)
Written by
Table of Contents
“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.”
Manual V-lookup operations between email performance exports and contact data represent a significant inefficiency that many HubSpot users face when trying to create comprehensive reports with both engagement metrics and contact information.
Here’s how to completely eliminate the need for manual V-lookups through automatic data association and mapping capabilities.
Replace V-lookups with automatic data association using Coefficient
Coefficient completely eliminates the need for manual V-lookups through its automatic data association and mapping capabilities. Instead of separate exports that require formula matching, you get unified datasets with preserved relationships.
How to make it work
Step 1. Create a single unified import instead of separate exports.
Connect to your HubSpot account and create one import that pulls email engagement data with automatic association to contact records. This eliminates the need for separate data sources that require manual matching.
Step 2. Configure “Row Expanded” association display.
Use Coefficient’s “Row Expanded” association display to automatically join email metrics with contact details in unified rows. This creates comprehensive records that combine engagement data with contact information without any formula dependencies.
Step 3. Set up automatic field mapping.
Configure automatic field mapping when importing data that originated from Coefficient, eliminating manual column matching. The system maintains relationships between email performance and contact data across refreshes automatically.
Step 4. Enable dynamic filtering with preserved relationships.
Set up dynamic filtering that maintains relationships between email performance and contact data across refreshes. Apply filters for specific campaigns, date ranges, or engagement thresholds while keeping all associated data intact.
Step 5. Schedule automated updates.
Enable scheduled imports to keep the unified dataset current without any manual intervention. Your HubSpot data maintains direct links between email engagement and contact records automatically.
Transform manual data processes into automated workflows
This approach transforms fragmented, manual data processes into seamless, automated email performance reporting with integrated contact data. Start eliminating your V-lookup workflows today.
