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“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 export system treats deals and contacts as separate entities, losing the crucial relationship context that makes the data actionable for sales analysis, reporting, and decision-making.
Here’s how to create truly unified data views that maintain relational integrity between your deals and customers.
Build relationship-aware unified exports using Coefficient
Coefficient eliminates the fragmentation problem by connecting to HubSpot once and pulling related deals and contacts with their associations intact, creating a unified dataset from the start.
How to make it work
Step 1. Configure single-source data integration.
Import deals as the primary object, then configure association handling to include related contact data automatically. Choose display format with “Primary Association” for main contact or “Row Expanded” for all associated contacts per deal.
Step 2. Set up comprehensive field mapping.
Include fields from both objects in a single view: deal information like pipeline, stage, amount, and close date; contact details including name, email, company, and lifecycle stage; plus relationship data showing association type and primary contact designation.
Step 3. Create advanced unified dashboard views.
Build master dashboards that combine deal progression with contact engagement history, sales pipeline analysis with lead source attribution, and revenue forecasting with contact lifecycle metrics for complete business visibility.
Step 4. Maintain automated data currency.
Schedule regular refresh to ensure your unified view stays current as deals progress and contact information updates in HubSpot . Export the complete dataset to any format needed while maintaining all relationship data.
Get the complete relationship-rich data view you need
This approach provides the comprehensive, relationship-rich data view that’s essential for effective CRM analysis but impossible with HubSpot’s fragmented native exports. Start creating unified CRM exports today.
