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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.”
HubSpotPhone, company, and website fields fail to populate becausehas specific formatting requirements that Excel imports often don’t meet – phone numbers need consistent formatting, companies must match existing records, and websites require proper URL protocols.
Here’s how to address each field type with targeted solutions that ensure proper population every time.
Address specific field challenges with targeted solutions
Coefficientprovides specialized handling for phone, company, and website fields through data formatting capabilities, association management, and validation controls that address each field’s unique requirements.
How to make it work
Step 1. Connect to HubSpot and import existing data structure.
HubSpotEstablish connection tothrough Coefficient and import current contact data to understand existing field structures and formatting patterns for phone, company, and website fields.
Step 2. Standardize phone number formatting in Excel.
Use Excel formulas to clean phone number data before export. Apply `=SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A2,”(“,””),”)”,””),” “,””)` to remove formatting characters, then use `=”+1-“&LEFT(B2,3)&”-“&MID(B2,4,3)&”-“&RIGHT(B2,4)` to create consistent formatting.
Step 3. Use Association Management for company fields.
Leverage Coefficient’s Association Management to link contacts with existing company records in HubSpot. This feature can also create new company records when needed, preventing blank company fields from unmatched data.
Step 4. Format website fields with proper protocols.
Add URL protocols to website data using Excel formulas like `=IF(LEFT(A2,4)=”http”,A2,”https://”&A2)` to ensure proper website field formatting. Validate domains using conditional formatting to catch formatting errors.
Step 5. Apply field-specific validation before export.
Create validation rules for each field type: phone numbers should contain only digits and formatting characters, company names should match existing records, and websites should include proper domain structures.
Step 6. Use conditional exports for validated data only.
Set up conditional exports that only process data meeting validation criteria. This ensures phone, company, and website fields only export when properly formatted and validated.
Step 7. Monitor results with email alerts.
Enable Coefficient’s email alerts to notify you of any export issues with these critical contact fields. This provides immediate feedback on field population success.
Ensure critical contact fields populate correctly
Start fixingPhone, company, and website fields are essential for complete contact records. With targeted formatting and validation solutions, you can ensure these fields populate correctly every time.your contact field issues today.
