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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’sYou can automate both Excel data import and static list creation in a single workflow instead of handling them as separate manual steps.native Excel import requires you to create lists manually after import completion, but there’s a better way.
Here’s how to streamline the entire process from Excel upload to populated static lists without any manual list management.
Automate contact imports and list creation using Coefficient
CoefficientHubSpothandles both data import and list creation through its specialized Contact List sync functionality. Instead of importing toand then manually building lists, you can define list membership criteria in your spreadsheet and automate the entire process.
How to make it work
Step 1. Upload and clean your Excel data in Google Sheets.
Import your Excel file into Google Sheets and validate the data using spreadsheet functions. Clean email addresses, standardize formatting, and add any calculated fields you need for list segmentation.
Step 2. Create a list membership column.
Add a column that identifies which contacts should be added to your target static list. Use TRUE/FALSE values or create multiple columns if you want to populate several lists from the same import.
Step 3. Import or update your HubSpot contacts.
Use Coefficient’s INSERT operation for new contacts or UPDATE for existing ones. This gets your Excel data into HubSpot with proper contact matching to avoid duplicates.
Step 4. Use Contact List sync to automatically populate your static list.
Coefficient’s “Add contacts to lists” functionality reads your list membership column and automatically adds the appropriate contacts to your target static list. No manual list building required.
Step 5. Schedule ongoing updates if needed.
If your Excel data changes regularly, set up scheduled updates to maintain both contact data and list membership automatically.
Skip the manual list building step
Get startedThis automated approach eliminates the tedious process of creating lists after every import. Your contacts and lists stay in sync without manual intervention.with automated HubSpot list management today.
