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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.”
User field sync errors occur when users exist in Salesforce but not HubSpot , creating broken ownership assignments and incomplete data transfers between systems.
This guide shows you how to build robust error handling with automated detection, smart fallback logic, and clear resolution workflows.
Build comprehensive error management using Coefficient
Coefficient provides robust error handling capabilities for user field sync mismatches. You get automated error detection, smart fallback assignments, and clear resolution paths that transform potential sync failures into manageable exceptions.
How to make it work
Step 1. Create error detection dashboard.
Build a dedicated tab with count of Salesforce users without HubSpot matches, list of affected accounts/records, user details for missing matches, and sync failure timestamps. Use validation formulas like: =IF(ISERROR(VLOOKUP(SF_UserID, HubSpotUsers, 1, FALSE)), “Missing in HubSpot”, “Matched”)
Step 2. Configure smart alerts and monitoring.
Set up Coefficient email/Slack alerts when new unmatched users are detected. Create threshold alerts (e.g., when >5% of records have sync errors) and schedule daily error summary reports to stay on top of issues.
Step 3. Implement fallback assignment logic.
Create a “Default Owner Mapping” table for each team/region. Use nested IF statements to assign fallback owners: =IF(HubSpotOwnerID<>“”, HubSpotOwnerID, IF(Team=”Sales”, DefaultSalesOwnerID, IF(Team=”CS”, DefaultCSOwnerID, GeneralDefaultOwnerID)))
Step 4. Set up quarantine and review process.
Use Coefficient’s filtering to create a “Pending Review” import that exports only records with successful user matches. Maintain a separate queue for manual review of problematic mappings.
Step 5. Add automated resolution workflows.
Configure options like auto-creating placeholder users in HubSpot (if permissions allow), routing to team leads for reassignment, or holding in staging until user is created. Include recovery and audit features using Coefficient Snapshots to track error resolution over time.
Turn sync failures into manageable exceptions
This approach transforms potential sync failures into manageable exceptions with clear resolution paths and prevents data loss. Start building your error handling system today.
