)
Written by
Table of Contents
“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.”
Salesforce cannot perform sophisticated data merging from external Excel sources, limiting your ability to create enriched contact datasets for targeted outreach. Your Excel behavioral data remains disconnected from CRM interaction history, preventing the unified intelligence needed for effective bulk campaigns.
Here’s how to match and merge Excel email data with CRM contacts to create comprehensive targeting datasets that combine the best of both data sources.
Create enriched contact datasets for targeted outreach using Coefficient
Coefficient provides sophisticated data matching and merging capabilities that combine Excel email data with Salesforce contact records. You can create enriched datasets that merge external behavioral intelligence with CRM interaction history for highly targeted bulk outreach campaigns.
How to make it work
Step 1. Import both Excel and Salesforce data into Google Sheets.
Use Coefficient to bring Excel email data and comprehensive CRM Contact data into a unified Google Sheets workspace. Import ALL available Salesforce fields including sales stage, account value, and interaction history alongside your Excel engagement scores and behavioral data.
Step 2. Apply advanced matching logic using multiple criteria.
Create sophisticated matching formulas using email address, name, company, or phone combinations for maximum accuracy. Use functions like =INDEX(MATCH()) to handle complex matching scenarios and =IFERROR() to manage unmatched records gracefully.
Step 3. Merge data to create unified targeting intelligence.
Combine Excel data like engagement scores and purchase history with CRM data including sales stage and account value. Create unified scoring formulas like =IF(AND(B2=”Opportunity”,C2>75),”High Priority”,”Standard”) that blend CRM sales stage with Excel behavioral scores.
Step 4. Create sophisticated segmentation based on merged data.
Build segments that combine both data sources, such as contacts in CRM “Opportunity” stage AND Excel purchase propensity scores above 80. Use Formula Auto Fill Down to automatically apply merging logic to new records during scheduled refreshes.
Step 5. Export enriched targeting data back to Salesforce.
Push merged targeting criteria back to CRM custom fields using UPSERT functionality. Set up ongoing synchronization to maintain current targeting data as both Excel and CRM data evolves, enabling dynamic outreach that responds to changes in both systems.
Start building enriched contact intelligence
This approach creates unified targeting intelligence that combines analytical flexibility with comprehensive contact management, something native CRM tools cannot achieve with external data sources. Begin merging your Excel and Salesforce data for better outreach today.
