Section header image mobile

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.

Menu_Icon.png

2. Select “Connected Sources”. 

Screenshot 2023-10-10 at 5.18.29 AM.png

3. Select “Add Connection” at the bottom and then “Connect” to HubSpot.

Screenshot 2024-06-22 at 6.28.04 AM.png

4. Click “Authorize” to connect Coefficient to your HubSpot instance.

4.png

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. 😎

5.png

Import from Objects and Fields

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

ImportFrom.png

2. Select “HubSpot” from the list.

2.png

3. Select “From Objects & Fields”.

3.png

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

Screenshot 2024-06-25 at 5.51.14 AM.png

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

Screenshot 2024-06-22 at 6.46.49 AM.png

6. Select the fields you want to include in your import (a checkmark will appear when selected), then click “Done Selecting Fields”.

Screenshot 2024-06-26 at 3.09.32 AM.png

7. 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 must “Add grouping”. (Example: Lifecycle Stages is “Lead” OR Last Contacted “is not empty”)

Screenshot 2023-08-30 at 7.29.52 PM.png

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/Excel using Coefficient, you can set up the following:

1. Schedule your Importa.png

2. Turn on Snapshotsb.png

3. Set Up Automations

c.png

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; 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 this is not ideal, and we always check 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!

How many rows can I import from HubSpot? 

The "Limit import to" option in the sidebar is set to a minimum of 50,000 rows, but there is no maximum limit on the number of rows you can pull from HubSpot. This applies as long as you do not use any sort options and include only two filters in your import. Please keep in mind that larger imports may take longer to load, depending on the number of records being pulled.

ℹ️ NOTE: If you add a sort or more than 2 filters to your import, the row limit will drop to 10,000 rows (see the warning on the right). This continues to be a HubSpot API limitation. Removing the filter(s)/sort(s) will alleviate this row limitation on your Coefficient/HubSpot import. 

 

 

image (57).png

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:

  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.

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.

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.

Screenshot 2024-06-27 at 7.29.41 AM.png

 

 

Was this article helpful? 0 out of 0 found this helpful