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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 email reporting lacks the ability to easily combine email open rates with contact owner assignments in a single export, often requiring separate reports and manual data matching.
You’ll learn how to create automated email open data exports that include contact owner information through advanced association management.
Automate email open rate exports with contact owner data using Coefficient
Coefficient addresses this limitation by creating automated email open data exports that include contact owner information through its advanced association management capabilities. You get real-time visibility into email performance by sales rep without manual lookup work.
How to make it work
Step 1. Import email engagement data filtered for opens.
Connect to your HubSpot account through Coefficient and import from the Engagements object. Filter specifically for email opens to focus your dataset on open activity rather than all engagement types.
Step 2. Configure association handling to include contact owner fields.
Use Coefficient’s association settings to pull the related contact records, specifically including the “HubSpot Owner” field. This automatically maps email engagement metrics to the assigned contact owner without manual lookup formulas.
Step 3. Set up open rate calculations by contact owner.
Configure the import to calculate open rates by grouping email sends and opens by contact owner. Use Formula Auto Fill Down to automatically calculate open rate percentages when new data is added during scheduled refreshes.
Step 4. Enable dynamic filtering and scheduling.
Set up dynamic filtering that references spreadsheet cells, allowing you to adjust date ranges or specific campaigns without recreating the import. Schedule automatic refreshes to keep your HubSpot data current.
Track email performance by sales rep automatically
The result is a comprehensive email open rate report that includes complete contact owner information, updating automatically and eliminating manual data consolidation work. Get started with automated email performance tracking today.
