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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.”
Extracting contact information and routing emails based on spreadsheet criteria lets you automatically segment and direct contacts to appropriate email campaigns using complex filtering rules that update dynamically.
You’ll learn how to pull contact data from multiple sources, apply sophisticated routing criteria, and automatically assign contacts to email workflows based on your spreadsheet logic.
Extract and route contacts efficiently with Coefficient
CoefficientHubSpotexcels at contact information extraction and spreadsheet-based routing through its robust data import capabilities and conditional logic features, particularly when working withand other CRM systems.
How to make it work
Step 1. Set up comprehensive contact extraction.
Import contact data from HubSpot with full custom field selection, pulling exactly the properties needed for routing decisions. Extract data from multiple sources (Salesforce, databases, APIs) into a unified spreadsheet for routing analysis, supporting all contact object types with no maximum row limits.
Step 2. Create advanced routing criteria processing.
Apply up to 25 filters with AND/OR logic to segment contacts based on complex spreadsheet criteria. Use dynamic filtering that references specific cells containing routing rules, and handle association data to include related information like deals, companies, and activities in routing decisions.
Step 3. Implement intelligent data management.
Schedule automatic data refreshes to ensure routing decisions are based on current contact information. Use Snapshots to maintain historical routing data while continuing live extractions, and implement Formula Auto Fill Down to automatically apply routing logic to newly extracted contacts.
Step 4. Execute conditional routing and monitoring.
Set up conditional exports that route contacts only when specific spreadsheet criteria are met. Export routed contact segments directly to HubSpot Contact Lists for email campaign execution, and configure automated alerts triggered when new contacts meet routing criteria with real-time performance monitoring.
Streamline your contact routing workflow
Start extractingThis comprehensive approach transforms static spreadsheet criteria into dynamic, automated contact routing systems that scale with your database size and complexity requirements. Your email targeting becomes more precise and efficient.and routing contacts automatically today.
