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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.”
You can automatically assign email recipients based on Google Sheets scenario conditions by turning your spreadsheet into a dynamic decision engine that evaluates contact data and routes emails accordingly.
This approach lets you create sophisticated recipient assignment rules that adapt in real-time as your contact data changes, without rebuilding entire email workflows.
Build scenario-based recipient assignment using Coefficient
CoefficientHubSpottransforms Google Sheets into a powerful recipient assignment system by connecting yourcontact data with dynamic filtering capabilities. While Coefficient doesn’t send emails directly, it creates the data foundation needed for sophisticated recipient selection based on your custom scenarios.
How to make it work
Step 1. Import your contact data and set up scenario conditions.
Connect Coefficient to HubSpot and import contact data with custom field selection. Set up your scenario conditions in specific cells (like A1 for “Industry = Technology” or B1 for “Deal Stage = Qualified”). Use scheduled imports to keep your data current for accurate scenario evaluation.
Step 2. Create dynamic filters that reference your scenario cells.
Apply up to 25 filters with AND/OR logic, pointing filter values to your scenario condition cells. For example, set Industry filter to reference cell A1 and Deal Stage filter to reference cell B1. This lets you change recipient assignment rules by simply updating cell values.
Step 3. Set up automated alerts for scenario triggers.
Configure Slack and email alerts triggered by new rows added or cell value changes. Use variables in alerts to get personalized notifications about which scenarios triggered recipient assignments. This ensures immediate action when specific conditions are met.
Step 4. Export assigned recipients to your email platform.
Use conditional exports to push processed recipient lists back to HubSpot Contact Lists only when specific scenario conditions are met. Set up scheduled exports to maintain real-time synchronization between your Google Sheets decision engine and email automation platform.
Start automating your email recipient assignments
Get startedThis method gives you enterprise-level scenario processing while keeping the flexibility of Google Sheets. Your recipient assignment becomes as simple as updating a cell value, and your email automation adapts instantly.with Coefficient to build your automated recipient assignment system.
