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HubSpot’snative search has inconsistent case sensitivity handling and can’t compare against external Excel data effectively. Lead lists often contain company names with different capitalization like “ABC Corporation” vs “abc corporation” vs “Abc Corporation” that prevent accurate matching.
Here’s how to create reliable case-insensitive company name matching with text normalization formulas and live CRM data.
Create case-insensitive company matching using Coefficient
Coefficientenhances case-insensitive matching by providing live HubSpot company data that you can process with Excel’s text normalization functions. You’ll work with current, complete company name data rather than potentially outdated manual exports.
How to make it work
Step 1. Import live HubSpot company data.
Pull HubSpot company names directly into Excel using Coefficient’s custom field selection. This ensures you’re working with current, complete company name data rather than static exports that may have inconsistent capitalization or missing records.
Step 2. Apply case normalization formulas.
Create standardized versions of both Excel lead company names and imported HubSpot company names: Use UPPER function for all-caps comparison: `=UPPER(A2)` and `=UPPER(B2)`. Apply LOWER function for lowercase comparison, or use PROPER function to handle mixed-case scenarios consistently. Combine with TRIM to remove extra spaces: `=TRIM(UPPER(A2))`.
Step 3. Build case-insensitive lookup formulas.
Replace basic VLOOKUP with case-insensitive alternatives: Use XLOOKUP with normalized text: `=XLOOKUP(UPPER(company_name), UPPER(hubspot_companies), hubspot_data, “No Match”)`. Apply INDEX/MATCH combinations: `=INDEX(company_data, MATCH(UPPER(lookup_value), UPPER(company_range), 0))`. Use SEARCH instead of FIND for case-insensitive partial matching.
Step 4. Set up dynamic case-insensitive filtering.
Use Coefficient’s dynamic filtering feature to create case-insensitive company name filters that automatically adjust based on your Excel lead list. Point filter values to cells containing normalized company names, importing only relevant HubSpot companies regardless of case variations.
Step 5. Extend case consistency to related fields.
Apply case-insensitive matching beyond company names to associated fields like domains, contact names, and addresses using Coefficient’s association handling. This creates comprehensive case-insensitive matching across multiple data points.
Step 6. Add visual indicators for case variations.
Set up Excel conditional formatting that highlights potential matches with different case patterns. This helps identify companies that might be the same entity with different capitalization conventions: `=AND(UPPER(A2)=UPPER(B2), A2<>B2)` highlights exact matches with different cases.
Match companies regardless of capitalization differences
Build reliableCase-insensitive matching eliminates frustrating mismatches caused by capitalization variations in lead lists from different sources. Your matching logic works consistently regardless of how company names are formatted.case-insensitive matching workflows today.
