Building contact-specific ad attribution reports using HubSpot data exports

using Coefficient google-sheets Add-in (500k+ users)

Transform manual HubSpot data exports into automated contact-specific ad attribution reports with sophisticated attribution modeling.

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Traditional HubSpot data exports for ad attribution analysis involve multiple manual steps: downloading separate reports, manually correlating data in spreadsheets, and rebuilding analysis each time you need updated data. This process is time-intensive and creates attribution analysis that becomes stale quickly.

Here’s how to transform this manual export process into an automated, always-current system that delivers sophisticated contact-specific attribution analysis.

Replace manual exports with automated attribution using Coefficient

Coefficient transforms manual export workflows into automated, always-current systems. Instead of static exports, you get live connections to both HubSpot ad performance and contact interaction data sources with sophisticated attribution formulas that assign conversion credit across multiple touchpoints per contact.

How to make it work

Step 1. Establish live data connectivity.

Set up Coefficient to maintain live connections to both HubSpot ad performance and contact interaction data sources. Structure imports to prioritize contact-level analysis with associated campaign touchpoints.

Step 2. Build attribution model formulas.

Create sophisticated attribution calculations including first-touch (which campaign first introduced each contact), last-touch (which campaign directly preceded conversion), and multi-touch attribution that distributes conversion credit across all campaign interactions in a contact’s journey.

Step 3. Configure automated refresh scheduling.

Set up regular data updates to maintain attribution accuracy without manual intervention. Your attribution models update automatically as new contact interactions occur.

Step 4. Create advanced reporting capabilities.

Build contact lifetime value analysis by acquisition campaign using formulas like =SUMIF(Contacts!Campaign,A2,Contacts!Revenue) to calculate total revenue generated by contacts from specific ad campaigns. Create attribution path analysis to visualize common sequences of campaign touchpoints that lead to conversions.

Step 5. Set up automated alerts.

Configure notifications when attribution patterns change significantly. Get alerts when campaign efficiency scores shift or when attribution models identify new high-performing campaign sequences.

Get sophisticated attribution without manual work

This approach delivers sophisticated contact-specific attribution analysis that remains current and actionable, replacing static export-based workflows with dynamic, automated insights. You get real-time attribution updates and consistent methodology across all reporting periods. Start building your automated attribution reports today.

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