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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 native email reporting only provides basic metrics in isolation and often exports as PDFs, making it nearly impossible to combine email engagement data with comprehensive contact information in a single actionable report.
Here’s how to create unified email performance exports that automatically combine engagement metrics with complete contact details in one spreadsheet.
Create unified email performance reports using Coefficient
Coefficient eliminates the fragmentation between email metrics and contact data by enabling you to pull both datasets together automatically. Instead of working with separate exports that require manual matching, you get a single comprehensive report that updates on its own.
How to make it work
Step 1. Connect to HubSpot and import email engagement data.
Open Coefficient’s sidebar and connect to your HubSpot account. Import email engagement data from the Engagements object, selecting metrics like opens, clicks, bounces, and send dates. This gives you the performance foundation for your report.
Step 2. Configure association handling to pull related contact records.
Use Coefficient’s association settings to automatically pull related contact records with fields like first name, last name, company, phone number, and contact owner. Set the display to “Row Expanded” mode to create comprehensive rows that combine email metrics with full contact profiles.
Step 3. Apply filters to focus your data.
Add up to 25 filters to focus on specific email campaigns, date ranges, or engagement thresholds. You can filter by campaign type, contact owner, or minimum engagement levels to get exactly the data you need.
Step 4. Schedule automatic refreshes.
Set up hourly, daily, or weekly refreshes to maintain current data without manual intervention. Your unified report stays up-to-date automatically, eliminating the need to recreate exports every time you need fresh data.
Get actionable email insights with complete contact context
This approach transforms fragmented data exports into a single, comprehensive email performance report with complete contact details. Start building your unified email reports today.
