Building custom properties in HubSpot to link sequences and campaigns requires complex workflow automation and still faces constraints in native reporting. There’s a more elegant solution that bypasses these limitations entirely while providing superior analytical capabilities.
Here’s why custom properties have limitations and how you can get better results with a different approach.
Skip custom properties and use direct data linking with Coefficient
Custom properties require manual workflow configuration for each sequence-campaign combination and can’t capture all engagement metrics. Coefficient offers direct data linking without custom properties, avoiding maintenance overhead while preserving data granularity that custom properties would aggregate away.
How to make it work
Step 1. Import data with existing associations.
Import sequence and campaign data from HubSpot with existing associations intact. Use spreadsheet formulas to create dynamic linkages without the setup overhead of custom property workflows.
Step 2. Create enhanced dashboard components.
Build dynamic lookup tables linking sequences to campaigns, create calculated fields showing multi-touch attribution, set up real-time performance metrics that update automatically, and implement historical tracking without property value limitations.
Step 3. Leverage advantages over custom properties.
Skip workflow creation and testing entirely, track unlimited metrics without property constraints, access historical data without waiting for properties to populate, and build complex attribution models impossible with static properties.
Step 4. Implement flexible data architecture.
Import all sequence engagement data with full detail, create virtual relationships using contact campaign associations from HubSpot , build dashboard-compatible reports without platform constraints, and maintain data flexibility for ad-hoc analysis.
Step 5. Consider a hybrid approach if needed.
Analyze sequence-campaign relationships in spreadsheets first, calculate optimal property values based on data analysis, export insights back to HubSpot as custom property updates if desired, and maintain your source of truth in Coefficient while enhancing HubSpot data.
Get more powerful reporting without custom property complexity
This solution provides more powerful sequence-campaign filtering and cross-object reporting capabilities than custom properties alone could achieve, while avoiding workflow complexity and limitations. Start building your flexible sequence-campaign reports today.