Best HubSpot Excel Integration

Get more out of your HubSpot data

Two-way sync live data between your spreadsheets and Hubspot to automate reporting, improve performance and forecasting, and keep teams aligned.
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Why Coefficient?

Turn Excel into a
HubSpot reporting powerhouse

Automate reporting across the customer lifecycle

  • Connect HubSpot to Excek with a single click

  • Automatically import up-to-date contacts, deals, and activities

  • Instantly create reports and dashboards with live data

import data from hubspot to excel import data from hubspot to excel

"Great product for brining the power of sheets to HubSpot data! I love that you can combine HubSpot data with other sources get a good understanding of target accounts."

— Jamie Aliperti at Scuba

Boost Marketing and Sales performance

  • Track campaign performance and sales metrics in real-time

  • Use live insights to optimize strategies and forecasts

  • Schedule email and Slack alerts to stay on top of changes

set hubspot data on a refresh schedule in excel set hubspot data on a refresh schedule in excel

"This tool is a game changer for us. Finally, we can build the reports we need AND bring updated calculated properties back into HubSpot."

— Mike Goss at Figures

Unlock the full power of your spreadsheets

manipulate data from hubspot in excel manipulate data from hubspot in excel

"We do a lot of reporting and ad-hoc operations out of spreadsheets, and Coefficient has eliminated the burden of static data and repeated exports. It's a no brainer for us to have this in our tech stack."

— Beth Doran at Boclips

2-way sync for HubSpot

  • Contacts
  • Deals
  • Calls
  • Carts
  • Communications
  • Company List
  • Contact List
  • Deal List
  • Discounts
  • Emails

  • Companies
  • Tickets
  • Leads
  • Line Items
  • Meetings
  • Notes
  • Orders
  • Payments
  • Postal Mail
  • Products

Ready to dive in?

Connect your live HubSpot data to Excel in 3 minutes.

Get Started Free

HubSpot Reporting Templates

Launch pre-built templates in your spreadsheet and connect live data in one click.

TEMPLATES

HubSpot Sales Opportunity Template

Track your sales opportunity pipeline, and monitor sales targets for individuals and teams.

TEMPLATES

Full-Funnel Demand Gen Performance

Understand how your leads are moving through the funnel, how you’re tracking toward weekly and monthly plans, and how open opportunities are aging.

TEMPLATES

12-Month Sales Forecast Template

Monitor your sales pipeline and predict future performance. Gain visibility, improve performance, and forecast revenue accurately.

More Resources

BLOG

Automate Data from Spreadsheets to HubSpot

Why manually update HubSpot data if you don’t have to? Push records directly from your sheet.

BLOG

How to Get Around HubSpot’s API Limits

Learn how to strategically segment your data imports to ensure comprehensive data management without triggering the limit of 10,000 objects.

Import Data from HubSpot to Excel

See the full walkthrough
Install Coefficient on Excel and get started 30 seconds
Launch Coefficient from the File menu. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
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Connect to HubSpot 30 seconds
Select "Import From" in the Coefficient sidebar, and login to HubSpot to authorize the connection.
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Preview your data 30 seconds
Select the objects and you want to import and customize your layout in Import Preview.
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Run your import 30 seconds
Click the "Import" button and your data will populate in your spreadsheet.
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Set a schedule to refresh your data 30 seconds
Use the sidebar to set the frequency and time of day for automatic data refreshes.
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You’re done. Enjoy your data up to date. 30 seconds
All set! Now you can create and share as many custom imports as you want.
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Install Coefficient on Sheets and get started 30 seconds
Launch Coefficient from the Extensions menu, or click Add-ons > Get add-ons to install it from the marketplace.
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Connect to HubSpot 30 seconds
Select "Import From" in the Coefficient sidebar, and login to HubSpot to authorize the connection.
Video will be embedded here
Preview your data 30 seconds
Select the objects and you want to import and customize your layout in Import Preview.
Video will be embedded here
Run your import 30 seconds
Click the "Import" button and your data will populate in your spreadsheet.
Video will be embedded here
Set a schedule to refresh your data 30 seconds
Use the sidebar to set the frequency and time of day for automatic data refreshes.
Video will be embedded here
You’re done. Enjoy your data up to date. 30 seconds
All set! Now you can create and share as many custom imports as you want.
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We Always Keep
Your Data Secure

  • Coefficient does not save or store any of your
    data
  • Connect securely with Microsoft account
    credentials
  • Stay within the security protocols of your
    existing systems
Learn more about our commitment to data security
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About HubSpot

Complete suite for inbound marketing, sales, and customer service, designed to attract, engage, and delight customers at every stage.

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Connect your live HubSpot data to Excel in less than 60 seconds.
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