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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.”
Zapier’s HubSpot integration doesn’t include meeting association options in its create association action, leaving you stuck when trying to link meetings to deals or contacts. This gap forces you to find alternative methods for managing these critical data relationships.
Here’s a reliable workaround that handles meeting associations more effectively than Zapier’s limited options.
Create meeting associations through spreadsheet automation using Coefficient
Coefficient provides comprehensive HubSpot object management that includes all the association options Zapier is missing. You can import meetings and deals from HubSpot , create association mapping in your spreadsheet, then export those relationships back to HubSpot automatically.
How to make it work
Step 1. Set up your data imports.
Connect Coefficient to HubSpot and import meetings using the object import feature (this supports all fields including meeting IDs). Also import deals with any custom properties containing meeting references, and apply filters to focus on unassociated meetings or specific date ranges.
Step 2. Create your association mapping sheet.
Build a mapping sheet with columns for Meeting ID and Deal ID. Use spreadsheet functions to match meetings to deals based on contact associations, custom properties containing meeting IDs, date/time proximity matching, or your specific business rules.
Step 3. Configure automated association exports.
Set up Coefficient’s export action to “Add Association” between meetings and deals. Map your Meeting ID and Deal ID columns to the appropriate fields, then schedule exports to run automatically every hour or daily. Use conditional logic to only create associations when both IDs are present.
Step 4. Build monitoring and maintenance systems.
Set up email or Slack alerts for association failures, create snapshot reports to track association success rates, and build a dashboard showing meetings without deal associations. This gives you visibility that traditional automation tools can’t provide.
Get better control than Zapier offers
This approach handles bulk associations efficiently, provides visual verification before pushing changes, and creates audit trails of all associations. You also avoid API call limitations and get more flexible matching logic using spreadsheet formulas. Start building your meeting association workflow today.
