How to export HubSpot sequence and campaign data for combined reporting analysis

Exporting HubSpot sequence and campaign data for combined analysis typically requires multiple manual exports and complex data manipulation. There’s a better way that streamlines this entire process with live data connections and automated imports into Google Sheets or Excel.

It’s exactly how you can eliminate manual exports and get continuous access to live data for sophisticated analysis that updates automatically.

Automate sequence and campaign data imports using Coefficient

Coefficient‘s 2-way sync between HubSoot and Google Sheets or Excel eliminates the need for traditional exports that require tons of clicks and repeats by creating automated data imports and live connections. You get continuous access to fresh data without the manual export hassle, plus advanced analysis capabilities that static exports can’t provide.

Here’s a quick walkthrough of how it works.

How to make it work

Step 1. Configure automated sequence imports.

Select all sequence fields including name, enrollment, replies, opens, and clicks from HubSpot. Include associated contact IDs and properties, apply date filters for relevant time periods, and enable automatic refresh (hourly or daily) to keep data current.

Step 2. Set up campaign data imports.

Import campaign associations with contact IDs, include first touch and last touch attribution, pull campaign influence data and revenue attribution, and set matching refresh schedules to ensure data synchronization.

Step 3. Combine data using advanced techniques.

Use XLOOKUP or INDEX/MATCH to join sequence and campaign data via contact IDs, create master tables that combine metrics from both sources, build calculated columns for cross-source metrics like sequence ROI by campaign, and implement data validation to ensure data integrity. Need help with your formulas? Leverage Coefficient’s AI Sheets Assistant.

Step 4. Build comprehensive analysis capabilities.

Create performance correlation analysis to identify which campaigns drive the best sequence engagement, build attribution modeling combining both touchpoints, perform segmentation analysis of sequence performance by campaign-driven segments, and identify trends in how different campaigns affect sequence outcomes.

Step 5. Enable flexible export and sharing options.

Keep data live in spreadsheets for collaborative analysis, schedule automated data pushes back to HubSpot or your data warehouse, create PDF reports for executive distribution, and build API connections for custom dashboard tools.

Get continuous live data without manual exports

This approach provides continuous access to live sequence and campaign data without manual export processes, enabling sophisticated analysis that updates automatically. Start building your automated data analysis system today with Coefficient.