spreadsheet

• Currently supported for CRMs, including Pipedrive, and Databases like MySQL, PostgreSQL, Redshift, Snowflake and more

► Alerting Track the signals you care about. Trigger Slack & email notifications to your team on any changes in your spreadsheet or any connector

• Choose any cell or range of cells to trigger a notification when data changes
• Trigger a notification when new data is added, such as a new signup
• Send a daily or weekly digest of the changes you care about

► Pre-Built Report Dashboards Instant insights out of the box. Leverage pre-built Google Sheets™ report dashboards to effortlessly monitor and analyze your data.

• Customizable to your data and needs, and drill down to company, team, individual, region, and more
• Sales and revenue dashboards for your CRM
• Financial and accounting dashboards for systems like Quickbooks, Netsuite, Xero and Stripe
• Paid marketing dashboards for ads performance on the networks of Google, Facebook, Microsoft Bing, Linkedin and more
• Organic marketing reports for insights on engagement and pages on Instagram, Twitter, Youtube and more

► Sheets Assistant, your AI auto analyst Sheets Assistant combines the power of GPT-4 with live spreadsheet data to handle your requests instantly.

• Ask questions about your data
• Get formulas, charts, and pivot tables generated for you
• Use spreadsheet context to get smarter answers
• Make faster decisions without writing a single formula

► Cloud Pivot Tables Pivot on data in your cloud systems. Visualize real-time data in a pivot table directly from your systems. Refresh it on any schedule.

• Aggregate and visualize data upon import from Salesforce, SQL DB's & Data Warehouses including Postgres, BigQuery™, MongoDB, Databricks and more
• Make large data sets usable in your spreadsheet
• Automatically refresh your pivot tables on any schedule

► Preserve Formula Columns Be confident that your formulas will stay intact when your data changes.

• Preserve formulas when a new column is added to your spreadsheet
• Shift formulas no matter where columns are added in your Sheet
• Dynamically shift formulas when new rows are added

• SEO, SEM tools like Google Search Console™ (GSC), AHrefs, SEMRush
• Project management tools like Asana, Jira, Smartsheet, Trello
• File formats like CSV and Excel from Onedrive, Dropbox, Sheetgo
• Email marketing tools like Mailchimp, Klaviyo, Intercom, Gong, Webflow
• Paid ad and social networks like Meta, Instagram, Reddit, Twitter
• HR and support tools like Greenhouse, Clickup, Freshdesk, Zoho
• Ecommerce platforms like Shopify, Woocommerce, Typeform
• Finance books software like Freshbooks, Quickbooks, Stripe, Razorpay

► Recommended if you found limitations in tools like Zapier, Coupler, Liveflow, Datarails, or Supermetrics

------------------------------------------- ► Data Connector Use Cases:

* Leverage our CRM connectors to perform sales analysis and operations within your spreadsheet–such as sales forecasting, sales commission tracking, sales performance management, capacity planning, lead enrichment, lead routing, process automation, lead scoring, pipeline analysis, and more.

* Leverage our BI and database connectors to make data democratization and data enablement possible. Empower your stakeholders with the no-code ability to perform data consolidation, data blending, data integration, data automation, and report build and maintenance on the fly.

* Leverage a 2-way sync between Salesforce and Google Sheets™. Leverage existing reports or build a custom report using Salesforce objects. Use our SOQL editor to write or reuse a query. Write back data updates to Salesforce when you need.

* Sync Google Analytics™ to Google Sheets™. Use Metrics, Dimensions, and Segments to further analyze data in Google Sheets™.

* Sync MySQL or Postgres to Google Sheets™. - Build reports in Google Sheets™ using your MySQL data with the Coefficient drag & drop UI. - Write your own MySQL queries. - Create cloud pivot tables to work with larger data sets from your MySQL database. - Import MySQL to Google Sheets™. You can add your database connection credentials and write SQL queries within seconds!

* Automatically sync multiple Google Sheets™. Unlike IMPORTRANGE, Coefficient can preserve the formatting of your source sheet (including font, colors, and number styles) and transfer it to the destination sheet. Easily see source of truth data from other spreadsheets.

* Sync Amazon Redshift data to Google Sheets™. Connect in seconds and use the Coefficient drag & drop UI or write your own SQL queries. Use cloud pivot tables to work with larger data sets from your database.