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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot workflows can’t manage dashboard refresh intervals or differentiate between development and production environments for refresh scheduling. The platform’s workflow system lacks environment-aware refresh capabilities entirely.
Here’s how to set up sophisticated environment-specific refresh management that lets development teams iterate quickly while maintaining stable production reporting.
Configure environment-specific refresh schedules using Coefficient
Coefficient provides sophisticated environment-specific refresh management through its flexible connection and scheduling system. You can set up separate connections for development and production HubSpot instances, configure different scheduling for each environment, and maintain completely isolated data flows.
How to make it work
Step 1. Set up multiple HubSpot connections.
Create separate Coefficient connections for your development and production HubSpot instances. This allows you to pull data from different environments and manage them independently with their own refresh schedules and settings.
Step 2. Configure aggressive refresh intervals for development.
Set up frequent refresh intervals (every 15-30 minutes) for development dashboards to support rapid testing and iteration. Development teams need fresh data quickly to validate changes and test new reporting logic.
Step 3. Set conservative intervals for production reporting.
Configure stable, predictable refresh cycles (daily or weekly) for production reporting. This ensures consistent performance and reliable data delivery for business-critical dashboards that stakeholders depend on.
Step 4. Use Connected Sources for environment management.
Access Coefficient’s Connected Sources menu to easily switch between dev and production data sources and manage their individual refresh schedules. This gives you centralized control over both environments without cross-contamination.
Balance development speed with production stability
This environment-aware approach allows development teams to iterate quickly with frequent data refreshes while maintaining stable, predictable refresh cycles for production reporting. A level of control that HubSpot’s native dashboard and workflow systems simply can’t provide. Set up your environment-specific refresh management today.
