)
Written by
Table of Contents
“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.”
Custom field mapping between Google Sheets columns and CRM list properties often requires complex configuration in general automation tools, with limited understanding of CRM-specific field types, validation rules, and data relationships.
Here’s how to get intelligent field mapping that understands your CRM structure and handles complex data transformations automatically.
Master intelligent field mapping using Coefficient
Coefficient excels at custom field mapping through native CRM integration architecture that understands CRM-specific field types and handles data transformation automatically during the mapping process.
How to make it work
Step 1. Enable automatic field mapping for imported data.
When data originates from Coefficient imports, field mapping is handled automatically based on the original CRM field structure. This eliminates manual configuration errors and ensures data consistency between your Google Sheets and CRM.
Step 2. Use the visual mapping interface for external data.
For data not imported through Coefficient, use the intuitive mapping interface that shows available HubSpot fields with their types and requirements. This makes complex mappings straightforward even for custom fields and specialized data types.
Step 3. Configure CRM-aware field transformations.
Coefficient understands CRM-specific field types like picklists, multi-select options, and date formats, handling data transformation automatically during mapping. Your Google Sheets data gets properly formatted for CRM requirements without manual conversion.
Step 4. Set up list property specialization.
For CRM list automation, configure mapping that understands list-specific properties and membership requirements. Coefficient ensures mapped data meets list criteria and handles list membership logic intelligently.
Step 5. Handle dynamic field support.
Custom fields created in your CRM are automatically available in Coefficient’s mapping interface, supporting evolving CRM schemas without reconfiguration. Your field mapping adapts as your CRM structure grows.
Step 6. Implement validation integration.
Enable built-in validation that prevents common mapping errors like format mismatches, required field omissions, and invalid picklist values. Data gets validated before transfer, preventing CRM errors and failed imports.
Step 7. Configure association mapping for complex relationships.
Use advanced mapping capabilities that include CRM object associations, linking contacts to companies or deals to contacts through Coefficient’s Association Management features. This handles complex data relationships that simple field mapping can’t address.
Map with confidence, not complexity
This specialized approach to field mapping eliminates the trial-and-error process common with generic automation tools, providing reliable data transfer that respects CRM data integrity requirements. Your mapping works the first time and adapts as your CRM evolves. Start mapping your data with intelligent CRM integration.
