How to export HubSpot social media data to Excel when native export is unavailable

using Coefficient excel Add-in (500k+ users)

Learn how to export HubSpot social media data to Excel using alternative methods when native export options aren't available for your specific data needs.

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HubSpot’s native social media export options are limited, especially when you need specific performance data that isn’t readily available through standard reports. The platform stores most social media analytics in Marketing Events objects that can’t be directly exported.

But there are workarounds. You can still get your social media data into Excel if you know where to look and how to structure your data collection approach.

Export social media data through custom properties and activities using Coefficient

While Coefficient can’t access HubSpot’s native social media analytics directly, it can help you export social media data that’s stored in accessible objects like Contacts, Companies, Deals, and Activities.

How to make it work

Step 1. Set up custom properties for social media tracking.

Create custom properties on your Contacts, Companies, or Deals to capture key social media metrics. This might include engagement scores, social media source attribution, or campaign performance data that you manually input or capture through other integrations.

Step 2. Log social interactions as Activities.

Use HubSpot’s Activity feature to track social media interactions with your contacts. This creates a record that Coefficient can access and export, giving you detailed interaction history tied to specific contacts.

Step 3. Connect Coefficient to HubSpot and import your data.

Open Coefficient’s sidebar in Excel, connect to HubSpot, and select the objects containing your social media data. Use filtering options to focus on social media-related records, custom properties, or specific activity types.

Step 4. Schedule automatic refreshes for ongoing data collection.

Set up scheduled imports to automatically update your Excel file with new social media data. This builds a historical dataset over time, something HubSpot’s native tools struggle with for social media analytics.

Step 5. Apply formulas for custom calculations and trend analysis.

Use Excel’s formula capabilities to calculate engagement rates, conversion metrics, and trend analysis that HubSpot can’t provide natively. Coefficient’s formula auto-fill feature will apply these calculations to new data automatically.

Start building better social media reports

This approach gives you more flexibility than HubSpot’s limited native social media exports. You can create custom metrics, historical tracking, and detailed analysis that fits your specific reporting needs. Try Coefficient to start exporting your HubSpot social media data today.

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