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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 exports struggle with complex multi-object relationships, typically requiring separate exports for activities, contacts, deals, and tickets that you then have to manually join together.
Here’s how to create a unified dataset that includes all related CRM records in a single export.
Create unified activity datasets using Coefficient
Coefficient’s advanced association handling makes this a streamlined single-step process. Instead of managing multiple exports and complex lookups, you get comprehensive activity data with full relationship context in one import from HubSpot .
How to make it work
Step 1. Set up Activities import with comprehensive field selection.
Create an Activities import in HubSpot and select your desired activity fields including both standard properties (date, type, subject) and any custom activity fields you’ve configured.
Step 2. Add associated contact fields using bracket notation.
Include contact information by selecting fields like “First Name (Associated Contact),” “Email (Associated Contact),” and “Lifecycle Stage (Associated Contact)” to pull relevant contact data for each activity.
Step 3. Include deal associations.
Add deal-related fields such as “Deal Name (Associated Deal),” “Deal Stage (Associated Deal),” and “Deal Amount (Associated Deal)” to capture the deal context for each activity.
Step 4. Add ticket associations.
Include ticket information with fields like “Ticket Subject (Associated Ticket),” “Ticket Status (Associated Ticket),” and “Ticket Priority (Associated Ticket)” for complete support context.
Step 5. Choose your association display format.
Select how you want multiple associations displayed. “Row Expanded” creates separate rows for each association, “Comma Separated” lists multiple values in single cells, and “Primary Association” shows the main related record.
Step 6. Apply filters and schedule updates.
Add any necessary filters for date ranges, activity types, or association criteria. Set up automated refreshes to keep your unified dataset current with new activities and updated relationship data.
Get complete activity context in one report
This unified approach eliminates complex data matching and provides immediate access to comprehensive activity insights with full CRM relationship context in a single, analyzable dataset. Build your unified activity report today.
