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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 Operations Hub and custom code actions have significant limitations when handling SSN fields for external export. Custom code actions cannot output highly sensitive properties to external systems, and webhook actions automatically exclude protected fields.
Here’s why Operations Hub falls short for sensitive data export and what actually works for bulk SSN field extraction.
Operations Hub can’t export SSN fields, but direct API connections can using Coefficient
Operations Hub focuses on internal data manipulation rather than bulk sensitive data export. Custom code actions inherit the same sensitive field restrictions as standard API endpoints and cannot bypass CSV export limitations. Coefficient bypasses these Operations Hub limitations by establishing direct API connections that can access HubSpot sensitive fields through proper authentication frameworks.
How to make it work
Step 1. Set up Coefficient connection with sensitive property permissions.
Establish your connection to HubSpot through Coefficient with appropriate permissions for highly sensitive properties. This requires proper authentication that Operations Hub custom code cannot provide.
Step 2. Create contact imports targeting SSN fields.
Configure imports specifically targeting contact records with SSN fields. Unlike Operations Hub actions, Coefficient can access and display these sensitive properties in the field selection interface.
Step 3. Apply filtering for targeted contact export.
Use filtering capabilities to select contacts needing export for mortgage tracking integration. This provides the bulk export functionality that Operations Hub workflows cannot deliver for sensitive field data.
Step 4. Configure automated exports for ongoing sync.
Set up scheduled exports to push updated contact data with SSN fields to your target system. Include automated alerts when new contacts with SSN data are added, providing the automation Operations Hub promises but can’t deliver for sensitive fields.
Get the bulk export capabilities Operations Hub can’t provide
This approach delivers real-time data sync and bulk export capabilities for hundreds of loan records simultaneously, eliminating the manual intervention required with Operations Hub workflows. Ready to export those SSN fields? Start now with Coefficient.
