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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.”
Manual social media data extraction from HubSpot is time-consuming and prone to inconsistencies, especially when you need regular monthly performance tracking. While HubSpot’s native social media analytics have access limitations, you can still automate much of the data extraction process.
The key is setting up automated workflows that capture the social media data you can access and building systems that maintain consistency in your monthly reporting.
Automate social media data collection with custom tracking using Coefficient
Coefficient can automate significant portions of HubSpot social media data extraction, though with important limitations regarding native social media analytics. The solution focuses on automating custom social data tracking and workflow management.
How to make it work
Step 1. Set up custom properties for key social KPIs in HubSpot.
Create custom properties on your Deals, Companies, or Contacts to track important social media metrics. This might include monthly social-driven leads, engagement scores, or campaign attribution data that you can update regularly.
Step 2. Configure monthly scheduled imports.
Set up Coefficient to automatically import your custom social media properties on the first of each month. This creates consistent data collection timing and ensures you never miss a monthly reporting cycle.
Step 3. Use snapshot functionality to build historical datasets.
Enable Coefficient’s snapshot feature to preserve monthly data points automatically. This builds cumulative historical datasets that show trends over time, something manual extraction makes difficult to maintain consistently.
Step 4. Set up automated alerts for performance changes.
Configure email or Slack alerts when social performance metrics hit specific thresholds or show significant month-over-month changes. This gives you immediate visibility into performance shifts without manual monitoring.
Step 5. Create automated monthly performance summaries.
Use Coefficient’s append new data functionality to build rolling 12-month trend analysis. Combine this with formula auto-fill to automatically calculate period-over-period changes and performance indicators.
Build consistent monthly social media tracking
While native HubSpot social media analytics require alternative approaches, this automated system ensures consistent monthly data collection and performance tracking. You’ll have reliable insights without the manual work. Start automating your social media data extraction today.
