Marketing teams need quick access to campaign performance data to make informed decisions. Importing HubSpot Marketing Activities into Google Sheets allows you to analyze your marketing efforts alongside other business data.
This guide shows you how to create a live connection between HubSpot and Google Sheets using Coefficient, eliminating manual exports and ensuring your data stays current.
TLDR
-
Step 1:
Install Coefficient from Google Workspace Marketplace and connect to your HubSpot account
-
Step 2:
Use the Coefficient sidebar to import Marketing Activities data from HubSpot
-
Step 3:
Configure columns and filters to customize your data import
-
Step 4:
Set up auto-refresh to keep your marketing data updated automatically
Step-by-Step Guide to Import HubSpot Marketing Activities into Google Sheets
Step 1: Install Coefficient and Connect to HubSpot
First, you’ll need to install the Coefficient add-on and connect it to your HubSpot account:
- Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Marketing Activities Data
Now that you’re connected to HubSpot, you can import your Marketing Activities data:
- In the Coefficient sidebar, select “Import from Objects”
- From the list of available objects, locate and select “Marketing activities”
- Choose the specific fields you want to import (e.g., name, type, status, created date, etc.)
- Apply any filters to narrow down the data if needed
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your marketing data stays current, set up an automatic refresh schedule:
- In your Google Sheet, click on any cell within your imported data
- Open the Coefficient sidebar and click on the “…” menu for your import
- Select “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly)
- Set specific times and days for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your marketing activities data will update automatically according to your schedule, ensuring you always have the most current information for analysis and reporting.
Available HubSpot Objects and Reports in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a list of available objects you can import:
Objects
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Frequently Asked Questions
By following this guide, you can seamlessly import your HubSpot Marketing Activities data into Google Sheets and leverage Coefficient’s powerful features to keep your data fresh, automate reporting, and gain deeper insights into your marketing performance.
comprehensive guideupload data back to HubSpotFor more information on connecting HubSpot with Google Sheets, check out ouror learn how tofrom your spreadsheets.
How to Import Subscriptions Data from HubSpot into Excel
Managing your HubSpot subscriptions effectively requires access to organized, up-to-date data. Importing subscription information into Excel enables better tracking, analysis, and decision-making for your marketing and revenue operations teams.
In this guide, you’ll learn how to create a live connection between HubSpot and Excel to maintain real-time visibility into your subscription data.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your HubSpot account through Coefficient
-
Step 3:
Import Subscriptions data by selecting it from the objects list
-
Step 4:
Configure auto-refresh settings to keep data updated
-
Step 5:
Customize your Excel report with the imported data
Step-by-Step Guide to Import HubSpot Subscriptions into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store and install it
- Once installed, open the Coefficient sidebar in Excel
- Click “Import” and select “HubSpot” from the list of available data sources
- Follow the prompts to connect your HubSpot account
Step 2: Import Subscriptions Data
- In the Coefficient sidebar, select “Import from Object”
- From the list of available HubSpot objects, scroll down and select “Subscriptions”
- Choose the specific fields you want to import (e.g., subscription ID, status, start date, end date, renewal date, etc.)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the data into your Excel worksheet
Step 3: Set Up Auto-Refresh (Optional)
- With your data imported, click on the “Refresh” button in the Coefficient sidebar
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
- Set any additional conditions for the auto-refresh
- Click “Save” to activate automatic data updates
With these steps complete, you now have a live connection to your HubSpot Subscriptions data in Excel. You can build custom reports, visualize trends, and share insights with your team using familiar Excel tools and features.
Available HubSpot Objects in Coefficient
In addition to Subscriptions, Coefficient allows you to import various other HubSpot objects to Excel for comprehensive reporting and analysis.
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
Conclusion
By following this guide, you’ll be able to seamlessly import and analyze your HubSpot Subscriptions data in Excel. With Coefficient’s automated refresh capabilities, you can ensure your subscription insights are always up-to-date, helping your team make informed decisions about customer relationships and revenue opportunities.
