Category: HubSpot

You can generate company-level HubSpot reports with restricted data visibility by creating true company-level data isolation that prevents users from accessing unauthorized information while maintaining professional reporting capabilities.

This approach transforms HubSpot’s broad data access model into a secure, restricted reporting system suitable for external stakeholders and sensitive company-specific metrics.

Implement true data isolation using Coefficient

Coefficient directly addresses HubSpot’s limitation in providing restricted data visibility by creating complete company-level data isolation. Native HubSpot lacks granular company-level permission controls, and view-only access still allows navigation to unauthorized data, but Coefficient provides granular filtering and dynamic access control.

How to make it work

Step 1. Configure granular filtering and access controls.

Use up to 25 filters across 5 filter groups to isolate specific company data completely. Point filters to spreadsheet cells containing authorized company IDs for dynamic access control. Control which related objects (contacts, deals, tickets) are visible per company and choose specific HubSpot fields to import while hiding sensitive information.

Step 2. Implement advanced search and conditional filtering.

Use the HubSpot Search Formula like =hubspot_search(“deals”, “Company_Name=AuthorizedCompany”) for precise data retrieval. Apply conditional filtering using spreadsheet logic to show or hide data based on user permissions. Set up automated refresh schedules that maintain current data while preserving restrictions.

Step 3. Establish security features and audit controls.

Create complete data isolation where each company report contains only authorized data, eliminating the need for HubSpot login credentials. Implement audit trails to track report access and modifications through spreadsheet permissions. Use Snapshot Archiving to create historical reports with consistent visibility restrictions for compliance.

Secure your company-level reporting

This solution provides true data isolation and professional presentation without CRM complexity while offering cost-effective reporting that eliminates additional HubSpot licenses. Each stakeholder sees only their authorized company data with automated distribution. Transform your HubSpot reporting permissions today.

HubSpot treats event campaigns and content campaigns as separate entities with different properties and metrics. Native dashboards cannot easily combine these campaign types into a single, cohesive view with normalized metrics for true performance comparison.

Here’s how to create unified campaign dashboards that aggregate both event and content performance into comparable metrics.

Build unified campaign performance dashboards using Coefficient

The solution involves importing both campaign types separately, then normalizing their metrics for unified analysis. Coefficient handles the data transformation and aggregation that HubSpot can’t perform natively, creating true cross-campaign visibility.

How to make it work

Step 1. Create separate imports with standardized field selection.

Set up separate imports for event campaigns and content campaigns from HubSpot . Standardize field selection to include common metrics like Name, Type, Start date, Impressions, Conversions, and Revenue. Add a custom “Campaign Category” column to distinguish between event and content types.

Step 2. Implement data normalization process.

Map different metric names to unified columns (for example, “Attendees” for events equals “Engaged Users” for content). Create calculated fields for comparable metrics across types. Use IF statements to handle type-specific calculations and ensure consistent measurement.

Step 3. Build aggregated performance metrics.

Create a master dashboard combining both data sources. Calculate unified conversion rates using this formula: Conversions / (Impressions or Registrations). Create weighted performance scores that account for campaign type differences and business impact.

Step 4. Set up continuous data aggregation.

Use Append New Data to continuously build a unified campaign database. Apply consistent date ranges across both campaign types. Set up automated data refresh schedules to keep your dashboard current with the latest HubSpot data.

Step 5. Create cross-campaign analysis capabilities.

Compare event vs content campaign effectiveness using normalized metrics. Track total marketing impact across all campaign types. Identify optimal campaign mix by business unit and time period for strategic planning.

Step 6. Build a structured dashboard layout.

Organize with separate sheets for event campaign imports, content campaign imports, unified metrics table with normalized data, and visualization layer with combined performance charts, campaign type comparisons, and trend analysis over time.

Get complete campaign visibility

Aggregating event and content campaigns into unified dashboards reveals performance patterns that individual campaign reports miss. This comprehensive view enables better resource allocation and strategic decision-making across all campaign types. Start building your unified campaign dashboard today.

When contact emails are stored in HubSpot deal properties instead of proper contact records, native deduplication fails completely. You can build sophisticated deduplication logic that extracts emails from deal properties and creates multi-level validation to identify and merge duplicate HubSpot deals.

This transforms HubSpot’s limitation into a powerful deduplication opportunity using spreadsheet-based logic.

Extract emails from deal properties and build advanced deduplication using Coefficient

Coefficient transforms the challenge of emails trapped in deal properties into a comprehensive deduplication solution. You can extract, normalize, and match emails while building sophisticated validation logic that HubSpot’s native tools cannot achieve.

How to make it work

Step 1. Import deals and normalize email data.

Import all HubSpot deals with their custom email properties. Create a normalized email column using `=LOWER(TRIM(B2))` to standardize formatting. Use REGEXEXTRACT to handle multiple email formats and build domain extraction for company-level deduplication.

Step 2. Build multi-level duplicate detection formulas.

Create primary deduplication: `=COUNTIF(C:C,C2)>1` for exact email matches. Add secondary checks: `=OR(COUNTIFS(D:D,D2,E:E,E2)>1,COUNTIFS(F:F,F2,G:G,”>=”&G2-7,G:G,”<="&G2+7)>1)` to catch company/amount matches and date-proximity duplicates.

Step 3. Create duplicate groups and identify primary deals.

Use RANK functions to create duplicate group IDs. Within each group, identify the “winner” deal based on most recent activity, highest value, most complete data, or latest stage progression. Build merge strategy columns showing which deals to preserve versus archive.

Step 4. Execute staged merge operations.

Create preservation snapshots before merging. Use Coefficient’s conditional export to UPDATE primary deals with merged information, add activity notes documenting the merge source, and sum deal amounts if applicable. Schedule DELETE exports for source deals after verification.

Step 5. Implement ongoing prevention and monitoring.

Schedule hourly imports to catch new deals. Use Formula Auto Fill Down to auto-apply deduplication formulas. Set up Slack alerts for new duplicates and create dashboards showing duplicate rate trends, common sources, and email extraction success rates.

Turn data limitations into deduplication advantages

This approach handles sophisticated pattern matching and bulk operations impossible with HubSpot’s native deduplication when emails are stored in deal properties. You get complete audit trails and can prevent future duplicates through ongoing monitoring. Start building your advanced deduplication system today.