Coefficient connects your spreadsheets with all your company systems like Salesforce, HubSpot, Databases, Analytic tools (Looker, Tableau), Slack, and more. You will have always-live data at your fingertips making it easy to create automated dashboards, analyze workflows and be the hero. The articles below will get you started on your journey.
If you need guidance/assistance reach out to us at [email protected] and we will get you back on track.
Getting Started
What is Coefficient?
What can I do with Coefficient?
Coefficient Basics for Google Sheets
Core Features
Filtering your Imports
Import Refreshes
Snapshots
Automations (Email/Slack)
Frequently Asked Questions
Who do you Integrate with?
How Coefficient Billing Works
How can I share Coefficient with a Colleague?
How do I Contact Coefficient?
Data Security
Time Zones with Coefficient
Templates
Update Import Fields for Salesforce/HubSpot Templates
Update Import Fields for Coefficient Templates
Excel Add-in
Excel Add-In
Integrations
Salesforce
HubSpot
Looker
Snowflake
MySQL
PostgreSQL
MS SQL
Redshift
BigQuery
Airtable
Tableau
Jira
Zendesk
Pipedrive
Shopify
Outreach
QuickBooks
Chargebee
Stripe
Notion
Mailchimp
Facebook Ads
Facebook Insights
LinkedIn Ads
YouTube Analytics
Google Ads
Google Analytics 4
Google Analytics
Google Search Console
Google Sheets
Excel
CSV
Advanced Features
Cloud Datasets
Import Templates
Export to Salesforce
Export to SQL
Scheduled Exports
SQL Parameters
Cloud Pivot Tables
Formula Auto Fill Down
Managing Data Source Connections
Changing Connections
My Workspace
Import Management
Transferring Imports
Renaming Imports/Adding Import Descriptions
Locked Imports
Deleting Imports
Sheet Optimization
Adding a Notes Column to my Import
GPT
GPT Copilot with Coefficient
Google Sheets Functions
Conditional Formatting
Spreadsheet Formulas
Google Sheets Permissions