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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.”
Syncing Account Manager and Customer Success fields from Salesforce to HubSpot properties requires precise field mapping and automated workflows that maintain accurate ownership data across your revenue teams.
This guide shows you how to implement comprehensive role-based field synchronization with quality control measures and performance optimization.
Streamline role-based field sync using Coefficient
Coefficient streamlines the synchronization of Account Manager and Customer Success fields from Salesforce to HubSpot properties. You get precise field mapping, automated workflows, and role change tracking in one comprehensive system.
How to make it work
Step 1. Import Salesforce Account data with role fields.
Import essential fields including Account ID, Account Name, Account_Manager__c (User lookup field), Customer_Success_Manager__c (User lookup field), and Last Modified Date for change tracking. This gives you all the role assignment data you need.
Step 2. Configure HubSpot property mapping.
Map Salesforce fields to HubSpot properties: Account_Manager__c → account_manager (custom property), Customer_Success_Manager__c → customer_success_manager (custom property), OwnerId → hubspot_owner_id (if syncing account owner too).
Step 3. Set up user translation with lookup formulas.
Import your user mapping table (SF User ID ↔ HubSpot Owner ID) and create lookup formulas for each role: AM HubSpot ID: =VLOOKUP(Account_Manager__c, UserMapping!A:B, 2, FALSE), CSM HubSpot ID: =VLOOKUP(Customer_Success_Manager__c, UserMapping!A:B, 2, FALSE)
Step 4. Create automated export with smart scheduling.
Set up UPDATE action for HubSpot Companies mapped by Account ID or domain. Choose from daily full sync for all accounts, hourly incremental sync for modified records only, or real-time trigger based on Salesforce changes.
Step 5. Add role change tracking and validation.
Use Coefficient Snapshots to track AM/CSM assignment history, create alerts for role changes on key accounts, and generate handoff reports when managers change. Include validation dashboard showing sync success rates by field.
Eliminate manual property updates
This approach eliminates manual property updates while maintaining accurate ownership data across your revenue teams. Start syncing your Account Manager and Customer Success fields automatically today.
