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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’sMoving deals between pipelines in bulk while keeping stage mapping intact is tricky becausenative bulk edit only updates the pipeline field but ignores stage relationships.
Here’s how to handle complex stage mapping that maintains your sales process integrity during bulk migrations.
Bulk move deals with intelligent stage mapping using Coefficient
CoefficientHubSpotsolves this by letting you export deal data, apply mapping logic in your spreadsheet, then push updates back towith both pipeline and stage fields updated simultaneously. This prevents deals from landing in mismatched stages that break your automation workflows.
How to make it work
Step 1. Export your current deal data with all relevant fields.
Connect Coefficient to HubSpot and import deals from your source pipeline. Include Deal ID, Pipeline, Deal Stage, Owner, and any custom properties you need. Apply filters to target specific deals by owner, date range, or other criteria to create your working dataset.
Step 2. Build your stage mapping logic in the spreadsheet.
Create a mapping table that correlates old pipeline stages to new pipeline stages. Use VLOOKUP or INDEX/MATCH formulas to automatically assign the correct new stage based on the current stage. For example: =VLOOKUP(Current_Stage,Stage_Mapping_Table,2,FALSE) ensures deals maintain their position in the sales process.
Step 3. Update both pipeline and stage fields simultaneously.
Modify the Pipeline and Deal Stage columns in your spreadsheet using your mapping logic. Then use Coefficient’s UPDATE export action to push these changes back to HubSpot in one operation. This maintains the stage-pipeline relationship and triggers proper automation enrollment.
Step 4. Test and validate your migration.
Start with small batches to verify your mapping logic works correctly. Check that deals land in the right stages and automation workflows trigger as expected. Use the spreadsheet history as an audit trail and rollback option if needed.
Start your bulk deal migration today
Try CoefficientThis approach handles complex stage mapping that HubSpot’s bulk edit simply can’t perform, while providing audit trails and batch processing capabilities.to streamline your next pipeline migration.
