Coefficient's integration with HubSpot stands as one of our most coveted connectors. Through this seamless integration, users can effortlessly import their HubSpot insights, opening up avenues for comprehensive analysis and informed decision-making.
Import from Objects and Fields
Schedule your Import, Snapshots, and Add Automations
Connecting to HubSpot
When you begin a HubSpot import for the first time, you will be prompted to Connect/Authorize Coefficient to your HubSpot instance
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1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to HubSpot. |
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4. Click “Authorize” to connect Coefficient to your HubSpot instance. |
5. You will be taken to a new screen to select your HubSpot account. After choosing your account, it will authenticate and connect HubSpot as a data source for Coefficient. You can now start creating Coefficient imports from HubSpot. 😎 |
Import from Objects and Fields
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1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “HubSpot” from the list. |
3. Select “From Objects & Fields”. |
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4. Select the object you would like to import data from. |
5. Click “Select Fields” and choose the fields you need from the list. |
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6. Select the fields you want to include in your import (a checkmark will appear when selected), then click “Done Selecting Fields”. |
7. You can apply multiple filters (up to 25) to your import using either And/Or logic. Since the HubSpot API doesn't support OR filters within a single filter group, you must use the "Add grouping" option to apply OR logic. (Example: Lifecycle Stages is “Lead” OR Last Contacted “is not empty”) |
8. Congratulations on your first import with HubSpot with Objects and Fields! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into Sheets/Excel using Coefficient, you can set up the following:
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FAQs for HubSpot Integration
How do I import a HubSpot Report into Sheets/Excel using Coefficient?
HubSpot reporting does not allow users to export their reports directly from their UI. The user must first request the report, and then an access link is emailed to them. This link is not accessible to Coefficient, so HubSpot Reports are not supported due to this limitation.
How do I delete my HubSpot connection to Coefficient?
You can delete your HubSpot data source connection to Coefficient by following these steps:
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1. Launch the Coefficient sidebar (Google Sheets or Excel). Click on the Menu in the top right corner (triple stack icon). |
2. Select Connected Sources from the options listed. |
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3. A list of all your current connections will appear. Hover over the HubSpot option, and three vertical dots will appear. Click on the dots to reveal additional options. Select the option to "Delete Connection." |
4. A warning message will appear. Check the “Got it, please proceed” box and click “Delete” to proceed. |
For more information on Managing your Data Source Connections with Coefficient, click here.
🚨NOTE: Deleting the Data Connection will also delete the connection between your imports and that data source. This will result in your imports breaking/no longer refreshing. This action cannot be undone. 🚨
How can I uninstall Coefficient from a HubSpot Account?
To uninstall Coefficient from your HubSpot account, follow these steps:
1. Log into your HubSpot account
2. Click on Data Management (icon in the right sidebar)
3. Navigate to Integrations
4. Find Coefficient under Integrations/Connected Apps and click the Actions (dropdown).
5. Select Uninstall from the options.
How many filters can I add to my HubSpot import?
The HubSpot integration allows up to 10 filters per group, with a maximum of 5 filter groups for a total of 25 filters.
How many rows can I import from HubSpot?
The "Limit import to" option in the sidebar has a minimum setting of 50,000 rows, but there's no maximum limit on the number of rows you can retrieve from HubSpot. However, please note that larger imports may take longer to load, depending on the volume of records being fetched.
Is it possible to import archived users from HubSpot using Coefficient?
Yes, archived users can be imported. However, if the users have been deleted in HubSpot, they will not be included in the import.
I am trying to import data from the Engagement objects (calls, emails, meetings, etc.) but I keep getting an error message about “Insufficient Permissions” - What should I do?
Please try the following steps to resolve this issue:
- Confirm with your HubSpot administrator if you have the “E-commerce” permission assigned to your account. If not, request these permissions from the HubSpot Admin.
- If the first step was not successful, ask your HubSpot admin to grant your HubSpot account temporary Super Admin access. Once granted, log in to Coefficient, “Reauthorize” your current data source connection, and try to create an import from the Engagements object. Once successful, you can then remove the Super Admin access in HubSpot.
What HubSpot objects and associations are not supported in this integration?
Marketing Events, Marketing Emails, and Deal Splits are currently not supported. However, Associations are dynamic, so any supported objects a user can access will automatically appear in the associations.
Can I pull multiple records for associations? (Example: I want to pull all the deals for a specific company).
Coefficient supports pulling multiple records for associations. For example, if you select the Deals property and the Company Name field for import, you will be given three options for how your data will be displayed: Primary Association, Comma Separated, or Row Expanded.
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Primary Association: This will prioritize the primary association among the various associations.
Comma Separated: This will combine all the values into a single cell in a comma-separated format.
Row Expanded: This will ensure each record has its own row in the import, which may result in duplicated names. For example, if a company has multiple deals, its name might appear in multiple rows, reflecting the number of deals they have in HubSpot. |
My HubSpot import contains hyperlinked URLs for my Object IDs. How can I remove the hyperlinks so they will not interfere with my formulas?
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Coefficient's HubSpot integration defaults to hyperlinked Object IDs by default. If you want to disable this for your import, select the import you wish to edit, scroll down to the Advanced Settings at the bottom, and uncheck the box for this feature. Then, run/refresh your import again to apply this update.
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