Orphaned HubSpot deals without company associations create reporting gaps and missed insights. You can retroactively link these deals using domain matching from email addresses, website URLs, or Apollo enrichment data to establish proper HubSpot relationships.
This method processes thousands of associations simultaneously while providing data validation that HubSpot’s native tools lack.
Extract domains and match deals to companies using Coefficient
Coefficient provides the perfect environment for complex domain matching operations. You can import all your HubSpot data, build sophisticated matching logic, and execute bulk associations with complete audit trails.
How to make it work
Step 1. Import orphaned deals and company data.
Use Coefficient to import all HubSpot deals without company associations (filter for deals where company = empty). Also import all HubSpot companies with their domain properties, plus any Apollo data if available for cross-referencing.
Step 2. Extract domains from deal properties.
Create formulas to extract domains from email addresses in deal properties: `=REGEXEXTRACT(B2,”@(.+)$”)` where B2 contains the email field. For website URLs, use `=REGEXEXTRACT(C2,”https?://(?:www\.)?([^/]+)”)` to get clean domain names.
Step 3. Build domain matching lookup tables.
Create a master domain lookup combining HubSpot company domains and Apollo data. Use XLOOKUP formulas like `=XLOOKUP(D2,Companies!Domain:Domain,Companies!CompanyID:CompanyID,”No Match”)` to match extracted domains with company IDs.
Step 4. Handle edge cases and multiple domains.
Build logic for companies with multiple domains using FILTER functions. Create confidence scores for matches: exact domain = 100%, subdomain = 80%, similar company name = 60%. Only associate matches above your confidence threshold.
Step 5. Execute bulk associations with validation.
Configure Coefficient export with Action: “Add Association” and Object: Deal to Company. Map Deal ID and matched Company ID columns. Use conditional export to only process high-confidence matches, then schedule regular imports to catch newly created orphaned deals.
Transform your HubSpot data quality
Domain-based association handles complex matching scenarios impossible through HubSpot’s interface while maintaining complete visibility into the process. You get thousands of proper associations plus ongoing monitoring for new orphaned deals. Start connecting your orphaned deals to companies today.