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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.”
Native Salesforce-HubSpot integration doesn’t provide property-level filtering – it syncs predefined field mappings for entire objects without selective field import capabilities, forcing unnecessary data transfers and potential overwrites.
Here’s how to achieve advanced property filtering that gives you complete control over which Salesforce fields sync to HubSpot.
Advanced property filtering using Coefficient
Coefficient provides sophisticated property filtering through custom field selection and multi-layer filtering capabilities. During Salesforce import setup, you can choose only the specific properties you want to sync rather than importing entire contact or lead objects, then apply up to 25 filters across 5 filter groups to target exactly which records and properties should be included in your selective data sync.
How to make it work
Step 1. Set up custom field selection during import.
Choose only the specific Salesforce properties you want to sync during import setup in Google Sheets . This eliminates unnecessary data pulls and gives you granular control over which fields enter your sync workflow.
Step 2. Apply multi-layer filtering for targeted sync.
Use Coefficient’s filtering system to target specific records and properties: filter by record criteria like “Lead Status = Qualified”, filter by data quality such as “Mobile Phone is not empty”, and filter by date ranges like “Last Modified > 30 days ago” to ensure only relevant, current data syncs to HubSpot .
Step 3. Create conditional property logic.
Build spreadsheet formulas to determine which properties should sync based on business rules. For example, only sync mobile phone if it’s different from existing HubSpot data, only sync custom fields if they meet specific validation criteria, or only sync properties for contacts in specific lifecycle stages.
Step 4. Implement dynamic filtering for ongoing control.
Use Coefficient’s dynamic filtering feature to point filter values to specific spreadsheet cells, allowing you to change which properties sync without rebuilding imports. Schedule filtered syncs to automate the property filtering process while maintaining ongoing field-level sync control.
Filter like a pro
This provides the granular property filtering control that native Salesforce HubSpot integration lacks, enabling precise control over which data syncs between systems. Start filtering your property syncs today.