How to Import ARR Data from HubSpot into Excel
Tracking Annual Recurring Revenue (ARR) from HubSpot in Excel allows finance and revenue operations teams to analyze subscription performance and predict future revenue streams.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection with Coefficient that automatically refreshes your ARR data.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
-
Step 2:
Use Coefficients sidebar to import ARR data from HubSpot into Excel
-
Step 3:
Configure and apply filters to get exactly the ARR data you need
-
Step 4:
Set up auto-refresh to keep your ARR data updated automatically
Step-by-Step Guide to Import HubSpot ARR Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel
- Go to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, open the Coefficient sidebar
- Click “Import Data” and select “HubSpot” from the list of available connectors
- Sign in to your HubSpot account when prompted
Step 2: Select ARR Data to Import
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “ARR” in the list of available objects
- Select the fields you want to import (e.g., Company Name, ARR Amount, Contract Start Date, Renewal Date)
- Apply any filters to narrow down your data set (e.g., filter by date range or specific customer segments)
- Click “Import” to bring the ARR data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- To keep your ARR data up-to-date, click on the “Auto-refresh” option in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly, or monthly)
- Set specific times for the refresh to occur
- You can also enable email notifications to alert you when the data updates
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot beyond just ARR. Here’s a comprehensive list of the objects you can import:
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Frequently Asked Questions
Get started with Coefficient’s HubSpot integration for ExcelReady to streamline your HubSpot ARR data management in Excel?today and transform how you track and analyze your recurring revenue.
How to Import Calls Data from HubSpot into Excel
Accessing your HubSpot Calls data in Excel helps teams track sales activities, analyze conversation patterns, and improve follow-up strategies. With Coefficient, you can create a live connection to your HubSpot data instead of managing error-prone manual exports.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
-
Step 2:
Use the Coefficient sidebar to select Import from HubSpot and choose Calls from the objects list
-
Step 3:
Configure columns and filters as needed, then import the data
-
Step 4:
Set up auto-refresh to keep your call data current automatically
How to Import HubSpot Calls into Excel: Step-by-Step Guide
Step 1: Install Coefficient and Connect to HubSpot
Before importing your calls data, you’ll need to install the Coefficient add-in and connect it to your HubSpot account.
- Open Excel and click the “Insert” tab in the ribbon
- Click “Get Add-ins” and search for “Coefficient” in the Office Add-ins store
- Install the Coefficient add-in
- Once installed, click on the Coefficient icon in your Excel ribbon to open the sidebar
- In the sidebar, click “Import” and select “HubSpot” from the list of available integrations
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Calls Data from HubSpot
Now that you’re connected to HubSpot, you can import your Calls data:
- In the Coefficient sidebar, select “Import from Objects” in the HubSpot integration menu
- Scroll through the available objects and select “Calls”
- Choose the specific call data fields you want to import (e.g., Call Title, Duration, Outcome, Notes, Associated Contact)
- Apply any filters to narrow down the data (optional)
- Select where in your Excel spreadsheet you want the data to appear
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh for Your Calls Data
To ensure your Excel spreadsheet always has the most up-to-date calls information, set up automatic refreshes:
- Click on any cell within your imported HubSpot Calls data
- In the Coefficient sidebar, click on the “Refresh” dropdown menu
- Select “Schedule Refresh” to open the scheduling options
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific days and times for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
With auto-refresh configured, your HubSpot Calls data will update automatically according to your schedule, ensuring you always have access to the latest information without manual intervention.
Using Your Imported HubSpot Calls Data in Excel
Once your calls data is imported, you can leverage Excel’s powerful features to analyze it:
- Create pivot tables to summarize call volumes by rep, outcome, or time period
- Build charts to visualize call activity trends
- Use Excel formulas to calculate metrics like call-to-meeting conversion rates
- Combine calls data with other imported HubSpot objects for comprehensive reporting
Objects Available in HubSpot
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Conclusion
Importing your HubSpot Calls data into Excel using Coefficient streamlines your sales analytics process. By following the steps outlined in this guide, you can establish a direct connection between HubSpot and Excel, eliminating manual exports and ensuring your data is always current.
The ability to automatically refresh your data and leverage Excel’s analytical capabilities gives you deeper insights into your team’s call activities and performance. Start using Coefficient today to transform how you work with your HubSpot Calls data in Excel.
Install Coefficient for ExcelReady to try it yourself?and connect to your HubSpot account to get started.
