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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.”
User ID mapping between Salesforce and HubSpot for account owner fields requires a live, maintainable system that automatically translates user identifiers across platforms.
This guide shows you how to create a dynamic mapping table that keeps your account ownership data in sync without manual workflow maintenance.
Create a live user mapping table using Coefficient
Coefficient solves user ID mapping challenges by creating a live, maintainable mapping table in your spreadsheet. Instead of building complex HubSpot workflows that require constant updates, you get a visual system that automatically handles user translations.
How to make it work
Step 1. Import user data from both systems.
Use Coefficient to import all users from Salesforce (from the User object) including their Salesforce User ID, email, and name. Then import HubSpot users/owners data with their HubSpot Owner ID, email, and name. Schedule these imports to refresh daily or hourly to catch new users automatically.
Step 2. Create your master mapping table.
Use VLOOKUP or INDEX/MATCH formulas to match users between systems based on email addresses (the most reliable common identifier). Create columns for: Salesforce User ID | Salesforce Email | HubSpot Owner ID | HubSpot Email | Match Status. Use conditional formatting to highlight unmatched users requiring manual review.
Step 3. Import Salesforce Account data and apply mapping.
Import your Salesforce Account data including the Owner ID field. Use your mapping table to translate Salesforce Owner IDs to HubSpot Owner IDs with formulas like: =VLOOKUP(Salesforce_Owner_ID, MappingTable, HubSpot_ID_Column, FALSE)
Step 4. Schedule automated exports to HubSpot.
Set up a Coefficient export to UPDATE HubSpot companies with the correct owner assignments. Schedule this to run after your imports refresh, ensuring your mapping stays current without manual intervention.
Keep your user mappings running smoothly
This spreadsheet-based approach eliminates manual workflow maintenance while providing full visibility into your user field sync process. Get started with Coefficient to automate your user ID mapping today.
