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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 free version restricts timeline event exports to paid reporting features, creating a significant gap for users needing comprehensive customer interaction history. The timeline contains valuable engagement data that’s difficult to extract manually.
Here’s how to access complete timeline data including notes, calls, emails, meetings, and system events through API connections that bypass free tier UI limitations.
Access complete timeline data using Coefficient
CoefficientHubSpotbridges the gap by accessing timeline data through API connections from. This bypasses the free tier’s UI limitations while providing more granular control than paid timeline exports.
How to make it work
Step 1. Import engagement activities and system events.
HubSpotConnect toand import engagement objects including notes, calls, emails, meetings, and tasks. Also pull relevant property history to capture system events like deal stage changes and lifecycle progressions.
Step 2. Use contact associations to rebuild complete timeline views.
Import contact data alongside engagement activities. Use spreadsheet functions like VLOOKUP to link timeline events to specific contacts, recreating the timeline view in organized spreadsheet format.
Step 3. Sort by timestamp to maintain chronological timeline sequence.
Organize your timeline data chronologically using timestamp fields. This preserves the natural flow of customer interactions and makes it easy to follow engagement progression over time.
Step 4. Separate event types into organized columns for analysis.
Create separate columns for different timeline events: notes, calls, property changes, and system activities. This enables focused analysis of specific interaction types while maintaining the complete timeline context.
Unlock your complete customer timeline
Access your timelineDon’t let HubSpot’s free tier restrictions limit access to valuable timeline data. Extract complete customer interaction histories with proper timestamps and associations for analysis or migration.data today.
