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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 hit a wall when you try to export deal line items to spreadsheets. They can’t directly access line item objects, can’t handle complex data relationships, and lack the formatting needed for proper analysis.
Here’s why workflows fall short and what actually works for getting deal and line item data into spreadsheets automatically.
Why workflows can’t handle line item exports
Workflows face several hard limitations that make line item exports nearly impossible. They can’t directly manipulate line item objects, struggle with one-to-many relationships between deals and line items, and only support simple field mappings that break complex data structures.
The bigger issue is that workflows depend on trigger conditions and enrollment criteria, which creates delays and potential failures when processing large datasets. For finance teams needing reliable, timely data, these limitations make workflows unsuitable for line item reporting.
Bypass workflow restrictions using Coefficient
Coefficient connects directly to HubSpot’s API, accessing both deal and HubSpot line item objects without relying on workflow intermediaries. This direct access eliminates the object permission restrictions that workflows face.
How to make it work
Step 1. Set up direct object access for deals and line items.
Connect Coefficient to HubSpot and create imports for both deal and line item objects. This bypasses workflow restrictions entirely by accessing HubSpot’s API directly, giving you full access to all object types and their relationships.
Step 2. Configure association management for data relationships.
Use Coefficient’s native association handling to preserve deal-to-line-item relationships automatically. Choose from multiple display options like “Primary Association,” “Comma Separated,” or “Row Expanded” to structure data optimally for your analysis needs.
Step 3. Enable reliable scheduling without workflow complexity.
Set up straightforward scheduling (hourly to monthly) that runs independently of HubSpot’s workflow engine. This eliminates the enrollment triggers, processing delays, and execution limits that make workflow-based exports unreliable.
Step 4. Handle unlimited data volumes.
Process large datasets without the execution limits and timeout issues that plague workflows. Coefficient supports minimum 50,000 rows without performance restrictions, making it suitable for enterprise-level data volumes.
Move beyond workflow limitations
Workflows simply weren’t designed for complex data exports like deal line items. Direct API connections provide the reliability and functionality that finance teams need for automated reporting. Start using Coefficient to access your complete HubSpot dataset without workflow restrictions.
