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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.”
Dynamic email routing using Google Sheets decision matrix lets you automatically direct emails to the right recipients based on complex routing rules that update in real-time as your contact data changes.
You’ll learn how to build a decision matrix that evaluates multiple contact properties and automatically routes emails without manual intervention or workflow rebuilding.
Create dynamic email routing with Coefficient
CoefficientHubSpotturns Google Sheets into a sophisticated routing engine by connecting yourdata with dynamic filtering capabilities. This bridges the gap between your spreadsheet-based routing logic and email automation systems.
How to make it work
Step 1. Build your routing decision matrix.
Import contact data from HubSpot using Coefficient’s field selection to pull only the properties needed for routing decisions (industry, company size, deal stage, etc.). Create your decision matrix with routing rules in specific cells that reference these contact properties.
Step 2. Set up dynamic filtering for routing logic.
Use up to 25 filters across 5 filter groups to create complex routing scenarios. Point your filters to reference decision matrix cells, so routing rules change automatically when you update the matrix. This eliminates the need to rebuild workflows when routing logic changes.
Step 3. Configure real-time routing updates.
Schedule automatic data refreshes to ensure routing decisions use current contact information. Set up Snapshots to capture historical routing decisions while maintaining live data updates. Use Formula Auto Fill Down to automatically apply routing formulas to new contacts.
Step 4. Export routing assignments to your email platform.
Use conditional exports to push routing assignments to HubSpot Contact Lists only when specific conditions are met. Set up automated alerts when routing conditions change, ensuring immediate updates to email workflows while maintaining bidirectional data flow.
Transform your email routing workflow
Start buildingThis approach eliminates manual routing updates while providing sophisticated decision-making capabilities that native email platforms often lack. Your routing becomes as flexible as updating a spreadsheet cell.your dynamic email routing system today.
