Coefficient

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206 reviews
  • 1 profiles
  • 17 categories
Average star rating
4.7
Serving customers since
2020
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Coefficient Reviews

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Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Mid-Market (51-1000 emp.)
10/12/2026
Validated Reviewer
Verified Current User
Review source: Organic

Easy-to-Use Salesforce Sync for Executive-Ready Visuals

Easy to use, and syncs directly with Salesforce data to create a visual for executive viewing.
Nick S.
NS
Nick S.
SDRMid-Market (51-1000 emp.)
09/22/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Efficient Data Syncing, but Pricey for Some Users

I like how Coefficient integrates smoothly with Google Sheets, pulling live data from business systems like Salesforce and HubSpot. The scheduled auto-refresh feature is great; it keeps my leads and pipeline views updated automatically. The ease of use and the alerts feature are also awesome; I can notify myself or others in Slack when something changes, like a deal or a lead. Features like Salesforce impulse, write-back, Slack and email alerts, and snapshots are really prioritized for me. The custom scoring or priority columns that extend with new synced rows are something I really like. It’s all very easy, fresh, and automated, which fits with how I already build my tooling and automation.
Glenn L.
GL
Glenn L.
Director of SalesSmall-Business (50 or fewer emp.)
09/21/2026
Validated Reviewer
Verified Current User
Review source: Organic

Set It and Forget It: AI Dashboards, Triggers, and Workflows from One Sheet

Set it and forget it - link all your disparate sources of data to one sheet and then use AI to form into dashboards, triggers, and workflows.

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HQ Location:
Palo Alto, CA

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What is Coefficient?

Coefficient is a no-code solution that allows business teams to work with real-time data directly in their spreadsheets, automate spreadsheet workflows, and use AI and GPT to build pivots, charts, SQL, and more for them.Sync Google Sheets or Excel to your company systems such as Salesforce, Hubspot, Outreach, Snowflake, Tableau, Zendesk, Shopfiy, Airtable, Google Analytics, Google Search Console, Google Ads, Facebook Ads, Looker, Stripe, MySQL, PostgreSQL, Notion, Quickbooks, Chargebee and more.Live data in spreadsheets empowers GTM teams to build reports and analyses that are real-time, flexible and accurate without any knowledge of SQL or other advanced tools. A native Slack integration coupled with a powerful business rule engine enables you to keep the right people up-to-date at the right time.

Details

Year Founded
2020
Website
coefficient.io