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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.”
Automating user field sync between Salesforce and HubSpot with mismatched user identifiers requires a dynamic matching system that handles multiple identifier types and priority matching logic.
Here’s how to build a comprehensive automation strategy that scales with your team growth and eliminates manual sync maintenance.
Build automated sync workflows using Coefficient
Coefficient provides powerful automation capabilities for user field sync, even when user identifiers don’t match. You get dynamic matching systems with scheduled data flows that work without HubSpot workflow dependencies.
How to make it work
Step 1. Set up dynamic user matching system.
Import Salesforce users with all relevant identifiers (User ID, Email, Full Name, Username) and HubSpot owners with their identifiers (Owner ID, Email, Full Name). Build matching formulas that check multiple fields in priority order: Email → Full Name → Username.
Step 2. Configure scheduled data flows.
Schedule Salesforce user imports every hour to capture new users immediately. Set up daily HubSpot owner imports and configure Account/Contact imports from Salesforce with all user lookup fields. This ensures your data stays fresh automatically.
Step 3. Automate field translation and export.
Use Coefficient’s dynamic filtering to reference cells containing matched HubSpot Owner IDs. Create conditional export rules that only sync records with valid user matches, and schedule exports to run after each import refresh completes.
Step 4. Set up automated alerts and error prevention.
Configure Slack/Email alerts when new users are detected without matches. Create a “User Sync Dashboard” tab showing match rates and potential issues, with Coefficient’s alert system notifying admins when match rate drops below threshold.
Scale your user sync without manual updates
This automated approach scales seamlessly as your team grows and eliminates the need for manual workflow updates in HubSpot. Start building your automated user field sync system today.
