Handling URL variations when matching Excel leads to HubSpot companies (www vs non-www)

using Coefficient excel Add-in (500k+ users)

Handle URL variations like www vs non-www when matching Excel leads to HubSpot companies. Normalize domains with Excel formulas and live CRM data.

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HubSpot’snative duplicate detection has limited URL normalization capabilities and can’t compare against external Excel data. Lead lists often contain URL variations like www vs non-www, http vs https, and trailing slashes that prevent accurate matching.

Here’s how to create robust URL normalization workflows that handle all common domain variations and match against live CRM data.

Normalize URLs for accurate lead matching using Coefficient

Coefficientprovides superior URL normalization by importing live HubSpot company website data that you can process with sophisticated Excel formulas. You’ll work with current domain information rather than potentially outdated manual exports.

How to make it work

Step 1. Import HubSpot company website data.

Pull company website fields directly into Excel using Coefficient’s custom field selection. This ensures you’re comparing against the most current domain information stored in your CRM, including any recent website updates.

Step 2. Create URL normalization formulas.

Build Excel formulas that clean and standardize URLs: Use SUBSTITUTE to remove “www.”, “http://”, “https://”, and trailing slashes. Apply LOWER function for case-insensitive comparisons. Try this formula: `=LOWER(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A2,”https://”,””),”http://”,””),”www.”,””),”/”,””))` to create clean domain comparisons.

Step 3. Extract root domains for matching.

Use combination of FIND, MID, and LEN functions to extract just the root domain from complex URLs. This handles subdomains automatically: `=MID(A2,1,FIND(“/”,A2&”/”)-1)` extracts everything before the first slash, giving you clean domain names for comparison.

Step 4. Set up dynamic filtering for URL-based matching.

Use Coefficient’s dynamic filtering feature to create interactive URL matching workflows. Point filter values to cells containing normalized domains from your Excel lead list, automatically filtering HubSpot companies to potential matches based on clean domain data.

Step 5. Combine URL matching with other validation fields.

Use Coefficient’s association handling to match normalized domains AND company names simultaneously. This reduces false positives when companies share similar domain structures or when domains have been recycled.

Match domains accurately despite format variations

Start normalizingURL normalization eliminates the frustrating mismatches caused by formatting differences in lead lists. Your matching logic works consistently regardless of how domains are formatted in your source data.your URL matching workflows today.

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