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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 native contact segmentation becomes complex when managing distinct user types, and pipeline management lacks sophisticated filtering for behavioral vs sales-driven contacts.
Here’s how to create automated workflows that maintain separate contact lists and trigger different pipeline processes based on dynamic user criteria.
Automate contact segmentation with dynamic list management
Coefficient ‘s Contact List Sync functionality creates automated workflows that maintain separate contact lists for product users and sales prospects based on dynamic criteria you define in spreadsheets.
How to make it work
Step 1. Import all contacts with behavioral and sales data.
Pull contact records from HubSpot along with product usage data, engagement scores, and sales stage information. This gives you the complete picture for each contact.
Step 2. Apply segmentation logic using spreadsheet formulas.
Create categorization rules based on multiple criteria like product usage thresholds, engagement levels, and sales activity. Use formulas like: =IF(AND(D2>50,E2=”Active”),”Product User”,IF(F2<>“”,”Sales Prospect”,”Unqualified”))
Step 3. Set up dynamic filtering with cell references.
Use Coefficient’s filtering capabilities to reference specific spreadsheet cells for flexible segmentation rules. This lets you adjust thresholds without rebuilding workflows – just change the cell value and your segmentation updates automatically.
Step 4. Sync contacts to appropriate lists automatically.
Use Coefficient’s Contact List operations to add or remove contacts from HubSpot lists based on your calculated segments. Set up scheduled syncs so list membership stays current as user behavior changes.
Step 5. Trigger different pipeline workflows based on list membership.
Configure HubSpot workflows to activate different processes when contacts join specific lists. Product users might enter nurturing sequences while sales prospects get assigned to reps for outreach.
Scale your segmentation beyond HubSpot’s limits
This approach provides more sophisticated segmentation logic than HubSpot’s native list criteria while maintaining automated synchronization. Build your advanced contact segmentation system today.
