Managing Deal Split data from HubSpot in Excel gives sales teams powerful analytics capabilities and better revenue tracking. Instead of manually exporting this information, you can create a live connection that refreshes automatically.
In this guide, we’ll show you exactly how to import HubSpot Deal Split data into Excel using Coefficient.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
-
Step 2:
Select Import and choose Deal split from the available HubSpot objects
-
Step 3:
Configure columns, filters, and import your data into Excel
-
Step 4:
Set up auto-refresh to keep your data updated automatically
How to Import HubSpot Deal Split Data into Excel
Follow these steps to import your HubSpot Deal Split data directly 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 Add-ins section
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, open the Coefficient sidebar from the Home tab
- Click “Import” and select “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Select Deal Split Object and Configure Your Import
- In the Coefficient sidebar, click on “Import from HubSpot”
- Select “Objects” as the data source type
- Choose “Deal split” from the list of available objects
- Select the columns you want to import (e.g., Deal ID, Amount, Owner, Creation Date)
- Apply any filters if needed to narrow down your results
- Preview your data and click “Import” to bring it into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- Once your data is imported, click on the “Refresh” button in the Coefficient sidebar
- Select “Schedule refresh” to set up automatic updates
- Choose your preferred frequency: hourly, daily, or weekly
- Coefficient will now automatically update your Deal Split data according to your schedule
With these steps completed, you now have live HubSpot Deal Split data in your Excel spreadsheet that can be refreshed automatically!
Available HubSpot Objects and Data in Coefficient
Coefficient allows you to import a wide range of objects from HubSpot. Here’s a list of the available data you can access:
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 efficiently import and manage your HubSpot Deal Split data in Excel using Coefficient. This integration saves time, ensures data accuracy, and provides powerful analysis capabilities for your sales team.
How to Import Dealers Data from HubSpot into Excel
Managing your dealer network in HubSpot is essential, but analyzing this data in Excel gives you more flexibility for custom reporting and data visualization. Rather than manually exporting data that quickly becomes outdated, you can establish a live connection.
In this guide, you’ll learn how to import HubSpot Dealers data into Excel using Coefficient’s powerful data integration capabilities.
TLDR
-
Step 1:
Step 1: Install Coefficient from the Office Add-ins store in Excel
-
Step 2:
Step 2: Connect to your HubSpot account and select Dealers data to import
-
Step 3:
Step 3: Configure your data import preferences and import to Excel
-
Step 4:
Step 4: Set up auto-refresh to keep your dealer data updated automatically
Step-by-Step Guide to Import HubSpot Dealers Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
To begin importing your HubSpot Dealers data into Excel, you’ll first need to install the Coefficient add-in:
- Open Excel and navigate to the “Insert” tab in the ribbon
- Click on “Get Add-ins” to open the Office Add-ins store
- Search for “Coefficient” and click “Add” to install
- Once installed, click on the Coefficient icon to open the sidebar
- Click “Import” to see available data sources
- Select “HubSpot” from the list of connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Select and Import Your Dealers Data
After connecting to HubSpot, you can now select and import your Dealers data:
- In the Coefficient sidebar, click on “Import from HubSpot”
- Under Objects, select “Dealers” from the dropdown menu
- Choose the specific fields you want to import (like dealer name, location, sales volume, etc.)
- Apply any filters to narrow down your data if needed
- Click “Import” to bring your Dealers data into Excel
Step 3: Set Up Auto-Refresh for Your Data
To ensure your Excel spreadsheet always contains the most up-to-date information, set up auto-refresh for your imported Dealers data:
- Click on the imported data table
- In the Coefficient sidebar, click on “Set Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific days and times if needed
- Click “Save” to activate automatic refreshes
With auto-refresh enabled, your Excel spreadsheet will always reflect the latest data from your HubSpot Dealers object without any manual intervention.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot beyond just Dealers information. Here’s a complete 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
With Coefficient, managing your HubSpot Dealers data in Excel becomes a seamless process. By following the steps outlined in this guide, you can establish a reliable data pipeline that keeps your Excel spreadsheets in sync with your HubSpot data, enabling better decision-making and more efficient dealer management.
Get started with Coefficient for ExcelReady to streamline your HubSpot data workflows?today and transform how you work with your dealer data.
How to Import Demos Data from HubSpot into Excel
Tracking demo activities is crucial for understanding your sales pipeline and customer engagement. However, accessing and analyzing HubSpot Demos data in Excel can be challenging with traditional methods.
