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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.”
HubSpotYou can map Google Sheets columns todeal properties for bulk updates using intuitive data mapping that handles all property types and eliminates the formatting errors common with manual CSV imports.
This streamlined approach transforms the typically cumbersome process of HubSpot deal updates into a seamless, automated workflow that maintains data integrity.
Streamline bulk deal updates using Coefficient
Coefficientprovides superior data mapping capabilities compared to HubSpot’s native CSV import, which requires exact property name matching and lacks flexibility for ongoing updates. The platform handles all deal property types and provides automatic data validation.
How to make it work
Step 1. Set up automatic or manual field mapping.
If your data originated from Coefficient HubSpot imports, field mapping happens automatically. For external Google Sheets data, use the intuitive manual mapping interface to connect your columns to specific HubSpot deal properties.
Step 2. Select the deal properties you want to update.
Choose specific HubSpot deal properties to update, including custom properties you’ve created. Coefficient supports all deal property types including text, number, date, and dropdown values, handling data type conversion automatically.
Step 3. Use UPDATE actions for bulk modifications.
Select the UPDATE export action to modify existing deals in bulk. This is far superior to HubSpot’s native functionality, which requires creating new import files for each update cycle and can create data inconsistencies.
Step 4. Set up conditional updates for targeted changes.
Configure conditional export logic to only update deals that meet specific criteria in your spreadsheet. For example, only update deals when a “Ready for Update” column equals TRUE, ensuring precise control over which records are modified.
Step 5. Automate with scheduled bulk updates.
Set up scheduled exports to automate regular bulk update cycles without manual intervention. This keeps your deal data constantly synchronized with your spreadsheet analysis and calculations.
Step 6. Validate data before export.
Coefficient handles data type conversion and validation automatically, preventing common errors like date format mismatches or invalid dropdown values that frequently occur with manual CSV imports.
Transform your deal management workflow
Start mappingThis approach provides the flexibility of spreadsheet-based data management while maintaining seamless integration with HubSpot’s deal tracking.your deal properties for efficient bulk updates today.
