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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.”
HubSpot’snative import process requires custom properties to be created beforehand and provides limited flexibility for calculating property values or applying conditional logic during upload.
Here’s how to import contacts while dynamically assigning custom property values using Excel formulas and automated mapping that handles complex property requirements.
Assign dynamic custom property values during import using Coefficient
Coefficientprovides advanced custom property management that can map Excel columns to both standard and custom HubSpot properties while supporting calculated values based on multiple data sources.
HubSpotThe key advantage is dynamic calculation. Nativeimports cannot create calculated custom property values during the process. Coefficient allows you to use Excel formulas to generate custom property values from multiple columns before import.
How to make it work
Step 1. Create calculated custom property values using Excel formulas.
Build formulas that combine multiple data points into custom property values. For example, create a lead score using =IF(AND(B2=”Enterprise”,C2=”Software”),100,IF(B2=”SMB”,50,25)) to assign scores based on company size and industry.
Step 2. Apply conditional logic for property assignment.
Use IF statements and lookup functions to assign different property values based on contact characteristics. For example: =IF(D2>50000,”High Value”,”Standard”) to assign customer tier based on annual revenue.
Step 3. Format multi-value properties correctly.
Transform Excel data for checkbox and multi-select properties by using formulas like =SUBSTITUTE(E2,”,”,”;”) to convert comma-separated values into HubSpot’s required format.
Step 4. Map calculated columns to custom properties.
Configure Coefficient’s data mapping to connect your calculated Excel columns to the appropriate HubSpot custom properties. The system handles both standard and custom property assignments in a single workflow.
Step 5. Set up automated custom property updates.
Use Coefficient’s scheduled imports to automatically update custom properties as your Excel calculations change. Enable “Formula Auto Fill Down” to automatically calculate custom property values for new contacts.
Streamline custom property management with dynamic calculations
Start usingDynamic custom property assignment eliminates manual property updates while ensuring your contact data includes rich, calculated insights from day one.automated custom property workflows for better contact data.