This guide shows you how to import your HubSpot Demos data directly into Excel using Coefficient, giving you real-time access to this valuable information for better reporting and analysis.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your HubSpot account through Coefficient
-
Step 3:
Select Demos from available objects
-
Step 4:
Configure your import settings and bring the data into Excel
-
Step 5:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing HubSpot Demos Data 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
- Click “Add” to install Coefficient to your Excel workbook
- Once installed, find and click on the Coefficient icon to open the sidebar
- Click “Import Data” and select “HubSpot” from the list of available connectors
- Log in with your HubSpot credentials when prompted
Step 2: Import HubSpot Demos Data into Excel
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “Demos” in the list of available objects
- Select the specific fields you want to import (e.g., demo date, contact, outcome, etc.)
- Apply any filters if needed to narrow down your data
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- Click on the “Automations” tab in the Coefficient sidebar
- Select “Auto-refresh” for your imported data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- You can also set up email or Slack notifications for data changes
- Click “Save” to activate your auto-refresh settings
Available HubSpot Objects in Coefficient
HubSpot offers a wide range of objects that you can import into Excel using Coefficient. Here’s a comprehensive list:
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
Frequently Asked Questions
With Coefficient, importing HubSpot Demos data into Excel becomes a seamless process that saves time and enhances your ability to analyze and report on your demo activities. Start leveraging this powerful integration today to make more informed decisions based on your demo performance.
How to Import Discounts Data from HubSpot into Excel
Tracking and analyzing HubSpot discount data is essential for understanding sales performance and promotion effectiveness. By importing this data directly into Excel, you can build custom reports and gain deeper insights without constant manual exports.
In this guide, you’ll learn how to seamlessly connect HubSpot to Excel and import Discounts data using Coefficient.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your HubSpot account to Coefficient
-
Step 3:
Select Discounts from the HubSpot objects list
-
Step 4:
Configure columns and filters as needed
-
Step 5:
Import the data to your Excel spreadsheet
-
Step 6:
Set up auto-refresh to keep discount data current
Step-by-Step Guide to Import HubSpot Discounts Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
To get started with importing HubSpot Discounts data into Excel:
- 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
- Click “Add” to install Coefficient
- Once installed, click on the Coefficient icon to open the sidebar
- Select “Import Data” from the menu
- Choose “HubSpot” from the list of available data sources
- Log in to your HubSpot account when prompted and authorize the connection
Step 2: Import Discounts Data from HubSpot
Once connected to HubSpot, follow these steps to import your Discounts data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse through the available HubSpot objects and select “Discounts”
- Choose the specific fields you want to import (e.g., discount name, amount, type, start date, end date, associated deals)
- Apply any filters if you only want to view specific discounts (optional)
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Discounts Data
To ensure your discount data stays current without manual updates:
- In your Excel spreadsheet with the imported data, click on the Coefficient sidebar
- Find your Discounts import in the imports list
- Click the three dots (…) and select “Configure Auto-Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times or days for the refresh to occur
- Click “Save” to activate automatic updates
With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date discount information from HubSpot, allowing you to monitor promotions and analyze their impact accurately.
Available HubSpot Objects in Coefficient
In addition to Discounts, Coefficient lets you import many other HubSpot objects. Here’s a comprehensive list of what’s available:
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
Importing HubSpot Discounts data into Excel with Coefficient streamlines your analytics process and ensures you always have access to current information. By following this guide, you can create powerful, auto-updating dashboards that provide valuable insights into your discount strategies and their impact on your business.
Get started with Coefficient todayReady to improve how you analyze your HubSpot discount data?and transform your Excel reporting workflow.
How to Import Forms Data from HubSpot into Excel
Having your HubSpot Forms data in Excel gives you powerful analysis capabilities for tracking conversion rates and optimizing lead generation. Rather than manually exporting this data, which quickly becomes outdated, you can create a live connection.
TLDR
-
Step 1:
Install Coefficient add-in from the Office Add-ins store
-
Step 2:
Connect your HubSpot account to Coefficient
-
Step 3:
Select Forms from the available HubSpot objects
-
Step 4:
Import your forms data into Excel
-
Step 5:
Set up auto-refresh to keep data current
How to Import HubSpot Forms Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel
- Insert tab Click on thein the ribbon
- Get Add-ins Select
- Coefficient Add Search forand click
- Once installed, open the Coefficient sidebar
- Import Data Click
- HubSpot Selectfrom the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Select and Import Forms Data
- Import from Objects In the Coefficient sidebar, select
- Forms From the available objects, locate and select
- Choose the specific forms data fields you want to import (e.g., form name, submission count, creation date)
- Apply any filters if needed (e.g., only active forms, forms created after a specific date)
- Import Clickto bring your HubSpot Forms data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- Refresh After importing your data, click on thebutton in the Coefficient sidebar
- Schedule Refresh Select
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Specify the time and days for the refresh to occur
- Save Clickto activate automated data updates
With these simple steps, you can now access and analyze your HubSpot Forms data directly in Excel. This integration eliminates manual exports and ensures your data is always current for reporting and analysis.
