Category: Outreach

How to Import User Data from Outreach into Google Sheets

Accessing your Outreach User data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach User data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the User object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your User data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach User Data

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

  • Select the “User” object from the available options.
  • Choose the specific users you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach User data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

How to Import Template Data from Outreach into Google Sheets

Accessing your Outreach Template data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Template data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the Template object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your Template data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach Template Data

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

  • Select the “Template” object from the available options.
  • Choose the specific templates you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Template data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

How to Import Team Data from Outreach into Google Sheets

Accessing your Outreach Team data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Team data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the Team object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your Team data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach Team Data

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

  • Select the “Team” object from the available options.
  • Choose the specific teams you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Team data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

How to Import Task Priority Data from Outreach into Google Sheets

Accessing your Outreach Task Priority data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Task Priority data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the Task Priority object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your Task Priority data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach Task Priority Data

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

  • Select the “Task Priority” object from the available options.
  • Choose the specific task priorities you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Task Priority data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

How to Import Task Data from Outreach into Google Sheets

Accessing your Outreach Task data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Task data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the Task object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your Task data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach Task Data

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

  • Select the “Task” object from the available options.
  • Choose the specific tasks you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Task data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

How to Import Stage Data from Outreach into Google Sheets

Accessing your Outreach Stage data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Stage data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the Stage object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your Stage data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach Stage Data

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

  • Select the “Stage” object from the available options.
  • Choose the specific stages you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Stage data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

How to Import Snippet Data from Outreach into Google Sheets

Accessing your Outreach Snippet data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Snippet data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the Snippet object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your Snippet data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach Snippet Data

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

  • Select the “Snippet” object from the available options.
  • Choose the specific snippets you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Snippet data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

How to Import Sequence Template Data from Outreach into Google Sheets

Accessing your Outreach Sequence Template data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Sequence Template data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the Sequence Template object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your Sequence Template data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach Sequence Template Data

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

  • Select the “Sequence Template” object from the available options.
  • Choose the specific sequence templates you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Sequence Template data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

How to Import Sequence Step Data from Outreach into Google Sheets

Accessing your Outreach Sequence Step data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Sequence Step data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the Sequence Step object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your Sequence Step data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach Sequence Step Data

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

  • Select the “Sequence Step” object from the available options.
  • Choose the specific sequence steps you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Sequence Step data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

How to Import Sequence State Data from Outreach into Google Sheets

Accessing your Outreach Sequence State data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Sequence State data into Google Sheets using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose Outreach, then select the Sequence State object.

  • Step 3:

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

  • Step 4:

    Step 4. Set up auto-refresh to keep your Sequence State data updated automatically on your preferred schedule.

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

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

  • 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 Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 2: Import Outreach Sequence State Data

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

  • Select the “Sequence State” object from the available options.
  • Choose the specific sequence states you want to import.
  • You can apply filters, select specific columns, and preview the data before importing.
  • Click “Import” to pull the data into your active Google Sheet tab.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Sequence State data current, 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 Outreach based on your schedule.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more