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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.”
HubSpotImporting Excel contacts intoand creating static lists usually requires multiple manual steps: first importing contacts, then manually building lists from those imports.
Here’s how to automate both contact imports and static list creation in a single workflow that saves time and reduces errors.
Automate contact imports and list creation using Coefficient
Coefficienteliminates the manual back-and-forth between importing contacts and creating lists. Its Contact List Sync feature handles both tasks simultaneously, while scheduled imports keep your data current without any manual work.
HubSpot’sThe biggest advantage is automation.native import is a one-time process that requires you to manually create lists afterward. Coefficient can refresh your Excel data automatically (hourly, daily, or weekly) and update your contact lists at the same time.
How to make it work
Step 1. Connect your Excel file as a data source.
Open Coefficient and navigate to the “Connected Sources” menu. Add your Excel file containing the contact data you want to import and organize into lists.
Step 2. Set up the import with automatic field mapping.
Configure your import by mapping Excel columns to HubSpot contact properties. Coefficient automatically handles field alignment, preventing the mapping errors that often occur with native CSV uploads.
Step 3. Enable Contact List Sync during import setup.
Turn on Coefficient’s Contact List Sync feature to automatically create static lists as part of the import process. You can apply up to 25 filters with AND/OR logic to create multiple targeted lists from a single Excel file.
Step 4. Schedule automatic refreshes.
Set up scheduled imports to refresh automatically based on your needs. This keeps your contact lists current as your Excel data changes, something HubSpot’s one-time import can’t do.
Step 5. Add timestamp tracking for campaign attribution.
Use Coefficient’s “Append New Data” feature to track when each contact was added to your lists. This helps with campaign performance tracking and attribution that native HubSpot imports don’t provide.
Save time with automated contact list management
Try CoefficientThis automated approach eliminates manual list creation and keeps your contact data synchronized.to streamline your contact import and list management workflow.
