Bringing your Apollo Opportunities data into Excel lets you analyze your sales pipeline and improve forecasting. Coefficient connects Apollo directly to your spreadsheet seamlessly.
This guide shows you how to import your Apollo Opportunities data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect to your Apollo account.
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Step 2:
Step 2. Select Import from… and choose the Opportunities object.
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Step 3:
Step 3. Configure filters or select fields as needed and import into your Excel sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your pipeline data automatically updated.
Step-by-step guide
Follow these steps to get your Apollo Opportunities data into Excel.
Step 1: Install and Connect Coefficient
First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select Apollo when prompted to connect a data source.
Log in to your Apollo account and authorize Coefficient to access your data.
Step 2: Import Opportunities Data
With Apollo connected, click “Import from…” in the Coefficient sidebar.
Select Apollo as your source. Then, choose “Opportunities” from the list of available objects to import.
You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Opportunities data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest pipeline information from Apollo.
Available Apollo Objects
- Tasks
- Contacts
- Contact Stages
- Deals
- Lists
- Accounts
- Account Stages
- Organization Job Postings
- Sequences
- Tags
How to Import Sequences Data from Apollo into Excel
Analyzing Apollo Sequences data in Excel helps you evaluate the effectiveness of your outreach campaigns. Coefficient connects Apollo directly to your spreadsheet seamlessly.
This guide shows you how to import your Apollo Sequences data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect to your Apollo account.
-
Step 2:
Step 2. Select Import from… and choose the Sequences object.
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Step 3:
Step 3. Configure filters or select fields as needed and import into your Excel sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your sequence data automatically updated.
Step-by-step guide
Follow these steps to get your Apollo Sequences data into Excel.
Step 1: Install and Connect Coefficient
First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select Apollo when prompted to connect a data source.
Log in to your Apollo account and authorize Coefficient to access your data.
Step 2: Import Sequences Data
With Apollo connected, click “Import from…” in the Coefficient sidebar.
Select Apollo as your source. Then, choose “Sequences” from the list of available objects to import.
You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Sequences data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest sequence information from Apollo.
Available Apollo Objects
- Tasks
- Contacts
- Contact Stages
- Deals
- Lists
- Accounts
- Account Stages
- Organization Job Postings
- Sequences
- Tags
How to Import Tasks Data from Apollo into Excel
Getting your Apollo Tasks data into Excel allows you to track sales activities and manage workloads effectively. Coefficient connects Apollo directly to your spreadsheet.
This guide walks you through importing your Apollo Tasks data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and connect your Apollo account.
-
Step 2:
Step 2. Choose Import from… and select the Tasks object.
-
Step 3:
Step 3. Apply any necessary filters and import the data to your sheet.
-
Step 4:
Step 4. Set up an auto-refresh schedule to keep the data current.
Step-by-step guide
Follow these steps to bring your Apollo Tasks data into Excel.
Step 1: Install and Connect Coefficient
To start, install the Coefficient add-in in Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select Apollo when prompted to connect a data source.
Log in to your Apollo account and authorize Coefficient to access your data.
Step 2: Import Tasks Data
With Apollo connected, click “Import from…” in the Coefficient sidebar.
Select Apollo, then choose “Tasks” from the list of objects to import.
You can select specific task fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Tasks data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest task information from Apollo.
Available Apollo Objects
- Tasks
- Contacts
- Contact Stages
- Deals
- Lists
- Accounts
- Account Stages
- Organization Job Postings
- Sequences
- Tags