Category: Outreach

Accessing your Outreach Ruleset 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 Ruleset data into Google Sheets using Coefficient.

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.

Step 2: Import Outreach Ruleset Data

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

• Select the “Ruleset” object from the available options.
• Choose the specific rulesets 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.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Ruleset 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.

Accessing your Outreach Role 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 Role data into Google Sheets using Coefficient.

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.

Step 2: Import Outreach Role Data

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

• Select the “Role” object from the available options.
• Choose the specific roles 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.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Role 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.

Accessing your Outreach Profile 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 Profile data into Google Sheets using Coefficient.

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.

Step 2: Import Outreach Profile Data

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

• Select the “Profile” object from the available options.
• Choose the specific profiles 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.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Profile 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.

Accessing your Outreach Opportunity 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 Opportunity Stage data into Google Sheets using Coefficient.

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.

Step 2: Import Outreach Opportunity Stage Data

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

• Select the “Opportunity Stage” object from the available options.
• Choose the specific opportunity 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.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Opportunity 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.

Accessing your Outreach Opportunity Prospect Role 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 Opportunity Prospect Role data into Google Sheets using Coefficient.

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.

Step 2: Import Outreach Opportunity Prospect Role Data

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

• Select the “Opportunity Prospect Role” object from the available options.
• Choose the specific prospect roles 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.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Opportunity Prospect Role 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.