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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.”
You can bulk associate existing HubSpot deals with contacts using email matching through spreadsheet-based workflows. This approach handles thousands of associations simultaneously, something that would take hours through HubSpot’s native interface.
Here’s how to set up automated email matching and execute bulk associations with complete validation and audit trails.
Build email matching logic with spreadsheet formulas using Coefficient
Coefficient transforms bulk deal association from a manual nightmare into an automated process. You can import all your HubSpot data, create sophisticated matching logic, and push associations back to HubSpot in batches.
How to make it work
Step 1. Import your HubSpot deals and contacts data.
Connect to HubSpot through Coefficient and import all deals with their email properties. Then import all contacts with their email addresses. Use the “Row Expanded” display option to see any existing associations and avoid duplicating work.
Step 2. Create email matching formulas in your spreadsheet.
Build VLOOKUP or INDEX-MATCH formulas to match deal email properties with contact emails. For example: `=VLOOKUP(B2,Contacts!A:B,2,FALSE)` where B2 contains the deal’s email field. Add a validation column using `=IF(ISERROR(C2),”NO_MATCH”,”MATCH_FOUND”)` to flag successful matches.
Step 3. Set up automated formula application.
Use Coefficient’s Formula Auto Fill Down feature to automatically apply your matching formulas when new data imports. This ensures any new deals get processed through your matching logic without manual intervention.
Step 4. Configure conditional bulk export to HubSpot.
Create an export mapping with Action: “Add Association” and Object Type: Deal to Contact. Map your Deal ID column to deal records and Contact ID column to matched contacts. Use conditional export to only associate deals where your validation column equals “MATCH_FOUND”.
Step 5. Schedule and monitor the association process.
Set up scheduled exports to run after data validation completes. Configure Slack alerts to notify you when associations finish processing. Keep a snapshot of all associations in your spreadsheet for audit purposes.
Scale your HubSpot data management
This spreadsheet-based approach handles complex matching logic and bulk operations that HubSpot’s native tools simply can’t manage. You get complete visibility into the association process plus the ability to preview everything before execution. Start building your automated association workflow today.
