How to Use Coefficient for a Weekly HubSpot Pipeline Sheet

The short answer: if one marketing lead owns the weekly pipeline sheet, Coefficient's Starter plan at $49 a month billed annually runs it, with daily refreshes and 500 refreshes a month to spend (pricing page, checked on 26 October 2026); a second editor moves you to Pro at $99 per user. The steps: install the add-on, connect HubSpot and Google Ads, import deals with their source, stage and amount, import campaign cost and convert it from micros, schedule both for Monday morning, add a weekly snapshot so last week survives the refresh, and let the Alerts Agent post paid-search wins to Slack once its test message has reached you.

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The question on Monday is simple: how much pipeline did marketing source last week, and what did it cost? The answer usually lives in two systems that never meet, HubSpot and the ad account. Coefficient puts both in one Google Sheet and keeps them current. Plans and prices are in the Coefficient glossary entry.

Settle three things first:

1. The refresh allowance. Manual and scheduled runs count against one monthly allowance that resets on the 1st (import refresh article). For example, two imports refreshed every weekday of a 22-day month use 2 x 22 = 44 runs, far inside Starter's 500 on the pricing page.
2. The deal properties your team already trusts. Coefficient cannot pull a HubSpot report, because HubSpot sends report exports as an emailed link (HubSpot article). Rebuild it from the Deals object with the source, stage and amount fields the sales team already uses.
3. The first snapshot. When it lands, compare its totals with HubSpot's own deal view under the same filter. If they agree, the sheet can replace the screenshot in the Monday meeting.

What you need

• Google Sheets. Snapshots and the older Slack and email alerts work in Google Sheets only, according to the snapshots article.
• A HubSpot login that can read deals, and a Google Ads login for the account that buys the traffic.
• A Slack channel for the alert, with the @coefficient bot invited to it (alerts article).

Step 1: Install and launch

Click Get Started Free on Coefficient's site and enter your email, then click Install Add-on in the Getting Started with Coefficient spreadsheet. In any sheet, open Extensions, Coefficient, Launch (pricing FAQ). Sign-up starts the 30-day Pro trial.

Step 2: Connect HubSpot and Google Ads

In the sidebar, open the menu, choose Connected Sources, then Add Connection, and connect HubSpot; authorise it and pick the HubSpot account (HubSpot article). Repeat for Google Ads with the email that owns the account (Google Ads article). Treat the connection as load-bearing: deleting it breaks every import that uses it, and the HubSpot article says that cannot be undone.

Step 3: Import the deals

Choose Import from, HubSpot, From Objects & Fields, then Deals. Tick the fields you need (deal name, create date, close date, stage, amount, original source, owner), add filters such as a create date in the last 90 days, and click Import. HubSpot imports take up to 25 filters. If you add the associated company, pick Primary Association for one row per deal; Row Expanded gives every association its own row, so a record can appear more than once (HubSpot article).

Step 4: Import campaign cost from Google Ads

Choose Import from, Google Ads, Start from scratch, the account, then the Campaign object, and add date, campaign name, clicks and cost. Cost arrives as Cost Micros, so divide it by 1,000,000 in the next column before anyone reads it; the Google Ads article spells this out, along with a ceiling of 100,000 rows per import.

Step 5: Schedule both imports for Monday

Click Refresh above the imports, choose Set Refresh Schedule, tick both imports and pick Weekly, Monday at 7 AM. Two details from the import refresh article: runs start at the top of the hour, and they follow the time zone of the computer of whoever set the schedule, so a colleague in another country sees a different clock (time zone article). The import refresh article also suggests opening the sidebar now and then, which keeps Google's triggers active.

Step 6: Keep last week with a snapshot

Each refresh wipes the deals tab and writes it again, so without a copy last Monday's pipeline is gone. Open Automations, Data Snapshot, Create Snapshot, choose Entire Tab and the deals tab, and set Weekly, Monday at 8 AM, an hour after the import, which is the buffer the snapshots article recommends. Set Snapshots to Retain to 26 for half a year of Mondays, then click Test Snapshot. The time zone article says daily and weekly snapshots are generated at 1 a.m. in the creator's time zone, so check that the first one holds the refreshed data before you rely on it.

Step 7: Hand the watching to the Alerts Agent

Open Monitor, then Create Alert, and describe it: "Post in #pipeline when a deal whose original source is Paid Search moves to Closed Won, with the deal name, owner and amount." The agent reads the sheet, may ask whether you want one message or one per deal, and drafts the design, which you can edit by asking. Click Send Test with your own Slack name or email as the recipient, then choose Slack and the channel, and set it to run when the import refreshes (Alerts Agent article).

The agent writes the alert; a person decides it is right. Read the first two weeks of alerts against HubSpot. Change detection follows import refreshes, so a value typed into the sheet does not trigger it, and the alerts article warns that formulas such as NOW() and RAND() in the watched range stop alerts from firing.

What Coefficient's help centre warns about

• Refresh All on a heavy sheet. It can time out, so refresh the large imports on their own (import refresh article).
• Alerts sent as separate messages. Coefficient caps them at 10 per batch of changes, so a bulk edit in HubSpot does not flood the channel (alerts article).
• Engagement objects. Calls, emails and meetings need extra HubSpot permissions, which the HubSpot article lists.

The free version, and when the sheet is not the problem

The Free plan imports up to 5,000 rows and allows 50 refreshes a month, but automatic refreshes need a paid plan (pricing FAQ). Refreshing two imports by hand every Monday uses 8 to 10 runs a month, so a lead who will press the button can run this sheet for nothing.

Know what the trial is doing. It runs 30 days on Pro, so the schedule and the agent you configure belong to a plan at $99 per user, and on day 31 the account moves to Free, where none of that automation runs (pricing FAQ). That is the day the purchase gets made, by default, unless you decided earlier.

Sometimes the sheet shows something else: HubSpot, the ad accounts and finance each keep a different pipeline number, and the spreadsheet exists to referee them. Then the stack is the problem rather than the tool, and a one-week review like the Startup Fixer maps it before another connector goes in.

FAQ

Which time zone do scheduled imports use?

The time zone of the computer of the person who scheduled them: an import set for 9 AM on a machine on Pacific Time refreshes at 9 AM Pacific, wherever the rest of the team sits (import refresh article).

Why didn't my alert fire after I changed a cell?

Because the Alerts Agent watches import refreshes, not edits typed into the sheet, per the Alerts Agent article.

Can I pull a HubSpot report straight into Sheets?

No. HubSpot only sends report exports as an emailed link, which Coefficient cannot reach, so the HubSpot article points you to importing the underlying objects instead.