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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 create comma-separated lists from associated records, leaving you unable to consolidate related data like product lists, event attendance, or tag collections into single contact fields.
You can solve this by using spreadsheet formulas to aggregate related records and create clean comma-separated values that update automatically as your data changes.
Create comma-separated aggregations using Coefficient
Coefficient transforms this complex task into straightforward spreadsheet operations. Import HubSpot contacts with their related records, use aggregation formulas, then sync the comma-separated results back to HubSpot contact properties.
How to make it work
Step 1. Import contacts with related records.
Use Coefficient to import Contacts and their related records, selecting all associated objects you need to aggregate. Enable “Row Expanded” view to see all relationships and apply filters if you only need specific record types.
Step 2. Apply aggregation formulas.
For Google Sheets, use =TEXTJOIN(“, “, TRUE, UNIQUE(FILTER(B2:B100, A2:A100=E2))) to create comma-separated lists without duplicates. For Excel, try =TEXTJOIN(“, “, TRUE, IF($A$2:$A$100=E2, $B$2:$B$100, “”)). Add conditions with =TEXTJOIN(“, “, TRUE, FILTER(B2:B100, (A2:A100=E2)*(C2:C100=”Active”))).
Step 3. Clean and format your data.
Remove duplicates by wrapping formulas in UNIQUE functions, sort values using SORT before TEXTJOIN, and limit length with =LEFT(TEXTJOIN(…), 255) to respect HubSpot property limits. Use FILTER to exclude empty values for cleaner results.
Step 4. Set up automated sync.
Create a summary sheet with Contact ID and aggregated fields, then set up Coefficient Export to update HubSpot contacts. Schedule automatic refresh (hourly, daily, or weekly) and use snapshots to track historical aggregations.
Start aggregating your HubSpot data
This approach gives you the data aggregation capabilities that HubSpot’s native workflows lack, with live connections and unlimited customization through familiar spreadsheet functions. Try Coefficient to start creating comma-separated contact fields.
