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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.”
Automating recipient selection using IF-THEN scenarios from Google Sheets data transforms basic spreadsheet logic into sophisticated email targeting that adapts automatically as your contact data changes.
This method lets you create complex conditional recipient assignment rules that evaluate multiple criteria and route contacts to appropriate email campaigns without manual intervention.
Build IF-THEN recipient automation using Coefficient
CoefficientHubSpotenables sophisticated IF-THEN scenario automation by providing dynamic data management and conditional logic capabilities that work seamlessly with Google Sheets-based decision making andintegration.
How to make it work
Step 1. Set up your IF-THEN logic framework.
Use dynamic filtering that references specific spreadsheet cells containing your IF-THEN conditions. Apply up to 25 filters with AND/OR logic to create complex conditional recipient selection, and implement conditional exports that execute recipient assignments only when specific IF conditions are met.
Step 2. Import data to fuel your scenarios.
Import contact data, engagement metrics, and custom properties from HubSpot to fuel your IF-THEN scenarios. Use scheduled imports to ensure scenario conditions are evaluated against current data, and leverage Formula Auto Fill Down to automatically apply IF-THEN logic to new contacts.
Step 3. Create advanced scenario processing.
Build nested IF-THEN scenarios using multiple filter groups for sophisticated recipient routing. Handle time-based conditions by importing activity data and calculating recency metrics, and implement progressive scenarios where initial IF conditions trigger additional THEN evaluations.
Step 4. Set up real-time recipient assignment.
Configure automated alerts triggered when IF conditions are met, enabling immediate THEN actions. Use variables in alerts to provide detailed information about which scenarios triggered recipient selection, and export IF-THEN results to HubSpot Contact Lists for automatic campaign assignment.
Make your recipient selection intelligent
Start automatingThis approach transforms basic spreadsheet IF-THEN logic into enterprise-grade automated recipient selection while maintaining the simplicity and flexibility of Google Sheets-based decision making. Your email targeting becomes as sophisticated as your business rules.your recipient selection today.
