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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’s native reporting forces you to export activities, custom fields, and company data separately, then manually join them together. This creates data fragmentation and wastes time on repetitive data matching tasks.
Here’s how to pull all this information into a single, unified report that saves hours of manual work.
Create unified activity reports using Coefficient
Coefficient’s advanced association handling lets you combine activity data, custom fields, and associated company information in one import. Instead of managing multiple exports, you get a complete dataset where each activity row includes all relevant context.
How to make it work
Step 1. Set up your Activities import with custom field selection.
Connect to HubSpot through Coefficient and create an Activities import. During field selection, choose both standard activity fields (date, type, subject) and any custom activity properties you’ve configured in your CRM.
Step 2. Add associated company fields using bracket notation.
Include company information by selecting fields like “Company Name (Associated Company)” or “Industry (Associated Company)”. This pulls the relevant company data for each activity without requiring separate exports or complex lookups.
Step 3. Choose your association display format.
Select how you want associated data displayed. “Primary Association” shows the main company, “Comma Separated” lists multiple companies in one cell, and “Row Expanded” creates separate rows for each company association.
Step 4. Configure filters and scheduling.
Apply any necessary filters for date ranges, activity types, or company criteria. Set up automated refreshes to keep your unified report current with new activities and updated company information.
Get complete activity context in one place
This unified approach eliminates the tedious process of matching data across multiple exports and gives you immediate access to comprehensive activity insights with full company context. Build your unified activity report today.
