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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.”
You can migrate Zoho accounts to HubSpot based on custom field criteria by using sophisticated filtering that references custom field values and creates dynamic migration conditions that update automatically.
This approach ensures you only migrate accounts that meet your specific business criteria, maintaining data quality and relevance in your HubSpot system.
Execute custom field-based migration using Coefficient
Coefficient excels at custom field-based migration by providing sophisticated filtering and field mapping capabilities. You can create complex custom field criteria that update automatically as your Zoho data changes.
How to make it work
Step 1. Import Zoho accounts with custom field filtering.
Import Zoho accounts with custom fields using Coefficient’s field selection feature. Apply dynamic filters that reference custom field values like Account_Priority = “High” or Custom_Score > 75. Create filter combinations using AND/OR logic across multiple custom fields for precise targeting.
Step 2. Set up field mapping and data transformation.
Create visual field mapping between Zoho custom fields and HubSpot company properties. Use spreadsheet formulas to convert custom field formats and create validation rules with conditional formatting to highlight mapping issues before migration. Set up conditional logic for complex field mapping scenarios.
Step 3. Configure conditional migration based on custom criteria.
Set up conditional exports that only migrate accounts where custom field conditions are met. Create staged migration groups based on custom field values for phased migration. Configure real-time updates so migration criteria update automatically as Zoho custom fields change.
Step 4. Execute specific custom field scenarios.
Migrate accounts where “Migration_Ready” custom field equals “Yes”, transfer accounts with “Annual_Revenue” greater than $100,000, or move accounts where “Industry_Vertical” matches HubSpot target segments. You can also migrate based on “Last_Engagement_Score” thresholds or any combination of custom field criteria.
Maintain dynamic custom field migration
HubSpot’s import wizard cannot directly access live Zoho custom field data, requiring manual exports and static CSV files. Coefficient maintains live connections to both systems, enabling dynamic custom field-based migration criteria that update as your Zoho data changes. Start migrating your Zoho accounts based on custom field criteria today.
