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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.”
Creating Excel templates for HubSpot prospecting often fails because you’re guessing at field names and missing custom properties. The result? Import errors and frustrated field teams.
Here’s how to build templates that actually work with your exact HubSpot setup, including all custom fields your organization uses.
Import your complete HubSpot field structure using Coefficient
CoefficientHubSpotInstead of manually building templates that might miss custom properties,gives you direct access to your actualcontact structure. You’ll get the exact field names and properties your instance uses, eliminating guesswork.
How to make it work
Step 1. Connect Coefficient to your HubSpot account.
Install Coefficient in Google Sheets and authenticate with your HubSpot credentials. This gives you access to all contact properties, including custom fields specific to your organization.
Step 2. Import all contact properties to see your complete field structure.
Use Coefficient’s HubSpot connector to pull all contact properties into a sheet. This shows you both display names (what you see in HubSpot) and internal property names (what the API uses) for accurate template creation.
Step 3. Create your prospecting template with proper column headers.
Build a clean template using HubSpot’s internal property names as column headers. This prevents field mapping errors that happen when templates use display names instead of API names.
Step 4. Set up live template updates for new custom fields.
Unlike static Excel templates that become outdated, refresh your Coefficient import when you add new HubSpot properties. Your template structure stays current with newly created custom fields automatically.
Step 5. Enable direct data push from your field team.
Have your field team enter prospect data directly into the Google Sheets template. Use Coefficient’s scheduled exports to push data directly to HubSpot, eliminating manual CSV imports entirely.
Build templates that actually work with your HubSpot setup
Try CoefficientStop wasting time on import errors from outdated templates. This approach ensures your prospecting templates match your exact HubSpot configuration every time.to build error-free HubSpot templates today.
