Manual cross-referencing between HubSpot’s ad performance data and contact interaction records creates significant operational inefficiencies. You’re stuck with separate exports, time-consuming manual correlation, and reports that become outdated quickly.
Here’s how to eliminate these manual workflows through comprehensive automation that keeps your cross-referenced reports current and accurate.
Eliminate manual cross-referencing with Coefficient automation
Coefficient transforms manual workflows into hands-off systems that deliver current, accurate cross-referenced insights continuously. Instead of separate exports and manual correlation, you get automated data synchronization between HubSpot’s ad performance and contact interaction data.
How to make it work
Step 1. Configure scheduled dual imports.
Set up Coefficient to automatically import both ad performance metrics and contact interaction data on your preferred schedule (hourly, daily, weekly). Both data sources update simultaneously, maintaining report accuracy without manual intervention.
Step 2. Set up cross-reference automation.
Create VLOOKUP or INDEX-MATCH formulas that automatically correlate data based on contact IDs, campaign identifiers, or UTM parameters. For example: =VLOOKUP(A2,ContactInteractions!A:E,4,FALSE) to automatically pull contact interaction data into your ad performance analysis.
Step 3. Enable formula auto-fill for new data.
When new contact interactions are imported, cross-reference formulas automatically extend to include new rows. This ensures every new data point gets properly correlated without manual formula copying.
Step 4. Configure automated report generation.
Use Coefficient’s snapshot feature to automatically capture completed cross-referenced reports at regular intervals. Set up conditional reporting that only generates when specific conditions are met, like when campaign spend exceeds a threshold.
Step 5. Set up alert automation.
Configure email or Slack notifications when cross-referenced data reveals significant changes in key metrics. Get immediate alerts when high-value contacts convert or when campaign performance drops below benchmarks.
Focus on analysis instead of data preparation
This automation eliminates manual export/import cycles that can take hours weekly and reduces correlation errors from manual processes. You get immediate insights instead of waiting for manual report compilation. Start automating your cross-referenced HubSpot reports today.