HubSpotYou can import Google Sheets data tolists using unique identifiers like email addresses or contact IDs for precise contact targeting and automated list management that maintains data consistency.
This approach enables dynamic list management where your spreadsheets serve as the master database for segmentation logic while HubSpot lists stay automatically synchronized.
Manage dynamic HubSpot lists using Coefficient
Coefficientprovides specialized Contact List Sync functionality that offers superior capabilities compared to HubSpot’s native list import, which can struggle with data consistency and duplicate management during bulk operations.
How to make it work
Step 1. Choose your list operation type.
Coefficient offers three distinct list operations: sync contacts (replace entire list contents), add contacts to existing lists, and remove contacts from lists. Select the operation that matches your list management needs.
Step 2. Set up unique identifiers in your Google Sheets.
Use email addresses, contact IDs, or other unique identifiers in your spreadsheet to precisely target contacts for list operations. Coefficient handles the matching process automatically, ensuring accurate contact identification.
Step 3. Configure bulk list updates for large datasets.
Process thousands of contacts simultaneously without hitting API rate limits that can affect manual list management. Coefficient optimizes bulk operations to handle large-scale list updates efficiently.
Step 4. Set up conditional list management.
Create conditional exports to add or remove contacts based on spreadsheet criteria. For example, automatically add contacts to a “High Value Prospects” list when their calculated score exceeds 80, or remove contacts when their engagement drops below a threshold.
Step 5. Automate list updates with scheduled sync.
Configure scheduled exports to keep your HubSpot lists automatically synchronized with your evolving Google Sheets data. This ensures your lists stay current without manual intervention.
Step 6. Validate identifiers before list operations.
Coefficient validates unique identifiers before performing list operations, preventing errors that could disrupt your integration workflow. This maintains list integrity and prevents accidental contact mismatches.
Streamline your list management workflow
Start managingThis method provides more flexible and reliable list management than native HubSpot tools while maintaining your spreadsheet-based segmentation logic.your HubSpot lists dynamically with Google Sheets data today.