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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’s native Salesforce integration forces you to sync entire property sets rather than individual fields, creating inefficiencies when you only need specific data points transferred between systems.
Here’s how to achieve true field-level sync control and import only the Salesforce properties you actually need.
Selective field import using Coefficient
Coefficient acts as an intermediary layer between Salesforce and HubSpot in Google Sheets , giving you granular control over which properties sync. Instead of the all-or-nothing approach of native integration, you can select exactly which fields to transfer.
How to make it work
Step 1. Extract specific Salesforce fields.
Connect to Salesforce through Coefficient and import only the exact fields you need into your spreadsheet. During import setup, select specific properties like mobile phone numbers or custom fields while avoiding unnecessary data pulls that slow down your sync.
Step 2. Apply filtering and field selection.
Use Coefficient’s filtering capabilities (up to 25 filters with AND/OR logic) to target specific records and properties. For example, filter for “Lead Status = Qualified” AND “Mobile Phone is not empty” to ensure you only work with relevant data for your selective sync.
Step 3. Map and validate your data.
Import existing HubSpot contact data to cross-reference with your Salesforce fields. Create conditional logic in your spreadsheet to prevent overwriting valuable HubSpot data – use formulas like =IF(ISBLANK(HubSpot_Field), Salesforce_Field, HubSpot_Field) to only fill empty fields.
Step 4. Execute targeted updates.
Use Coefficient’s UPDATE export action to push only your selected fields to HubSpot contacts. The automatic field mapping feature streamlines property alignment between systems, and you can schedule these selective syncs to run automatically without manual intervention.
Start syncing smarter, not harder
This approach eliminates the field-level limitations of direct Salesforce-HubSpot integration while providing the granular control you need for efficient data management. Try Coefficient to start importing only the fields that matter.
