How to create custom reports linking HubSpot sequences to campaigns when both are event data sources

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

Learn how to create custom reports linking HubSpot sequences to campaigns despite event data source limitations using spreadsheet workarounds.

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You can’t combine sequences and campaigns in a single HubSpot report because both are classified as event data sources, and the platform only allows one event data source per report.

Here’s how to work around this limitation and create the cross-object reports you need for tracking sequence performance by campaign.

Build sequence-campaign reports using Coefficient

The event data source restriction is a fundamental HubSpot architecture limitation, but Coefficient lets you bypass it entirely. You can import both data sets separately and link them through contact records, creating unified reports that HubSpot’s native tools simply can’t deliver.

How to make it work

Step 1. Import your sequence data.

Connect HubSpot to your spreadsheet and pull sequence enrollment data including contact IDs, sequence names, enrollment dates, opens, clicks, and replies. Set up automatic refreshes to keep this data current without manual updates.

Step 2. Import campaign association data.

Create a separate import for HubSpot campaign data including contact IDs, campaign names, and attribution details. This gives you the campaign context that sequences lack in native reporting.

Step 3. Link the data using contact IDs.

Use VLOOKUP or INDEX/MATCH formulas to connect sequence performance to campaign attribution on a contact-by-contact basis. Since both imports include contact IDs, you can create relationships that HubSpot’s reporting engine can’t handle.

Step 4. Build aggregate reports with pivot tables.

Create pivot tables to aggregate sequence data by campaign, tracking metrics like sequence reply rates by campaign, email engagement segmented by campaign source, and conversion rates from sequences attributed to specific campaigns.

Step 5. Create visual dashboards.

Build charts and graphs that update automatically with your refreshed data. This gives you the campaign attribution analysis that HubSpot’s native reporting builder simply cannot provide.

Start tracking sequence performance by campaign

This approach solves the immediate reporting challenge and provides more flexibility for custom calculations than HubSpot’s native tools. Get started with Coefficient to build the sequence-campaign reports you need.

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