HubSpotCoefficientYou can map Google Sheets columns tocustom properties for multi-step email sequences using, which provides dynamic mapping with continuous synchronization that HubSpot’s native import tools can’t handle.
This guide shows you how to create sophisticated field mapping that keeps your email sequences updated with current spreadsheet data.
Create dynamic property mapping for automated email sequences using Coefficient
HubSpot’s standard CSV import functionality is limited and doesn’t support ongoing synchronization needed for multi-step email sequences. Complex application processes require dynamic mapping where spreadsheet changes automatically update HubSpot properties that control email workflow enrollment.
Coefficient handles automatic field mapping for common properties and enables custom property creation for complex application data, maintaining real-time synchronization for conditional workflow decisions.
How to make it work
Step 1. Set up automatic field mapping for common properties.
When importing from Google Sheets through Coefficient, field mapping automatically handles common contact properties like name, email, and phone. Open Coefficient’s sidebar, select “Export to HubSpot,” and choose your spreadsheet. The system recognizes standard columns and maps them instantly.
Step 2. Create custom HubSpot properties for complex application data.
For detailed process tracking, create custom HubSpot properties that correspond to your Google Sheets columns. Set up application stage as a dropdown property, decision points as multiple checkboxes, process timestamps as date properties, and calculated scores as number properties.
Step 3. Configure advanced mapping techniques.
Use Coefficient’s filtering capabilities to map different data subsets to different property groups. Leverage formula results from Google Sheets as calculated fields in HubSpot. Set up conditional mapping where certain columns only sync when specific criteria are met in your spreadsheet.
Step 4. Integrate with multi-step email sequences.
Map process stages to HubSpot lifecycle stages or custom enrollment properties. Use Google Sheets formulas to determine email sequence eligibility, then sync these boolean results to HubSpot. Create property-based workflow enrollment criteria for each sequence step.
Step 5. Maintain real-time synchronization.
Schedule Coefficient exports to run hourly, ensuring HubSpot workflows always have current data for enrollment decisions. Use the “Append New Data” feature to track new entries while updating existing contact properties with current process status.
Keep your email sequences perfectly synchronized
Start with CoefficientThis mapping approach ensures HubSpot workflows always have current data for conditional automation decisions. Your multi-step sequences respond immediately to spreadsheet changes without manual updates.to create dynamic property mapping for your email automation.