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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 standard contact export includes only basic contact properties, excluding valuable interaction history like emails, meetings, calls, and deal activities.
Here’s how to export contacts with their complete engagement history for comprehensive customer analysis and advanced reporting in Excel.
Export comprehensive contact engagement data using Coefficient
CoefficientHubSpotGoogle Sheetsenables comprehensive contact exports including full engagement history through its association handling capabilities. You can pullcontacts along with all their interactions, meetings, deals, and activities inor Excel.
How to make it work
Step 1. Set up your primary contact import.
Create a Contacts import with all desired contact fields. Enable “Pull Associated Records” option and select engagement objects like Emails, Meetings, Calls, Notes, and Tasks to include interaction history.
Step 2. Configure association display options.
Choose how you want engagement data displayed: Row Expanded creates separate rows for each interaction (best for detailed analysis), Comma Separated lists all interactions in single cells (compact view), or Primary Association shows the most recent or relevant interaction.
Step 3. Select comprehensive engagement data.
Include email opens, clicks, and responses; meeting details and attendees; call logs with duration and outcomes; deal associations and pipeline stages; task completion status; and note contents with timestamps.
Step 4. Set up advanced analysis formulas.
Use Coefficient’s Formula Auto Fill Down to calculate interaction frequency, create pivot tables analyzing engagement patterns, set up alerts for contacts with no recent interactions, and build activity scores based on engagement data.
Step 5. Verify engagement object permissions.
Note that accessing Engagement objects requires E-commerce permissions in HubSpot. Make sure your account has the appropriate permissions to pull this comprehensive interaction data.
Get complete customer insights impossible with standard exports
Start buildingThis comprehensive export provides a complete customer view that’s impossible to achieve with standard HubSpot exports, enabling advanced analytics and reporting in Excel.your comprehensive contact and engagement database with Coefficient.
