How to use the Multiply function for data migration?

The Multiply function is a powerful tool for restructuring data during CRM migration. It allows you to automate complex data transformations and align your legacy CRM structure with the schema of your new CRM—eliminating the need for post-migration cleanup.

What Does the Multiply Function Do?

The Multiply function generates all possible combinations of values from two or more source fields and maps them into a single target field. This is especially useful when consolidating multiple fields from a complex CRM (like Microsoft Dynamics or Salesforce) into a more simplified structure (like HubSpot).

Real-World Example

Let’s say your source CRM tracks Sales Process (Pipeline), Stage, and Status as separate fields:

• Sales Process: e.g., "Enterprise Sales", "SMB Sales"

• Stage: e.g., "Demo", "Proposal", "Negotiation"

• Status: e.g., "Open", "Won", "Lost"

In your target CRM, only Pipeline and Stage exist. The Status becomes redundant since the stage's probability can already indicate whether a deal is open, won, or lost.

To preserve logic and meaning from the source CRM while adapting to the simpler target structure, you need to combine fields like Sales Process and Status into a unified format. That’s exactly where the Multiply function comes in.

How to Use the Multiply Function

1. Start by mapping your primary field
   For example, map Pipeline with Stage from your source CRM to Pipeline with Stage in your target CRM.

2. Access the Multiply function
   Click the "Functions" button and choose Multiply.

3. Select an additional source field
   Choose a second field (e.g., Status) to combine with the first, then click Apply.

4. Review and filter dropdown values
   Open the Multiply function window

   and:

   • Check the enum (dropdown) values for both source and target fields.

   • Uncheck any values you don’t want to use in combinations.

5. Match value combinations
   The function will generate all valid combinations of selected values. You can now refine the results:

   • Unselect invalid combinations
     For instance, combinations including _ (indicating missing data) can be excluded if they don't apply.

   • Map to the correct pipeline stages
     Ensure that each combination correctly aligns with your target CRM’s pipelines and stages.

   • Apply logic-based remapping
     Example: If a deal’s status is "Won" in the source CRM, map it to the "Closed - Won" stage in the new CRM, regardless of its original stage. This ensures proper representation under the new schema where stages carry the outcome.

✅ Benefits of Using Multiply

• Consolidates complex, multi-field logic into a streamlined structure

• Preserves business meaning without recreating legacy fields

• Automates transformation logic for future migrations

• Ensures your new CRM schema remains clean and efficient

Once configured, the Multiply function will apply this logic consistently across future migrations, saving time and reducing the risk of errors.