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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.”
Mapping custom properties to Google Sheets columns for automated workflows requires both automatic field recognition and manual mapping capabilities to handle different data sources and property types effectively.
You’ll discover how to set up property mapping that preserves custom field relationships and maintains data integrity across your automated workflow systems.
Map custom properties seamlessly with Coefficient
CoefficientHubSpotexcels at custom properties mapping with both automatic and manual capabilities that streamline automated workflow setup. This is particularly powerful when working withcustom properties or other CRM systems.
How to make it work
Step 1. Set up automatic mapping for Coefficient-originated data.
When importing data that originated from Coefficient, field mapping happens automatically, preserving custom property relationships. Import any HubSpot object with full custom field selection, choosing exactly which properties map to specific columns including text, number, date, dropdown, and multi-select properties.
Step 2. Configure manual mapping for external data sources.
Set up manual field mapping when working with data from external sources or existing spreadsheets. Map complex custom properties like calculated fields, lookup values, and concatenated data while handling data type conversions automatically during the mapping process.
Step 3. Implement dynamic mapping workflows.
Use dynamic filtering to map properties based on changing criteria or scenarios. Reference specific spreadsheet cells for flexible mapping rules that adapt to different conditions. Implement conditional mapping where different properties are used based on contact type, lifecycle stage, or other criteria.
Step 4. Export mapped data to your automation platform.
Export mapped data back to your automation platform using UPDATE, INSERT, or DELETE actions. Maintain association relationships between objects when mapping custom properties, and schedule automated exports to keep custom property mappings synchronized across platforms.
Streamline your workflow automation
Get startedThis comprehensive mapping approach ensures your automated workflows have access to all necessary custom property data while maintaining data integrity and synchronization. Your workflows become more reliable and easier to manage.with seamless custom property mapping today.
