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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.”
HubSpot deals without company associations create reporting gaps and missed relationship insights. You can backfill these associations using Apollo’s rich domain data combined with sophisticated matching logic that handles exact domains, subdomains, and company name similarities for comprehensive HubSpot relationship building.
This approach processes thousands of associations while providing confidence scoring that native HubSpot tools lack.
Bridge Apollo domain data with HubSpot associations using Coefficient
Coefficient provides the perfect integration layer between Apollo’s enrichment data and HubSpot’s association requirements. You can combine multiple data sources, apply complex matching logic, and execute bulk associations with complete validation.
How to make it work
Step 1. Set up comprehensive data integration.
Import HubSpot deals lacking company associations (filter where company = empty). Import Apollo enrichment data with website domains and import all HubSpot companies with their domain properties. Create a master domain mapping table combining both sources.
Step 2. Build sophisticated domain matching logic.
Create exact match formulas: `=XLOOKUP(B2,Companies!Domain:Domain,Companies!ID:ID,””)`. Handle subdomains: `=XLOOKUP(“*”®EXEXTRACT(B2,”([^.]+\.[^.]+)$”),Companies!Domain:Domain,Companies!ID:ID,””,2)`. Add company name similarity matching for cases where domain matching fails.
Step 3. Implement confidence scoring for matches.
Create confidence scores: exact domain = 100%, root domain = 80%, company name similarity = 60%. Use nested IF statements to assign scores and only associate matches with confidence >= 70%. This prevents false associations while maximizing successful matches.
Step 4. Execute conditional bulk associations.
Configure Coefficient export with Action: “Add Association” and Object: Deal to Company. Use conditional logic to only process high-confidence matches. Schedule exports to process in batches of 1,000 to manage API limits and monitor success rates.
Step 5. Enhance with fresh Apollo data and create new companies.
For unmatched deals, cross-reference with fresh Apollo data pulls. Create new HubSpot companies where none exist using Apollo’s company name, domain, and enrichment data. Re-run the association process with newly created companies to maximize coverage.
Maximize your HubSpot relationship data
This comprehensive backfilling approach combines multiple data sources with intelligent matching logic to create associations impossible through native HubSpot tools. You get complete audit trails and ongoing monitoring for continuous improvement. Start backfilling your company associations today.
