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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 workflows can’t handle multiple associated records in Excel exports because they process one record at a time, making bulk exports with complex relationships nearly impossible.
Here’s how to automate exports with multiple associations while maintaining data relationships and avoiding workflow limitations entirely.
Export complex HubSpot associations automatically using Coefficient
CoefficientHubSpotexcels at automated data export scenarios involving complex object relationships from. It handles multiple associations that workflows simply can’t manage effectively.
You get three different ways to display associated records: Primary Association for single relationships, Comma Separated for lists, or Row Expanded for detailed breakdowns with separate rows per association.
How to make it work
Step 1. Import contacts with deal associations using Row Expanded format.
Connect Coefficient to HubSpot and create a contact import. Select Row Expanded display to create separate rows for each associated deal, giving you complete visibility into multiple deal relationships per contact.
Step 2. Apply filters for specific deal stages or contact properties.
Use dynamic filtering to focus on contacts with deals in specific stages or meeting certain criteria. You can filter across both contact properties and their associated deal information simultaneously.
Step 3. Set up hourly refresh to capture association changes in real-time.
Configure automatic updates so your spreadsheet reflects new associations, removed relationships, and changes to associated record data as they happen in HubSpot.
Step 4. Use Formula Auto Fill Down to calculate metrics across associated records.
Set up formulas that automatically extend to new rows as associations are added. Calculate deal pipeline values per contact, conversion rates, or any metrics that span multiple associated records.
Handle complex associations without workflow headaches
Start exportingThis approach provides automated HubSpot to Excel export capabilities that far exceed what’s possible through workflow automation, with no pagination issues or manual data compilation required.your complex association data today.
