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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.”
With native Salesforce-HubSpot integration, importing selective fields is impossible – the system imports entire object property sets, potentially overwriting existing HubSpot data with blank or outdated Salesforce values, creating significant data integrity risks.
Here’s how to protect your existing HubSpot data while still getting the selective field imports you need.
Data protection during selective imports
Native integration creates serious risks: existing HubSpot properties get overwritten even when Salesforce fields are empty, there’s no field-level sync control to protect specific data, and you lose historical information when Salesforce values replace more recent HubSpot data.
Coefficient protects existing data during selective field import through Google Sheets by design – its UPDATE export action only modifies the specific fields you target, leaving all other HubSpot properties completely unchanged.
How to make it work
Step 1. Import both HubSpot and Salesforce data for comparison.
Pull existing HubSpot data first, then import the specific Salesforce fields you want to sync. This dual import enables comparison and ensures you don’t overwrite newer or more accurate information with outdated Salesforce data.
Step 2. Create conditional protection logic.
Use spreadsheet formulas to create rules like “only update if HubSpot field is empty” with =IF(ISBLANK(HubSpot_Field), Salesforce_Field, HubSpot_Field) or “only update if Salesforce value is more recent” using date comparisons.
Step 3. Validate changes before export.
Use Coefficient’s filtering capabilities to review which records will be updated before executing the property-specific import. This validation step prevents unwanted changes and gives you complete control over the update process.
Step 4. Execute protected updates with monitoring.
Export only the validated, conditional results using Coefficient’s UPDATE action. Set up automated alerts to track which fields were updated and use Coefficient’s snapshot feature to capture your HubSpot data before imports, providing rollback capability if needed.
Keep your data safe and current
This approach ensures existing HubSpot data remains protected during property-specific import operations while still getting the selective sync capabilities you need. Start protecting your data during imports today.
