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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.”
Salesforce requires all targeting criteria to exist within the platform for bulk email campaigns, but your best segmentation data often lives in external spreadsheets. This creates a frustrating gap between your targeting intelligence and email execution capabilities.
You’ll learn how to bridge external spreadsheet criteria with CRM email functionality by automatically syncing segmentation data to enable native campaign execution.
Bridge external criteria with Salesforce email campaigns using Coefficient
Coefficient solves this challenge by automatically syncing segmentation data from external spreadsheets to Salesforce custom fields, enabling you to leverage the platform’s powerful email delivery infrastructure while maintaining your external data sources.
How to make it work
Step 1. Create custom fields in Salesforce for your external criteria.
Set up custom fields in your Salesforce Contacts or Leads objects for your spreadsheet criteria. For example, create “Excel_Segment__c” or “Campaign_Eligible__c” fields to store your external targeting data.
Step 2. Import your spreadsheet criteria into Google Sheets.
Use Coefficient to bring your external segmentation data into Google Sheets alongside your Salesforce contact data. This creates a unified workspace where you can apply targeting logic and prepare data for export.
Step 3. Set up scheduled exports to update Salesforce records.
Configure Coefficient’s scheduled export feature to UPDATE Contact records with your criteria values. Use conditional exports to only update records where specific conditions are met, like only exporting TRUE values for campaign eligibility.
Step 4. Execute bulk emails using native Salesforce tools.
Once your criteria exists in Salesforce custom fields, use standard email tools like Campaign Builder, Marketing Cloud, or Pardot for bulk sending. You maintain email deliverability reputation and compliance features that direct spreadsheet-based sending cannot provide.
Step 5. Automate ongoing synchronization.
Set up hourly, daily, or weekly exports to keep CRM criteria current with your external spreadsheet changes. This enables dynamic campaign targeting that responds to external data updates without manual intervention.
Execute your first automated campaign
This approach preserves Salesforce’s email infrastructure benefits while eliminating the constraint of having all targeting criteria within the platform. Start building your automated external criteria pipeline today.
