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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.”
Building VBA scripts for HubSpot duplicate merging creates ongoing maintenance headaches and compatibility issues. Custom code requires constant updates as HubSpot’s API changes, plus debugging skills that most teams lack.
Here’s how to get enterprise-grade automation without the technical debt and coding complexity of custom VBA development.
Replace VBA complexity with built-in automation using Coefficient
CoefficientHubSpotprovides pre-built automation capabilities that surpass custom VBA scripts while eliminating maintenance burdens and compatibility issues withdata.
How to make it work
Step 1. Set up automated duplicate detection workflows.
Configure scheduled daily or weekly imports to identify new duplicates automatically. Use Coefficient’s scheduling feature to run deduplication checks during off-hours, with Slack and email alerts when duplicate thresholds are exceeded.
Step 2. Apply merge logic with Formula Auto Fill Down.
Create your duplicate resolution formulas once, then let Coefficient automatically apply them to new rows during data refreshes. No VBA loops or error handling required – formulas expand automatically as data grows.
Step 3. Implement conditional export automation.
Replace complex VBA decision trees with conditional exports that only process records when your conflict resolution formulas return “TRUE”. Export merged records, DELETE duplicates, and UPDATE master records based on spreadsheet logic.
Step 4. Configure automatic validation and execution.
Set up workflows that validate merge logic against current HubSpot data before executing updates. Unlike VBA scripts that can crash on API changes, Coefficient’s built-in validation prevents errors before they occur.
Step 5. Monitor results with automated reporting.
Receive email notifications summarizing records processed, conflicts resolved, and any issues requiring attention. Built-in error handling provides clear feedback without debugging VBA runtime errors.
Get enterprise automation without coding headaches
Try Coefficient freePre-built automation features provide reliability and scalability that custom VBA can’t match, plus team collaboration without sharing complex code. Ready to automate duplicate management professionally?and skip the VBA development entirely.
