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Syncing multiple user lookup fields from Salesforce Account object to HubSpot requires managing Account Manager, Customer Success Manager, and other user fields simultaneously in a single workflow.
Here’s how to handle comprehensive field mapping with automated translation and export processes that maintain data integrity across all synced properties.
Manage all user fields in one workflow using Coefficient
Coefficient handles multiple user lookup field synchronization efficiently by managing all fields in a single workflow. Instead of creating separate processes for each user field, you get one comprehensive system that scales to any number of user lookup fields.
How to make it work
Step 1. Import Salesforce Account data with all user fields.
Include fields like Account ID, Account Name, OwnerId (Account Owner), Account_Manager__c (custom field), Customer_Success_Manager__c (custom field), Technical_Account_Manager__c (custom field), and any other user lookup fields you need to sync.
Step 2. Set up comprehensive field mapping.
Create your user mapping table and add columns for each user field translation: SF_AccountManager_ID → HubSpot _AccountManager_ID, SF_CSM_ID → HubSpot_CSM_ID, SF_TAM_ID → HubSpot_TAM_ID. This centralizes all your user field mappings.
Step 3. Build translation formulas for each field.
For each user field, create a formula like: =IFERROR(VLOOKUP(AccountManager_ID, UserMappingTable, HubSpotID_Column, FALSE), “”). This ensures every user lookup field gets properly translated from Salesforce IDs to HubSpot Owner IDs.
Step 4. Configure single scheduled export to HubSpot Companies.
Map each translated user field to its corresponding HubSpot property: hubspot_owner_id ← Translated Account Owner, account_manager ← Translated Account Manager, customer_success_manager ← Translated CSM, technical_account_manager ← Translated TAM.
Step 5. Add validation and error handling.
Create a “Sync Status” column showing which fields translated successfully. Set up alerts for accounts with unmapped users in any field and implement default assignments for critical fields when mapping fails.
Scale to unlimited user lookup fields
This approach scales to any number of user lookup fields while maintaining data integrity across all synced properties. Start syncing your multiple user lookup fields efficiently today.
