# Coefficient: Pull Live Pipeline Data into Google Sheets and Keep It Fresh

> Coefficient pulls live data from CRMs, databases and other sheets into Google Sheets. What it does, what Free covers and what needs a paid plan.

Source: https://learn.ynteractive.com/news/2026-10-16-coefficient-live-data-google-sheets-refresh · Updated 2026-10-16 · Free from Stepthrough (https://learn.ynteractive.com)

By [Robert Breen](https://learn.ynteractive.com/content/about) · Published October 16, 2026 · Coefficient news

If you copy a pipeline or a report out of another system by hand every week, this add-on can pull it into your sheet and refresh it, as long as you check which plan includes the refresh you need.

## What happened

Coefficient (coefficient.io) describes itself as “a no-code data platform” that connects live business data to Google Sheets and Excel for real-time reporting, AI dashboards and automated workflows. Its home page names CRMs such as HubSpot, Salesforce and Pipedrive, marketing tools such as GA4 and Mailchimp, and databases such as Snowflake, PostgreSQL, MySQL and BigQuery among its connectors, and claims “150+ Integrations”. It lists several AI agents, including an Import Agent that keeps a spreadsheet in sync, a Monitoring Agent that alerts you when a condition is met, a Dashboard Agent and a Sheets Assistant. Coefficient says it is trusted by more than 700,000 go-to-market teams, which is the company’s own figure. Source: [Coefficient home page](https://coefficient.io) (October 16, 2026).

## Who gets it, and what it costs

- **Free:** $0 a month, with 3 data sources, a 5,000-row import size, manual refresh and 50 import refreshes a month.
- **Starter:** $49 a month billed annually ($59 month to month), adds daily auto data refresh. The pricing page says it is for individual users.
- **Pro:** $99 per user a month billed annually ($119 month to month), adds hourly auto data refresh, up to 5 users and unlimited row import size.
- **Trial:** the page says “Try Pro free for 30 days”, and that without a plan you drop into the Free plan. Enterprise pricing is not listed.

Free is $0 a month with manual refresh. Daily auto data refresh starts on Starter at $49 a month billed annually ($59 month to month), and Pro is $99 per user a month billed annually ($119 month to month), as listed on Coefficient’s pricing page on October 16, 2026. The page’s FAQ says automations such as automatic refreshes and Slack and email alerts require a paid plan. Check the page for current plans.

## What it means for an office team

The problem is a familiar Monday job: a sales manager copies the team pipeline into the weekly report by hand, the numbers are stale by Tuesday and a deal shows at the wrong stage. Coefficient imports the data into a sheet and can refresh it on a schedule, so the report reads from the source.

The most basic use is to practise on a copy of the data first. In our test we imported a sheet of 12 made-up deals into a new Weekly Sales Report, kept all six columns and chose a daily 9:00 AM refresh. We did not create an alert, so we cannot say how alerts behave. Compare the first import with the source before you send a report from it, and read what Google asks you to allow when you authorize Drive access.

Want the listing and pricing at a glance? See Coefficient in the [data and spreadsheet tools directory](https://learn.ynteractive.com/content/ai-tools/data-spreadsheets).

## Try it: the stepthrough

This is Stepthrough’s own practice copy, built from real Coefficient screens captured in October 2026 with made-up deals. It is not an official Coefficient course, and it shows no alert because we did not create one.

[Start the 23-step practice](https://learn.ynteractive.com/modules/coefficient-pull-live-pipeline-data)

**Coefficient: Pull Live Pipeline Data into Google Sheets and Auto-Refresh It Daily**, about 12 minutes. You do each step yourself in a practice copy; nothing touches your real accounts. [Open full screen](https://learn.ynteractive.com/modules/coefficient-pull-live-pipeline-data) · [Read the steps](https://learn.ynteractive.com/content/coefficient-pull-live-pipeline-data-into-google-sheets)

### The 23 steps

1. Read the message
2. Put a price on it
3. Meet Coefficient
4. Look at the source data
5. Launch Coefficient
6. Tell it about yourself
7. Rate your Sheets skill
8. Say which systems you use
9. Choose Import
10. Pick Files
11. Pick Google Sheets
12. Allow Google Drive access
13. Check Tab, Range and Header
14. Click Next
15. Choose your columns
16. Click Import
17. See the data land
18. Turn on auto-refresh
19. Check the refresh schedule
20. See the alerts offer
21. Read the Agentic Alerts screen
22. What this saves you
23. Check the pricing

## Related lessons and courses

- [Coefficient: Pull Live Pipeline Data into Google Sheets and Auto-Refresh It Daily](https://learn.ynteractive.com/content/coefficient-pull-live-pipeline-data-into-google-sheets) (the practice on this page)
- [Data and Spreadsheet Tools: the AI tools directory](https://learn.ynteractive.com/content/ai-tools/data-spreadsheets)

## Sources

- [Coefficient home page](https://coefficient.io) (October 16, 2026)
- [Coefficient pricing](https://coefficient.io/pricing) (October 16, 2026)

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