HubSpot experiences significant performance degradation when contact objects contain extensive event data, with slower loading times and reduced reporting performance. Custom objects handle high-volume data better but create reporting complexity.
Here’s how to create a hybrid data architecture that maximizes performance while maintaining comprehensive reporting capabilities.
Optimize performance with hybrid data architecture and external reporting
Coefficient enables the optimal solution by letting you store high-volume user events in HubSpot custom objects for performance, while keeping contact records lean for sales activities, then creating unified reporting that combines both datasets.
How to make it work
Step 1. Store high-volume events in HubSpot custom objects.
Move user events, product interactions, and behavioral data to custom objects where they won’t impact contact record performance. Keep contact records focused on sales-critical information like lead source, deal stage, and communication history.
Step 2. Pull large datasets without HubSpot interface constraints.
Use Coefficient’s import capabilities to extract millions of user events from custom objects and combine them with contact data in spreadsheets. This bypasses HubSpot ‘s interface limitations that slow down when handling large datasets.
Step 3. Perform complex analysis without impacting HubSpot performance.
Create comprehensive reports that analyze user behavior alongside CRM data using spreadsheet functions. Calculate customer lifetime value, cohort analysis, and conversion funnels without degrading your HubSpot instance performance.
Step 4. Use advanced filtering to manage processing time.
Apply Coefficient’s filtering capabilities to focus on specific data subsets when working with millions of records. Filter by date ranges, user segments, or event types to keep analysis manageable while maintaining access to the full dataset.
Step 5. Keep analysis current with scheduled imports.
Set up automated data refreshes so your behavioral analysis stays up-to-date without manual intervention. This ensures you always have fresh insights while maintaining optimal HubSpot performance.
Get comprehensive insights without sacrificing CRM performance
This architecture provides the best of both worlds: optimized HubSpot performance for daily operations and unlimited analytical capabilities for deep insights. Build your performance-optimized data architecture today.