How to Import Communications Data from HubSpot into Excel
Accessing your HubSpot Communications data in Excel helps marketing and sales teams track customer interactions effectively. Instead of manual downloads that quickly become outdated, you can create a live connection that updates automatically.
In this guide, you’ll learn how to import HubSpot Communications data into Excel using Coefficient.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your HubSpot account
-
Step 3:
Select Communications as the data object to import
-
Step 4:
Configure columns and filters as needed
-
Step 5:
Set up auto-refresh schedules to keep data current
Step-by-Step Guide to Import HubSpot Communications into Excel
Step 1: Install Coefficient and Connect to HubSpot
First, you’ll need to install the Coefficient add-in and connect it to your HubSpot account.
- Open Excel
- Go to the Insert tab
- Click on “Get Add-ins”
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, open the Coefficient sidebar
- Click “Import Data” and select “HubSpot” from the list of connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Select and Import Communications Data
Now that you’re connected to HubSpot, you can import your Communications data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse through the available objects and select “Communications”
- Choose which fields you want to import (like type, subject, status, created date, etc.)
- Apply any filters if needed to narrow down the data set
- Select where in your Excel sheet you want the data to appear
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh for Real-Time Data
Keep your HubSpot Communications data fresh by setting up automatic refreshes:
- In your Excel sheet, click on the imported data range
- In the Coefficient sidebar, click on “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to enable automatic updates
With auto-refresh enabled, your HubSpot Communications data will stay current without manual intervention. This ensures you’re always working with the latest information.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot beyond just Communications. Here’s a list of available objects you can access:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Forms
- Fundings
- Goal targets
- Grant
- Households
- Invoicing plans
- Invoices
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
Frequently Asked Questions
By following this guide, you’ll be able to efficiently import your HubSpot Communications data into Excel, allowing for better analysis and reporting. The live connection ensures your data stays up-to-date, and the automation features save you valuable time.
For more advanced features, explore Coefficient’s data transformation tools, which allow you to manipulate and present your HubSpot data in more meaningful ways directly in Excel.
How to Import Contact Lists Data from HubSpot into Excel
Accessing your HubSpot Contact Lists in Excel allows marketing and sales teams to analyze campaign performance, segment audiences, and create custom reports that HubSpot’s native reporting may not offer.
Instead of manual exports that quickly become outdated, you can establish a live connection that keeps your data fresh and actionable.
TLDR
-
Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your HubSpot account
-
Step 2:
Step 2: Use the Import feature to select Contact Lists from HubSpot
-
Step 3:
Step 3: Configure any desired filters and import the data into your spreadsheet
-
Step 4:
Step 4: Set up auto-refresh to keep your data updated on a schedule
Step-by-Step Guide to Import HubSpot Contact Lists into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store and install it
- Once installed, open the Coefficient sidebar and click “Import from…”
- Select “HubSpot” from the list of available connectors
- Log in to your HubSpot account and authorize Coefficient to access your data
Step 2: Select and Import Contact Lists
- In the Coefficient sidebar, after connecting to HubSpot, select “Objects”
- From the objects list, find and select “Contact lists”
- Choose the specific contact list(s) you want to import
- Configure any filters to narrow down the data (optional)
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- To keep your data fresh, click on “Automations” in the Coefficient sidebar
- Select “Auto-refresh” for your imported Contact Lists data
- Choose your preferred refresh frequency: hourly, daily, or weekly
- Configure any notification settings for refresh activities
- Click “Save” to activate the auto-refresh schedule
Available HubSpot Data in Coefficient
Coefficient allows you to import various types of data from HubSpot into Excel. Below is a list of available objects you can access:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
Common Questions About Importing HubSpot Contact Lists to Excel
Enhance Your HubSpot Data Management
By connecting your HubSpot Contact Lists to Excel using Coefficient, you’ve unlocked powerful new capabilities for data analysis and reporting. Now you can blend your marketing data with information from other systems, build custom dashboards, and share insights with stakeholders—all while ensuring your data remains current.
Take advantage of the auto-refresh feature to maintain data accuracy without manual intervention, and explore Coefficient’s other capabilities for building comprehensive marketing analytics within your familiar Excel environment.
connecting HubSpot to Google Sheetsuploading data to HubSpotFor more ways to leverage your HubSpot data, check out our guides onor.
