I help operators get more out of their spreadsheets, whether they're connecting live data from tools they use like HubSpot or SFDC, automating updates & alerts, or using AI to make smarter decisions.
Migrating between HubSpot accounts definitely gets tricky. If you're looking to automate the backup process a bit, tools like Coefficient's certi...read more
If you need precise control over how your stacked bar chart segments are sorted for this report or any others you can use to sync your HubSpot dat...read more
This is a pretty large request that HubSpot might be able to support with custom reports if you have all of the data you need in HubSpot. If you ...read more
Because HubSpot offers so much, and everyone's reporting needs are so different, HubSpot pushes the limits but it would be extremely difficult to su...read more
HubSpot's quick filters are pretty limited in flexibility, especially when trying to filter goal reports by specific users or date ranges like quarte...read more
Integrating your live user data into HubSpot is not only viable but can significantly enhance your sales outreach and prospecting efforts. You may ha...read more