Available HubSpot Objects in Coefficient
How to Import Fundings Data from HubSpot into Excel
Accessing your HubSpot Fundings data in Excel allows finance and RevOps teams to analyze investment data more effectively, create custom reports, and integrate this crucial information with other business metrics.
Rather than manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.
TLDR
-
Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your HubSpot account
-
Step 2:
Step 2: Import HubSpot Fundings data by selecting the right object
-
Step 3:
Step 3: Set up auto-refresh to keep your data updated on your preferred schedule
-
Step 4:
Step 4: Build custom reports and dashboards with your Fundings data
Step-by-Step Guide to Import HubSpot Fundings Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
Begin by installing the Coefficient add-in for Excel:
- Open Excel and navigate 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 to your Excel
- Once installed, the Coefficient sidebar will appear in Excel
- Click on “Import from…” to see available data sources
- Select “HubSpot” from the list of connectors
- Follow the prompts to authorize and connect your HubSpot account
Step 2: Import Fundings Data from HubSpot
Now that you’ve connected HubSpot to Coefficient, follow these steps to import your Fundings data:
- In the Coefficient sidebar, select “Import from HubSpot”
- Choose “Objects” from the data import options
- Search for or scroll to find “Fundings” in the objects list
- Select the specific properties (columns) you want to import
- Apply any filters if needed to narrow down the data
- Click “Import” to pull the Fundings data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Fundings Data
To ensure your Fundings data stays up-to-date, set up an automated refresh schedule:
- Click on the menu icon (three dots) next to your imported data in the Coefficient sidebar
- Select “Auto-refresh” from the dropdown menu
- Choose your preferred refresh frequency (hourly, daily, weekly, or custom)
- Set the specific time or day for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
Available HubSpot Objects and Reports in Coefficient
Coefficient lets you import various HubSpot objects and datasets beyond just Fundings. Here’s a comprehensive list of what’s available:
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
Now that you know how to import HubSpot Fundings data into Excel using Coefficient, you can create powerful dashboards, perform in-depth analysis, and keep your funding information up-to-date automatically. This seamless integration saves time and ensures that your team always has access to the most current data for making informed business decisions.
How to Import Fundings Data from HubSpot into Google Sheets
Tracking funding data from HubSpot in Google Sheets helps teams analyze investment patterns, monitor financial milestones, and share insights across departments. But manually exporting this data is time-consuming and leads to outdated information.
This guide shows you how to create a live connection between HubSpot and Google Sheets to keep your funding data fresh and accurate.
TLDR
-
Step 1:
Install Coefficient from Google Workspace Marketplace and connect to HubSpot
-
Step 2:
Use the Coefficient sidebar to import Fundings data from HubSpot
-
Step 3:
Configure columns and filters to customize your data import
-
Step 4:
Set up auto-refresh to keep your funding data updated automatically
How to Import HubSpot Fundings Data 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
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from Google Workspace Marketplace
- Once installed, click Extensions > Coefficient > Launch to open the sidebar
- 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 Fundings Data from HubSpot
Now that you’re connected, you can import your Fundings data:
- In the Coefficient sidebar, select “Import from HubSpot”
- Choose “Objects” as the data type
- Select “Fundings” from the list of available objects
- Choose the specific properties (columns) you want to import
- Apply any filters if needed to narrow down your data
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
To keep your Fundings data up-to-date automatically:
- Click on the “…” menu next to your imported data
- Select “Refresh settings”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up email or Slack notifications for data changes
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your HubSpot Fundings data will stay current without manual updates. This ensures your team always works with the latest information for reporting and analysis.
Available HubSpot Objects 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 easily import your HubSpot Fundings data into Google Sheets using Coefficient. This integration enables you to create dynamic reports and dashboards that stay up-to-date automatically, saving you time and ensuring your team always has access to the latest information.
For more information on working with HubSpot data in spreadsheets, check out our related resources on connecting HubSpot to Google Sheets and exporting other HubSpot objects.
