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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’s native email reporting creates data silos where email engagement metrics are separated from essential contact details like company names and phone numbers, requiring manual data manipulation to create comprehensive reports.
Here’s how to eliminate this fragmentation and create unified exports that combine engagement data with complete contact information automatically.
Eliminate email data silos with integrated contact exports using Coefficient
Coefficient eliminates this fragmentation through its sophisticated data integration capabilities. You can create unified datasets that combine email engagement signals with contact information for immediate lead qualification and follow-up processes.
How to make it work
Step 1. Create a primary import from HubSpot’s Engagements object.
Connect to your HubSpot account and import email engagement metrics including open count, click count, email type, and send date. This captures all the performance data you need for analysis.
Step 2. Configure association settings for contact data.
Set up association handling to pull related Contact object data, specifically including company name and phone number fields. Use Coefficient’s automatic field mapping to seamlessly join engagement data with contact information.
Step 3. Apply filtering and field selection.
Filter for specific engagement types or date ranges while maintaining the complete contact context. Select additional fields like contact owner, lead score, or last activity date to enrich your dataset further.
Step 4. Schedule automatic updates.
Set up scheduled refreshes to ensure the combined dataset stays current without manual intervention. Your HubSpot engagement data automatically updates with the latest contact information.
Transform email metrics into actionable contact intelligence
This approach transforms disconnected email metrics into actionable contact intelligence with complete company and phone number context. Start building your integrated email performance reports today.
