)
Written by
Table of Contents
“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 native reporting can’t show you association label information or filter deals based on how many companies they’re connected to, making it nearly impossible to spot problematic relationships.
You’ll learn how to export association data with labels and set up filters to automatically identify deals that need attention.
Export association data with complete label visibility using Coefficient
Coefficient gives you the association label data that HubSpot’s interface hides. You can see which associations are marked as “Primary,” “Secondary,” or have missing labels entirely, then filter this data to find exactly the deals that need cleanup.
How to make it work
Step 1. Configure your import for association visibility.
Import your deals object with company associations set to “Row Expanded” display. This creates separate rows for each company association and includes the label information (Primary, Secondary, or custom labels) that HubSpot normally keeps hidden. Each row shows the deal ID, company ID, and association metadata.
Step 2. Apply filters to identify problematic deals.
Set up multiple filters to find deals with more than one company association using deal ID counts. Then filter for associations where the label doesn’t equal “Primary” or where the label field is completely empty. You can also filter by specific date ranges if you know when duplicate associations were created.
Step 3. Create analysis formulas for deeper insights.
Use formulas in adjacent columns to count total associations per deal, flag deals missing primary labels, and identify the most recent association (which is likely the intended primary). This gives you a clear picture of which deals need immediate attention and which associations should probably be removed.
Step 4. Set up automated monitoring.
Configure scheduled imports with email alerts to notify you when new deals with multiple associations are detected. This prevents the problem from growing and lets you catch association issues as they happen rather than discovering them weeks later.
Step 5. Build your cleanup action plan.
Export the filtered results to create a prioritized list of deals that need association cleanup. Include the deal IDs, company IDs, and association types so you can take targeted action on the relationships that actually need to be removed or relabeled.
Get complete visibility into your deal associations
This approach reveals association problems that HubSpot’s standard interface simply can’t display, enabling data-driven cleanup decisions instead of manual guesswork. Start analyzing your deal associations today.
