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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 Lists and property history provide some workarounds for accessing sensitive field data, but list exports still face the same CSV restrictions that block highly sensitive properties, and property history requires manual record-by-record access.
Here’s how to leverage Lists for targeting while getting actual bulk export capabilities for sensitive fields that list exports cannot deliver.
Combine HubSpot Lists with direct API access for sensitive field extraction using Coefficient
Coefficient can leverage HubSpot Lists for targeting while providing actual bulk export capabilities for sensitive fields that list exports cannot access. This approach maintains list-based organization while enabling SSN and bank account field extraction.
How to make it work
Step 1. Create HubSpot lists to segment contacts with sensitive field data.
Set up lists containing contacts with sensitive field data needing migration. Use workflows to automatically add qualifying contacts to these migration lists for organized targeting.
Step 2. Connect Coefficient and configure imports targeting your lists.
Establish your HubSpot connection in Coefficient and configure imports that reference your specific lists containing loan records. Use filtering to target these workflow-created lists.
Step 3. Import sensitive fields that list exports cannot access.
Select SSN and bank account number fields in Coefficient’s field mapping interface. Unlike list exports, Coefficient can access these protected fields through direct API connections.
Step 4. Set up automated monitoring for list additions.
Configure scheduled imports to automatically capture new list additions with sensitive data. Set up alerts when sensitive field data is updated or new records are added to your migration lists.
Get bulk export power while maintaining list organization
This approach combines HubSpot’s native list management with superior export capabilities for sensitive field data, eliminating the manual property history checking that’s impractical for large-scale migrations. Ready to export from your lists? Try it with Coefficient.
