)
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.”
HubSpot can’t automatically transform state names during contact imports, forcing you to manually preprocess data every time you upload contacts. This becomes a recurring bottleneck when you’re importing weekly contact lists from multiple sources.
Here’s how to set up automated state formatting that runs without manual intervention.
Set up automated state formatting using Coefficient
CoefficientHubSpotHubSpotprovides comprehensive automation for state abbreviation formatting through scheduled workflows and reusable templates. Set up the automation once, then let it handle all future contact uploads toor.
How to make it work
Step 1. Set up scheduled data imports.
Configure Coefficient to automatically pull contact data from your publishing partners or data sources on a schedule (daily, weekly, or monthly). This eliminates the need to manually download and process contact files.
Step 2. Create automated state conversion formulas.
Build lookup tables with all 50 states plus territories, then apply VLOOKUP formulas that automatically convert full state names to abbreviations. Include variations like “Calif” → “CA” and “N.Y.” → “NY” to handle inconsistent formatting from different sources.
Step 3. Configure Formula Auto Fill Down.
Enable Coefficient’s Formula Auto Fill Down feature so your conversion formulas automatically apply to new contact rows when data refreshes. This ensures every new contact gets proper state formatting without manual intervention.
Step 4. Schedule automated exports to HubSpot.
Set up Coefficient to automatically export cleaned contact data to HubSpot after state formatting is complete. Use conditional exports to only upload contacts that pass validation rules, preventing import errors.
Step 5. Set up monitoring and alerts.
Configure Slack or email alerts to notify you when formatting issues are detected or when automated uploads complete. This lets you monitor the process without daily manual checking.
Eliminate manual intervention
AutomateThis automation transforms state abbreviation formatting from a recurring manual task into a set-and-forget process. Weekly contact uploads become fully automated while maintaining consistent data quality across all sources.your contact formatting with Coefficient.
