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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.”
Zapier’s HubSpot integration often fails to provide meeting ID fields for associations, leaving you unable to connect Calendly meetings with their related deals. This missing functionality breaks your sales tracking and makes it harder to see which meetings actually move deals forward.
Here’s how to bypass Zapier’s limitations entirely and create reliable meeting-to-deal associations using a spreadsheet-based approach.
Connect Calendly meetings to deals using Coefficient
Coefficient solves this problem by letting you import both meetings and deals from HubSpot into your spreadsheet, create associations using familiar formulas, then push those relationships back to HubSpot automatically. This approach gives you full control over the matching logic while handling bulk associations efficiently.
How to make it work
Step 1. Import your HubSpot meetings and deals data.
Connect Coefficient to HubSpot and create two separate imports: one for meetings (including Calendly-created ones) and another for deals with their custom properties. Set up scheduled refreshes to keep your data current throughout the day.
Step 2. Build your association mapping logic.
Create columns to match meetings to deals using spreadsheet formulas like VLOOKUP or INDEX/MATCH. You can match based on shared contact associations, meeting IDs stored in deal properties, or date proximity. Use Coefficient’s Formula Auto Fill Down feature to apply your matching logic to new rows automatically.
Step 3. Export associations back to HubSpot.
Use Coefficient’s Export feature to select “Add Association” between meetings and deals. Map your Meeting ID and Deal ID columns to the appropriate fields, then schedule exports to run automatically every hour or daily.
Step 4. Set up monitoring and alerts.
Create Slack or email alerts for when new meetings lack deal associations. Build a simple dashboard showing unassociated meetings that need attention, and use Coefficient’s snapshot feature to track your association history over time.
Skip the workarounds and automate your associations
This method eliminates Zapier’s meeting association limitations while providing better visibility into your sales process. You get audit trails, bulk operations, and flexible matching rules that native automation tools simply can’t match. Try Coefficient to start connecting your Calendly meetings to deals automatically.
