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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.”
Matching Excel email addresses with existing CRM contacts for mass campaigns is tricky because Salesforce native import tools often create duplicates or miss matches entirely. The platform’s standard Data Import Wizard lacks sophisticated matching logic and field access limitations make the process even more complex.
Here’s how to create a unified data environment that performs reliable email matching and enables seamless mass email campaigns using your existing contact data.
Match Excel emails with Salesforce contacts using Coefficient
Coefficient solves this contact matching challenge by creating a unified workspace in Google Sheets where you can perform sophisticated email address matching operations that native Salesforce cannot handle effectively. You get access to ALL Salesforce contact fields without permission restrictions, plus advanced matching capabilities that prevent duplicate creation.
How to make it work
Step 1. Import your Salesforce contact data into Google Sheets.
Use Coefficient to pull all Contact records from Salesforce, including Email, Contact ID, and any relevant campaign fields. This gives you complete access to your CRM data without the field limitations that plague standard import tools.
Step 2. Add your Excel email list to the same Google Sheet.
Copy your Excel email data into the same workspace or use Coefficient’s import capabilities if your Excel data is stored in a cloud location. Having both datasets in one place enables advanced matching operations.
Step 3. Create advanced matching logic using Google Sheets formulas.
Use VLOOKUP, INDEX/MATCH, or XLOOKUP functions to match email addresses between your datasets. For example: =VLOOKUP(A2,SalesforceData!B:F,5,FALSE) to match emails and return campaign eligibility flags. This level of matching sophistication is impossible with Salesforce’s native import tools.
Step 4. Export matched results back to Salesforce using UPSERT.
Configure Coefficient’s scheduled export feature to UPDATE existing Contact records with new segmentation flags or campaign criteria. The UPSERT functionality uses email as an External ID, preventing duplicate contact creation that often occurs with standard import processes.
Step 5. Set up automated synchronization for ongoing campaigns.
Schedule daily or weekly exports to maintain ongoing synchronization between your Excel criteria and CRM contact records. This enables automated mass email campaigns based on external data sources without manual intervention.
Start matching your contact data today
This approach eliminates duplicate risk while giving you access to ALL Salesforce contact fields and sophisticated matching capabilities that native tools simply can’t provide. Get started with Coefficient to streamline your contact matching and campaign processes.
