)
Written by
Table of Contents
“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.”
HubSpot’s required contact fields vary by instance, and static lists become outdated when you add custom requirements. You need to see what’s actually required in your specific setup.
Here’s how to get real-time visibility into your HubSpot’s required vs optional contact fields without guesswork.
View your actual field requirements in real-time using Coefficient
CoefficientHubSpotHubSpotshows which contact properties are mandatory vs optional in your specificinstance through its field selection interface. You’ll see custom required fields andworkflow dependencies that static lists miss.
How to make it work
Step 1. Connect Coefficient to your HubSpot account.
Set up the integration to access your HubSpot instance’s specific configuration. This includes any custom required fields your organization has configured beyond HubSpot’s defaults.
Step 2. Access the field selection interface for contact imports.
When setting up contact imports or exports, Coefficient displays field requirements based on your actual HubSpot setup. Required fields are clearly marked, including conditional requirements.
Step 3. Identify conditional field requirements.
Some HubSpot fields become required based on other field values or workflow settings. Coefficient’s real-time validation catches these dependencies that static templates can’t anticipate.
Step 4. Account for your user permission levels.
Field requirements can vary based on your HubSpot permissions. Coefficient respects your user permissions and shows only the fields you can actually modify, preventing permission-based import failures.
Step 5. Validate required fields before import attempts.
Unlike CSV imports where you discover missing required fields after upload failure, Coefficient validates required fields before attempting to create or update contacts in HubSpot.
Stop guessing at HubSpot field requirements
ConnectYour prospecting templates need to match your actual HubSpot configuration, not generic field lists. Get real-time field requirements that stay current with your setup.Coefficient to see your exact requirements today.
