How to Import Deals Data from ActiveCampaign into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Learn how to import live Deals data from ActiveCampaign into Google Sheets using Coefficient for better sales pipeline management and reporting.

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Bringing your ActiveCampaign Deals data into Google Sheets helps you track your sales pipeline, analyze deal stages, and build custom reports.

Instead of manual exports, you can set up a live connection that updates automatically.

This guide shows you how to import your ActiveCampaign Deals data into Google Sheets using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Google Workspace Marketplace and connect your ActiveCampaign account.

  • Step 2:

    Step 2. Select Import from… and choose the Deals object from ActiveCampaign.

  • Step 3:

    Step 3. Configure your import settings and pull the data into your sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your deals data current automatically.

Importing your ActiveCampaign Deals data into Google Sheets is simple with Coefficient. Follow these steps to get started:

Step 1: Install and Connect Coefficient

First, you need to add Coefficient to your Google Sheet.

  • Open Google Sheets.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find ActiveCampaign in the list of connectors. You’ll be guided to connect your ActiveCampaign account securely.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ActiveCampaign Deals Data

After connecting, you’ll see options for importing data from ActiveCampaign.

  • Select “Objects”.
  • Choose “Deals” from the list of available objects.

You can then select specific fields, apply filters, and sort the data before importing. Once ready, click the “Import” button.

Your ActiveCampaign Deals data will load directly into your Google Sheet.

Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Deals data in Google Sheets always up to date, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

  • Click the “Refresh” button or the three-dot menu next to your import.
  • Select “Schedule Refresh”.
  • Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from ActiveCampaign based on your schedule.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available ActiveCampaign Objects

  • Groups
  • Tags
  • Users
  • Accounts
  • Contacts
  • Campaigns
  • Messages
  • Lists

Frequently Asked Questions

  • How to get Deals from ActiveCampaign?

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    You can manually export Deals data from ActiveCampaign, but this takes time and the data quickly goes out of date. Coefficient connects directly to ActiveCampaign, letting you import live Deals data into Google Sheets easily.

  • How do I get a list of Deals in ActiveCampaign?

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    ActiveCampaign shows your deals, but getting a full list into a spreadsheet for analysis is tricky. Coefficient pulls a complete list of Deals from ActiveCampaign right into Google Sheets, making analysis simple.

  • How do I import Deals from Google Sheets to ActiveCampaign?

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    ActiveCampaign allows manual deal creation, but bulk imports from spreadsheets are complex. Coefficient supports two-way sync, enabling you to create new deals in Google Sheets and push them directly into ActiveCampaign.

  • How do I update Deals from Google Sheets to ActiveCampaign?

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    Updating deals in ActiveCampaign usually requires manual edits or complex tools. With Coefficient’s two-way sync, you can edit your ActiveCampaign Deals data directly within Google Sheets and push those changes back to ActiveCampaign effortlessly.

  • How to automate importing ActiveCampaign Deals to Google Sheets daily?

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    Keeping deal data current manually is hard. Coefficient’s auto-refresh feature can update your ActiveCampaign Deals data in Google Sheets automatically every day, hour, or week.

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