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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.”
Creating email automation rules based on contact type and seniority in sheets lets you deliver highly targeted email campaigns that adapt messaging and timing based on both the contact’s role and their level within the organization.
This approach ensures your email automation respects organizational hierarchies while delivering appropriate content to prospects, customers, and partners based on their decision-making authority.
Build type and seniority-based rules using Coefficient
CoefficientHubSpotenables sophisticated email automation rules based on contact type and seniority through its advanced data management and conditional logic capabilities, particularly when working withcontact properties and hierarchical data.
How to make it work
Step 1. Set up contact type and seniority data management.
Import contact data with custom field selection to pull contact type, job title, seniority level, and related properties from HubSpot. Use association handling to gather additional context like company size, industry, and deal involvement for enhanced rule creation, and schedule regular data refreshes to ensure rules operate on current information.
Step 2. Create your rule framework.
Apply up to 25 filters with AND/OR logic to create sophisticated rules combining contact type and seniority criteria. Use dynamic filtering that references spreadsheet cells containing rule definitions, allowing non-technical users to modify automation criteria, and implement hierarchical filtering where contact type determines the seniority evaluation logic.
Step 3. Build advanced seniority logic.
Create rule matrices that cross-reference contact types (prospect, customer, partner) with seniority levels (C-level, VP, Manager, Individual Contributor). Handle complex seniority determinations using job title analysis, reporting structure data, and custom seniority scoring, and use Formula Auto Fill Down to automatically categorize new contacts.
Step 4. Execute conditional rules and monitor performance.
Set up conditional exports that trigger different email automation sequences based on type-seniority combinations. Export rule-based contact segments to specific HubSpot Contact Lists designed for each automation track, and configure automated alerts when contacts change type or seniority, triggering rule re-evaluation.
Deliver precision email targeting
Start buildingThis approach transforms basic contact categorization into sophisticated, automated email marketing that adapts to contact evolution and organizational changes. Your email campaigns become more relevant and effective across all contact types and seniority levels.your type and seniority-based automation rules today.