How to Import Credit Data from HubSpot into Excel
Managing credit data across HubSpot and Excel can be challenging when you’re constantly exporting CSVs that quickly become outdated. A direct connection between these platforms streamlines your financial processes and ensures data accuracy.
In this guide, you’ll learn how to import HubSpot Credit data directly into Excel using Coefficient for real-time reporting.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your HubSpot account
-
Step 3:
Select Credit data from HubSpot objects
-
Step 4:
Import the data and set up auto-refresh schedules
Step-by-Step Guide to Importing HubSpot Credit Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel
- Go to the Insert tab in the ribbon
- Click on Get Add-ins
- Search for “Coefficient” and click “Add”
- Once installed, Coefficient will appear in your sidebar
- Click on “Import” in the Coefficient sidebar
- Select “Import from HubSpot”
- Log in to your HubSpot account when prompted
- Authorize Coefficient to access your HubSpot data
Step 2: Import Credit Data from HubSpot
- In the Coefficient import panel, select “Objects” as the data type
- From the dropdown menu, select “Credit”
- Choose the specific Credit fields you want to import (e.g., amount, date, customer, etc.)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the Credit data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional but Recommended)
- Click on the “Auto-refresh” button in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate automatic data updates
That’s it! Your HubSpot Credit data is now available in Excel and will stay updated according to your refresh settings. You can now create custom reports, charts, and analysis using familiar Excel tools while working with the most current data.
Available HubSpot Objects and Reports in Coefficient
Coefficient allows you to import various data types from HubSpot. Here’s a list of the available objects you can import:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Invoicing plans
- Invoices
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
Frequently Asked Questions
Get started with Coefficient for ExcelReady to streamline your HubSpot Credit data management?today and transform how you work with HubSpot data.
How to Import Custom Objects Data from HubSpot into Excel
Custom objects in HubSpot store specialized business data that doesn’t fit standard objects. Bringing this data into Excel lets you analyze it alongside other information for more comprehensive business insights.
This guide shows you how to import HubSpot custom objects into Excel using Coefficient, creating a live connection that keeps your data fresh.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your HubSpot account
-
Step 3:
Import custom objects data via the Coefficient sidebar
-
Step 4:
Set up auto-refresh to keep data updated automatically
How to Import HubSpot Custom Objects into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and go to the Insert tab
- Click on “Get Add-ins” in the Add-ins section
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- After installation, open the Coefficient sidebar and click “Import Data”
- Select “HubSpot” from the list of available connectors
- Log in with your HubSpot credentials when prompted
Step 2: Import Custom Objects Data
- In the Coefficient sidebar, click on “Import from HubSpot”
- Select “Objects” from the import options
- Choose “Custom objects” from the list of available objects
- Select the specific custom object you want to import
- Choose the properties (columns) you want to include
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the data into your Excel worksheet
Step 3: Set Up Auto-Refresh (Optional)
- Click the “Refresh” button in the Coefficient sidebar to manually update your data
- To set up automatic refreshes, click the “⚙️” icon next to the “Refresh” button
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times and days for refreshes if needed
- Click “Save” to apply your auto-refresh settings
Now you have successfully imported your HubSpot custom objects data into Excel. You can analyze this data, create reports, or use Excel formulas to derive insights that help your business decisions.
HubSpot Data Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
Conclusion
Importing HubSpot custom objects into Excel using Coefficient gives you the flexibility to work with your specialized business data in a familiar spreadsheet environment. By following the steps in this guide, you can easily create a direct connection between HubSpot and Excel that keeps your data fresh and accurate.
Whether you’re building custom reports, performing data analysis, or creating dashboards, having your HubSpot custom objects data in Excel opens up numerous possibilities for gaining deeper insights into your business operations.
Related Resources
How to Import Deal History Data from HubSpot into Excel
Tracking deal history in HubSpot is essential for understanding sales pipeline movement and team performance. But analyzing this data directly in HubSpot can be limiting.
By importing your HubSpot Deal History into Excel, you can perform deeper analysis and create custom reports that align with your specific business needs.
