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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.”
Excel validation rules can’t catch HubSpot-specific errors like invalid picklist values or field dependencies. You need validation that actually knows what HubSpot will accept.
Here’s how to validate data against HubSpot’s live requirements instead of static rules that miss critical import errors.
Get real-time API validation that catches HubSpot import errors using Coefficient
CoefficientHubSpot’svalidates data againstcurrent API requirements, catching issues that static Excel validation rules miss. This includes invalid picklist values, field dependencies, and permission-based restrictions.
How to make it work
Step 1. Set up Coefficient’s HubSpot integration for live validation.
Connect to your HubSpot account to access real-time API requirements. This gives Coefficient the ability to validate against your current HubSpot configuration, not generic rules.
Step 2. Enable dynamic picklist validation.
Instead of Excel dropdown lists that become outdated, Coefficient pulls live picklist values from HubSpot. When you add or change picklist options in HubSpot, validation rules update automatically.
Step 3. Validate field dependencies and conditional logic.
HubSpot has complex field dependencies like certain lifecycle stages requiring specific lead statuses. Coefficient understands these relationships while Excel rules cannot validate cross-field dependencies.
Step 4. Check duplicate contacts before creating records.
Coefficient identifies potential duplicate contacts before creating records, something Excel validation cannot do since it lacks access to existing HubSpot data. Prevent duplicate creation during bulk imports.
Step 5. Validate permissions and field access.
Coefficient checks that you have permission to update specific fields or objects, preventing errors that Excel cannot anticipate. This includes workflow-based restrictions and user role limitations.
Step 6. Apply format-specific validation for HubSpot requirements.
For phone numbers, email addresses, and dates, Coefficient validates against HubSpot’s specific formatting requirements rather than generic patterns that might not match what HubSpot actually accepts.
Stop relying on Excel rules that miss HubSpot import errors
Start usingReal-time validation against HubSpot’s API prevents the import failures that waste your time. Get comprehensive pre-import validation that actually works.Coefficient for error-free HubSpot imports.
