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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.

Connecting to HubSpot

Import from Objects and Fields

Schedule your Import, Snapshots, and Add Automations

FAQs for HubSpot Integration

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

1. Open the Coefficient Sidebar and click the Menu.

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2. Select “Connected Sources”. 

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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.

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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. 😎

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Import from Objects and Fields

1. Open the Coefficient Sidebar and click on the “Import from…” button.

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2. Select “HubSpot” from the list.

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3. Select “From Objects & Fields”.

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4. Select the object you would like to import data from.

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5. Click “Select Fields” and choose the fields you need from the list.

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6. Select the fields you would like to include in your import (they will be blue when selected), then click “Done Selecting Fields”.

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7. You can add multiple filters (3-max) to your import with either AND/OR logic. The HubSpot API does not support OR filters within a single filter group so you will need to “Add grouping”. (Example: Lifecycle Stages is “Lead” OR Last Contacted “is not empty”)

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8. Congratulations on your first import with HubSpot with Objects and Fields! 🎉8.png

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into Sheets using Coefficient, you can set up the following:

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2. Turn on Snapshotsb.png

3. Set Up Automations

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FAQs for HubSpot Integration

How do I import a HubSpot Report into Sheets using Coefficient? 

HubSpot reporting does not allow users to export their reports directly from their UI. The user must first request the report, then an access link is emailed to them for the report. This link is not accessible to Coefficient, so HubSpot Reports are not supported due to this limitation.

How do I add more than 3 filters to my HubSpot import? 

The HubSpot API limits the number of filters with Coefficient imports to 3 (maximum). We realize that this is not ideal, and are always checking our integrations for updates in their APIs. If this changes in the future we will let you know! 

Can I do cross-object imports with HubSpot using Coefficient?

Cross-object imports are not supported at this time, due to limitations with the HubSpot API. If this changes in the future we will let you know!

Are there any import limitations with HubSpot in Coefficient?

Due to limitations with the HubSpot API, there is a 10,000-row import limitation with Coefficient.  (Contact Lists are an exception.)

What HubSpot object associations do you currently support?

Currently, we only support whitelisted object and field(s) associations namely the following:

  • Deals - Associated Company, Associated Contact
  • Tickets - Associated Company
  • Line_items - Associated Deal
  • Calls - Associated Company, Associated Contact, Associated Deal, Associated Ticket
  • Emails - Associated Company, Associated Contact, Associated Deal, Associated Ticket
  • Meetings - Associated Company, Associated Contact, Associated Deal, Associated Ticket
  • Notes - Associated Company, Associated Contact, Associated Deal, Associated Ticket
  • Tasks - Associated Company, Associated Contact, Associated Deal, Associated Ticket

ℹ️ Note: Associated fields for custom objects are currently not supported. Please reach out to support@coefficient.io if you have additional questions. 

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:

  1. 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. 
  2. 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.

 

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