)
Written by
Table of Contents
“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.”
HubSpotlimits naming standardization to basic find-and-replace operations and can’t handle complex naming convention rules across parent-child hierarchies at scale.
Here’s how to implement sophisticated naming standards that consider hierarchy relationships and apply consistent formatting across thousands of company records.
Apply advanced naming standards using sophisticated text processing
CoefficientHubSpotHubSpot’s company naming tools lack the text processing capabilities needed for systematic naming standardization across large datasets.enables advanced company naming standardization through powerful data manipulation and bulk update capabilities that work seamlessly with.
How to make it work
Step 1. Export companies with hierarchy context.
Use Coefficient to import all parent and child companies with current names, domains, and hierarchy relationships. Apply filters to focus on companies within parent-child structures that require naming standardization.
Step 2. Build advanced naming logic formulas.
Create spreadsheet functions to implement complex naming rules like removing legal suffixes with =SUBSTITUTE(), standardizing abbreviations, and applying parent company prefixes to subsidiaries. Use formulas like =PROPER(TRIM(SUBSTITUTE(A2,”Inc.”,”Inc”))) for consistent formatting.
Step 3. Apply hierarchy-aware naming rules.
Create naming conventions that consider parent-child relationships, such as ensuring subsidiary names include parent company identifiers or maintaining consistent branding across company families. Build validation rules to prevent naming conflicts within hierarchies.
Step 4. Validate naming changes before applying.
Create validation columns to check for duplicate names, ensure naming consistency within company families, and flag potential issues before pushing changes to HubSpot. Include business logic to maintain recognizable company identities.
Step 5. Execute bulk naming updates.
Use Coefficient’s UPDATE export functionality to apply standardized company names across hundreds or thousands of companies simultaneously. This far exceeds HubSpot’s manual editing limitations while maintaining data integrity.
Step 6. Implement ongoing naming governance.
Set up scheduled imports to identify companies with non-standard naming and automated alerts when new companies are created without proper naming conventions. This provides data quality controls that HubSpot can’t deliver natively.
Maintain consistent company branding
Start standardizingThis systematic approach provides advanced text processing and bulk standardization capabilities that HubSpot’s basic company management tools simply can’t achieve.your company names today.
