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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.”
HubSpot’s standard process requires creating contacts first, then manually adding them to lists through separate import or manual selection processes, making targeted list creation time-consuming and inefficient.
Here’s how to create contact lists directly from filtered spreadsheet data in a single streamlined workflow.
Specialized contact list creation using Coefficient
CoefficientHubSpot’soffers specialized Contact List Sync functionality that significantly improves uponnative contact list creation limitations through direct sync capabilities and advanced filtering.
How to make it work
Step 1. Set up specialized Contact List Sync.
Use Coefficient’s dedicated HubSpot Contact List functionality to directly sync contacts from filtered Google Sheets data into specific HubSpot lists. This streamlines the process compared to HubSpot’s multi-step approach of creating contacts then adding to lists separately.
Step 2. Configure advanced filtering capabilities.
Apply up to 25 filters with AND/OR logic to focus on specific contact segments. Use dynamic filtering that references spreadsheet cells for flexible list criteria and filter data based on calculated fields and formula results.
Step 3. Implement automated list management workflow.
Create new lists by exporting filtered contact data directly to new HubSpot contact lists. Add to existing lists by appending filtered contacts without duplicates, or remove from lists using filtered data to remove specific contacts from targeted lists.
Step 4. Schedule automated list updates.
Set up automated schedules to regularly update contact lists based on changing filter criteria. Configure alerts to notify when list updates occur or encounter issues and maintain dynamic lists that automatically reflect changes in your source data.
Step 5. Handle data preparation and validation.
Apply data validation before list creation to ensure contact quality and use conditional export logic to only include contacts meeting specific criteria. Handle email validation and formatting automatically during the list creation process.
Create targeted lists without the multi-step hassle
Start creatingThis eliminates HubSpot’s limitation of requiring separate contact creation and list assignment processes, providing streamlined workflow for targeted list management.contact lists directly from your filtered data with Coefficient.
