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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.”
While HubSpot’s permission structure controls which activities you can access, the native export tools make it cumbersome to pull activity data from multiple users across different teams, even when you have the necessary permissions.
Here’s how to streamline multi-user activity exports once you have appropriate access to the data.
Streamline multi-user activity exports using Coefficient
Coefficient optimizes the multi-user activity export process through advanced filtering capabilities. While you still need proper HubSpot permissions to view activities assigned to other users, Coefficient makes the actual export process much more efficient.
How to make it work
Step 1. Verify your HubSpot permissions.
Ensure you have read access to activities assigned to the target users. You’ll need visibility to activities across teams, which may require elevated permissions for cross-team data access in HubSpot’s settings.
Step 2. Set up multi-user filtering.
Create an Activities import and use the “Assigned To” field with the IN operator: “Assigned To IN user1,user2,user3”. Replace the user values with actual HubSpot user IDs or email addresses to target specific team members.
Step 3. Configure dynamic user lists.
Reference a spreadsheet cell range for your user list: “Assigned To IN A1:A10” where cells A1 through A10 contain the user IDs. This makes it easy to update your target users without rebuilding the entire import.
Step 4. Add team-based filtering.
Combine user filters with other criteria like date ranges or activity types. For example: “Assigned To IN user1,user2,user3” AND “Activity Date >= 2024-01-01” AND “Activity Type = calls” for focused team activity analysis.
Step 5. Schedule automated multi-user exports.
Set up regular refreshes to maintain current multi-user activity data without manual intervention. This eliminates the need to repeatedly run filtered exports for different team combinations.
Optimize your cross-team activity reporting
Once you have the necessary HubSpot permissions, this approach streamlines multi-user activity exports and automates regular cross-team reporting workflows. Start building your multi-user activity reports today.
