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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.”
HubSpotMapping stages between pipelines during bulk migration is complex becausecannot automatically map stages between pipelines during bulk updates, often leaving deals in incompatible stage/pipeline combinations.
Here’s how to create intelligent mapping logic that handles complex stage relationships while preserving sales process integrity.
Advanced stage mapping with conditional logic using Coefficient
Coefficientexcels at complex stage mapping by allowing you to build sophisticated mapping logic in spreadsheets, then execute bulk updates that maintain stage-pipeline relationships. This prevents automation failures and preserves sales process continuity.
How to make it work
Step 1. Export comprehensive deal data for mapping analysis.
Import all deals from source pipeline(s) using Coefficient with Deal ID, Pipeline, Deal Stage, Deal Owner, Amount, Close Date, and Last Activity Date. Use filters to segment migration batches by owner, date, or deal value if needed.
Step 2. Build intelligent mapping reference tables.
Create a stage mapping reference table with old stages, new pipeline stages, and conditional rules. Structure it like: Old Stage “Qualified” → New Stage “Discovery”, Old Stage “Proposal Sent” → New Stage “Proposal”, Old Stage “Negotiation” → New Stage “Decision”. Include validation rules for unmapped stages.
Step 3. Implement dynamic mapping formulas with conditions.
Use VLOOKUP or INDEX/MATCH to automatically assign new stages: =VLOOKUP(Current_Stage,Mapping_Table,3,FALSE). Add conditional logic for complex scenarios: =IF(Deal_Amount>50000,”Enterprise – ” & Mapped_Stage,”Standard – ” & Mapped_Stage). Include validation formulas to catch unmapped stages before export.
Step 4. Execute bulk migration with validated mapping.
HubSpotUpdate Pipeline and Deal Stage columns simultaneously using your mapping logic. Use Coefficient’s UPDATE export to push changes toin bulk. The system maintains stage-pipeline relationships, ensuring automation compatibility.
Perfect your stage mapping strategy
StartThis approach handles complex many-to-one or one-to-many stage relationships with conditional mapping based on deal properties.building intelligent stage mapping for your next pipeline migration.
