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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 blocks access to reporting tools that normally enable engagement history extraction, leaving users with limited alternatives for comprehensive customer interaction analysis. Custom reports and activity reporting require paid subscriptions that many users can’t access.
Here’s the most comprehensive alternative that provides direct access to engagement data through API connections, bypassing reporting tool restrictions entirely.
Access complete engagement history without reporting tools using Coefficient
CoefficientHubSpotoffers the most comprehensive reporting alternative by providing direct access to engagement data from. It bypasses reporting infrastructure limitations while enabling more sophisticated analysis than native reports.
How to make it work
Step 1. Import complete engagement history including all activity types.
HubSpotConnect toand import engagement objects including calls, emails, notes, meetings, and tasks. Also capture relevant property history for system-generated events like deal stage changes and lifecycle progressions.
Step 2. Create custom engagement analysis in spreadsheets.
Build sophisticated engagement analysis that exceeds HubSpot’s native reporting capabilities. Calculate engagement frequency, response rates, activity trends, and custom metrics using spreadsheet formulas and pivot tables.
Step 3. Set up automated historical data preservation.
Schedule regular snapshots of engagement history to create permanent records for long-term analysis. This provides historical data preservation that reporting tools often lack, especially on free tiers.
Step 4. Build custom metrics and trend analysis.
Calculate engagement scores, activity ratios, and performance metrics that aren’t available in HubSpot’s reporting features. Use spreadsheet charts and analysis tools to visualize engagement patterns over time.
Build better analysis than native reporting
Start buildingStop letting reporting tool restrictions limit your engagement analysis capabilities. Direct data access enables custom metrics and sophisticated analysis that often exceeds paid reporting features.your custom engagement analysis today.