How to Import Goal Targets Data from HubSpot into Excel
Tracking your HubSpot Goal targets in Excel enables more customized analysis and better integration with other business data. Instead of manually transferring this crucial marketing performance data, you can establish a live connection that updates automatically.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your HubSpot account to Coefficient
-
Step 3:
Import Goal targets data into your Excel spreadsheet
-
Step 4:
Set up automated refreshes to keep your data current
How to Import HubSpot Goal Targets into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Launch Coefficient and click “Connect” next to HubSpot
- Log in to your HubSpot account and authorize Coefficient
Step 2: Import Goal Targets Data
- In the Coefficient sidebar, click “Import from…”
- Select “HubSpot” from the list of available connectors
- Choose “Goal targets” from the objects list
- Select the specific fields you want to import (e.g., goal name, target value, time period)
- Apply any filters if needed to narrow down your data
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- Click on the “…” menu next to your imported data
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Specify the time and days for the refresh to occur
- Click “Save” to activate automatic updates
With auto-refresh enabled, your Excel spreadsheet will always display the most current Goal targets data from HubSpot, eliminating manual updates and ensuring your analysis is based on the latest information.
Available HubSpot Objects and Reports in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a complete list of the objects available:
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 maintain a live connection between your HubSpot Goal targets and Excel, ensuring your marketing performance analysis is always based on current data. Coefficient eliminates the need for manual exports and provides powerful automation options to streamline your workflow.
How to Import Grant Data from HubSpot into Excel
Managing grants in HubSpot is essential for tracking funding opportunities, but analyzing this data in Excel provides additional flexibility for reporting and collaboration.
Instead of manual exports that quickly become outdated, you can establish a live connection between HubSpot and Excel.
TLDR
-
Step 1:
Install the Coefficient add-in from the Office Add-ins store
-
Step 2:
Connect your HubSpot account to Coefficient
-
Step 3:
Import your Grant data into Excel using Coefficients import wizard
-
Step 4:
Set up auto-refresh to keep your grant data current
Step-by-Step Guide to Import HubSpot Grant Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab in the ribbon
- Click on “Get Add-ins” in the Add-ins section
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install the Coefficient add-in
- Once installed, open the Coefficient sidebar by clicking on “Coefficient” in the Home tab
- Click “Import Data” to begin the data import process
- Select “HubSpot” from the list of available connectors
- Follow the prompts to authorize Coefficient to access your HubSpot account
Step 2: Import Grant Data into Excel
- In the Coefficient sidebar, select “Import from Objects”
- From the objects list, locate and select “Grant”
- Choose the specific Grant fields you want to import (e.g., Grant Name, Amount, Status, Due Date)
- Apply any filters to narrow down the data (optional)
- Click “Import” to bring your Grant data into Excel
- Your HubSpot Grant data will now appear in your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Grant Data (Optional)
- In the Coefficient sidebar, click on “Automations”
- Select “Auto-refresh” for the Grant data import
- Choose your preferred refresh schedule (hourly, daily, weekly)
- Set additional conditions if needed
- Click “Save” to activate the auto-refresh
With auto-refresh enabled, your Grant data will automatically update according to your schedule, ensuring you always have the latest information in your Excel spreadsheet without manual intervention.
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
Keep Your HubSpot Grant Data Fresh and Accessible in Excel
By following this guide, you’ve established a direct connection between your HubSpot Grant data and Excel. This integration enables you to perform more sophisticated analysis, create custom reports, and share insights with stakeholders more effectively.
With Coefficient’s auto-refresh capability, your data will always stay current without manual updates. You can also set up email notifications to alert team members when specific conditions are met, further streamlining your grant management process.
Get started with Coefficient’s HubSpot integration for ExcelReady to take your grant data analysis to the next level?today.
How to Import Households Data from HubSpot into Excel
Managing HubSpot Households data in Excel empowers you to analyze family relationships, track household-level metrics, and create custom reports that HubSpot’s native interface may not support.
In this guide, you’ll learn how to import your HubSpot Households data directly into Excel using Coefficient.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your HubSpot account to Coefficient
-
Step 3:
Import Households data using the Import feature
-
Step 4:
Set up auto-refresh to keep your data updated
Step-by-Step Guide to Import HubSpot Households into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and go to the Insert tab
- Click on Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar by clicking the Coefficient icon
- Click on “Import Data” and select “HubSpot” from the list of available connectors
- Follow the authentication process to connect your HubSpot account
Step 2: Import HubSpot Households Data
- In the Coefficient sidebar, select “Import from HubSpot”
- Choose “Objects” as the data type
- From the list of available objects, select “Households”
- Select the specific properties (columns) you want to import
- Add any filters if needed to narrow down the data
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- To keep your Households data up to date, click on the refresh icon next to your imported data
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Set the specific time for the refresh to occur
- Click “Save” to confirm your auto-refresh settings
Available HubSpot Objects and Data in Coefficient
Coefficient allows you to import a wide range of data from HubSpot beyond just Households. Here’s a comprehensive list of objects you can access:
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Households
- Invoicing plans
- Invoices
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings