Importing a single custom field from Salesforce to existing HubSpot contacts requires precise field-level sync control that native integration doesn’t provide, as the standard sync forces you to map entire objects rather than individual properties.
Here’s how to safely import just one custom field while preserving all other contact data.
Single custom field import using Coefficient
Coefficient provides the granular control needed for safe single custom field imports by letting you extract specific Salesforce properties and push them to existing HubSpot contacts through Google Sheets . This selective data sync approach preserves all existing contact data while adding only the needed custom field.
How to make it work
Step 1. Extract the specific custom field from Salesforce.
Import only your target Salesforce custom field along with contact identifiers (email addresses or Salesforce IDs) using Coefficient’s custom field selection capability. This focused approach ensures you’re only working with the data you need.
Step 2. Import existing HubSpot contact data.
Pull existing HubSpot contact records to establish the target dataset and verify which contacts should receive the custom field data. This step is crucial for preventing unwanted overwrites and ensuring accurate field mapping.
Step 3. Create field mapping and validation logic.
Use spreadsheet functions to match contacts between systems and prepare the single custom field for import. Clean and validate the custom field data before export, ensuring data integrity during the property-specific import. Coefficient’s automatic field mapping streamlines this when data originates from previous imports.
Step 4. Execute targeted UPDATE operations.
Use Coefficient’s UPDATE export action to push only the custom field to existing HubSpot contacts, leaving all other contact properties unchanged. Set up alerts to track successful updates and identify any mapping issues for complete visibility into the import process.
Import custom fields with precision
This selective data sync approach provides complete audit trails and automatic data validation while maintaining the granular control needed for safe single custom field imports. Start mapping your custom fields with confidence today.