How to export related CRM objects together when system exports them separately

using Coefficient excel Add-in (500k+ users)

Export related HubSpot CRM objects together with full association awareness, eliminating the separation that occurs with standard system exports.

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HubSpot treats each object type like deals, contacts, companies, and tickets as independent entities during export, losing the association data that links related objects and the relationship context crucial for analysis.

Here’s how to export related CRM objects together while maintaining all their associations and relationship data.

Access integrated object exports with full association awareness using Coefficient

Coefficient fundamentally changes how you access related CRM objects by connecting directly to HubSpot’s API with full association awareness, eliminating the separation that occurs with standard system exports.

How to make it work

Step 1. Configure association-aware data retrieval.

Set up imports that automatically include related object data: deals with associated contacts, companies, and custom objects; contacts with related deals, companies, and engagement history; companies with associated deals, contacts, and tickets; and custom objects with their complete relationship network.

Step 2. Choose flexible association display options.

Select from display formats including “Primary Association” to show the main related record for each object, “Comma Separated” to list all related records in a single cell, or “Row Expanded” to create separate rows for each relationship for detailed analysis.

Step 3. Map multi-level relationship chains.

Access complex relationship chains like Contact → Company → Deals → Line Items, Deal → Contact → Company → Tickets, and Company → Contacts → Deals → Custom Objects to understand complete business relationships from HubSpot .

Step 4. Build unified analysis capabilities.

Create reports that span multiple object types including customer journey analysis across contacts, deals, and support tickets; account-based views combining company, contact, and deal data; and pipeline analysis with customer engagement and support context.

Get complete relationship context for meaningful CRM analysis

This integrated approach provides the complete relationship context that’s essential for meaningful CRM analysis but impossible with separated system exports, enabling comprehensive business insights. Start building integrated CRM exports today.

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