TLDR
-
Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your HubSpot account
-
Step 2:
Step 2: Use the Coefficient sidebar to import Deal History data
-
Step 3:
Step 3: Configure columns and filters for your Deal History data
-
Step 4:
Step 4: Set up automatic refreshes to keep your Deal History data current
How to Import HubSpot Deal History Data into Excel
Follow these steps to import your HubSpot Deal History data into Excel using Coefficient:
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click “Get Add-ins” and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, click the Coefficient icon in your Excel ribbon to open the sidebar
- Select “Import from…” and choose “HubSpot” from the list of available connectors
- Log in to your HubSpot account and authorize Coefficient to access your data
Step 2: Import Deal History Data
- In the Coefficient sidebar, select “Import from HubSpot”
- Under “Objects,” locate and select “Deal history”
- You’ll see a preview of available fields that you can import
- Select the specific fields you need (e.g., deal ID, status changes, amount changes, etc.)
- Click “Next” to proceed
Step 3: Configure and Refresh Your Data
- Apply any necessary filters to narrow down your deal history data
- Choose where in your Excel workbook you want the data to appear
- Click “Import” to bring your HubSpot Deal History data into Excel
- To keep your data up-to-date, click the “Auto-refresh” button in the Coefficient sidebar
- Set your preferred refresh schedule (hourly, daily, weekly) to ensure you’re always working with the latest deal history information
With your HubSpot Deal History data now in Excel, you can create custom reports, track deal progression over time, and gain deeper insights into your sales pipeline performance.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a list of the available objects you can import:
Objects
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Frequently Asked Questions
Get started with Coefficient for ExcelReady to streamline your HubSpot Deal History analysis?today and unlock deeper insights into your sales pipeline performance.
How to Import Deal Lists Data from HubSpot into Google Sheets
Accessing your HubSpot Deal lists in Google Sheets helps sales teams track performance, forecast revenue, and share critical deal information across departments. But manually exporting this data is time-consuming and quickly becomes outdated.
This guide shows you how to create a live connection between HubSpot and Google Sheets that automatically refreshes your deal data.
TLDR
-
Step 1:
Install Coefficient from the Google Workspace Marketplace
-
Step 2:
Connect your HubSpot account to Google Sheets
-
Step 3:
Import Deal lists data using Coefficients HubSpot connector
-
Step 4:
Set up auto-refresh to keep your data current
-
Step 5:
Build custom reports and dashboards with your live HubSpot deal data
How to Import HubSpot Deal Lists into Google Sheets
Follow these simple steps to import your HubSpot Deal lists data into Google Sheets using Coefficient:
Step 1: Install Coefficient and Connect to HubSpot
- Open Google Sheets and create a new spreadsheet or use an existing one
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, click on Extensions > Coefficient > Launch to open the Coefficient sidebar
- In the sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Import Deal Lists Data
- In the Coefficient sidebar, select “Objects” as the data type
- From the list of available objects, find and select “Deal lists”
- Choose the specific deal list(s) you want to import
- Select the fields you want to include in your import (e.g., deal name, amount, stage, close date)
- Apply any filters if needed to narrow down your data
- Click “Import” to bring your HubSpot Deal lists data into Google Sheets
Step 3: Set Up Auto-Refresh (Optional)
- To keep your data fresh, click on the “Refresh” button in the Coefficient data card
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Optionally, set up email or Slack notifications for when data refreshes or meets certain conditions
- Click “Save” to activate your auto-refresh schedule
That’s it! Your HubSpot Deal lists data is now in Google Sheets and will stay updated according to your refresh schedule. You can now create custom reports, charts, and dashboards using this data.
Available HubSpot Data in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a list of the available objects you can import:
Objects
- Arr
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Contracts
More Objects
- Leads
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
Frequently Asked Questions
Conclusion
Importing your HubSpot Deal lists into Google Sheets with Coefficient gives you the flexibility to create custom reports and dashboards while ensuring your data stays current. The auto-refresh feature eliminates the need for manual exports, saving you time and reducing the risk of working with outdated information.
By combining the power of HubSpot’s deal management with Google Sheets’ analytical capabilities, your sales team can gain deeper insights into pipeline health, forecast more accurately, and make data-driven decisions with confidence.
Get started with Coefficient’s HubSpot integration for Google SheetsReady to streamline your HubSpot reporting?today.