Accessing your Outreach Call Disposition 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 Call Disposition data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.
-
Step 2:
Step 2. Select Import from… and choose Outreach, then select the Call Disposition object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Call Disposition data updated automatically on your preferred schedule.
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 Call Disposition Data
After connecting, you’ll see options for importing data from Outreach.
- Select the “Call Disposition” object from the available options.
- Choose the specific call dispositions 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 Call Disposition 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.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
How to Import Call Purpose Data from Outreach into Google Sheets
Accessing your Outreach Call Purpose 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 Call Purpose data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.
-
Step 2:
Step 2. Select Import from… and choose Outreach, then select the Call Purpose object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Call Purpose data updated automatically on your preferred schedule.
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 Call Purpose Data
After connecting, you’ll see options for importing data from Outreach.
- Select the “Call Purpose” object from the available options.
- Choose the specific call purposes 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 Call Purpose 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.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
How to Import Compliance Request Data from Outreach into Google Sheets
Accessing your Outreach Compliance Request 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 Compliance Request data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.
-
Step 2:
Step 2. Select Import from… and choose Outreach, then select the Compliance Request object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Compliance Request data updated automatically on your preferred schedule.
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 Compliance Request Data
After connecting, you’ll see options for importing data from Outreach.
- Select the “Compliance Request” object from the available options.
- Choose the specific compliance requests 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 Compliance Request 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.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
How to Import Content Category Data from Outreach into Google Sheets
Accessing your Outreach Content Category data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.
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 Content Category data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Outreach account.
-
Step 2:
Step 2. Select Import from… and choose Outreach, then select the Content Category object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Content Category data updated automatically on your preferred schedule.
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 Content Category Data
After connecting, you’ll see options for importing data from Outreach.
- Select the “Content Category” object from the available options.
- Choose the specific content categories 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 Content Category 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.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
How to Import Call Data from Outreach into Excel
Importing your Outreach Call records into Excel helps you track call volume, analyze outcomes, and optimize team performance. This step-by-step guide shows you how to set up Coefficient, pull in Call data, and automate updates.
TLDR
-
Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, find “Coefficient”, and install it.
-
Step 2:
Step 2. Open Coefficient, select “Import from Objects”, then choose “Call” under Outreach.
-
Step 3:
Step 3. Set filters on date range or disposition, then click “Import”.
-
Step 4:
Step 4. (Optional) Enable scheduled auto-refresh to keep call metrics current.
What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite
How to Import Call Disposition Data from Outreach into Excel
Importing Call Disposition records from Outreach into Excel gives you a clear picture of call outcomes so you can optimize follow-up strategies. This guide walks through installation, selection, import, and scheduling with Coefficient.
TLDR
-
Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.
-
Step 2:
Step 2. Open Coefficient, choose “Import from Objects”, and pick “Call Disposition” under Outreach.
-
Step 3:
Step 3. Apply filters on disposition type or date, then click “Import”.
-
Step 4:
Step 4. (Optional) Enable auto-refresh to keep disposition data current.
What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite
How to Import Account Data from Outreach into Excel
Bringing your Outreach Account records into Excel lets you blend CRM insights with your spreadsheets for customer segmentation, revenue forecasting, and team collaboration. This guide covers installation, connection, import, and live refresh setup with Coefficient.
TLDR
-
Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search for “Coefficient” and install it.
-
Step 2:
Step 2. Open the Coefficient pane, choose “Import from Objects”, and select “Account” under Outreach.
-
Step 3:
Step 3. Apply any filters (e.g. region, status) and click “Import” to pull your Account data.
-
Step 4:
Step 4. (Optional) Enable auto-refresh on your desired schedule to keep data up to date.
What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite
How to Import Compliance Request Data from Outreach into Excel
Importing Compliance Request records into Excel helps you track audit items, approvals, and governance actions. This guide covers installing Coefficient, selecting the object, importing data, and setting up automated refreshes.
TLDR
-
Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.
-
Step 2:
Step 2. Open Coefficient, choose “Import from Objects”, and select “Compliance Request” under Outreach.
-
Step 3:
Step 3. Apply filters on request type or status, then click “Import”.
-
Step 4:
Step 4. (Optional) Enable scheduled auto-refresh to keep compliance data live.
What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite
How to Import Call Purpose Data from Outreach into Excel
Importing Call Purpose data from Outreach into Excel helps you understand why calls are made—whether prospecting, follow-up, or support. This tutorial guides you through installing Coefficient, selecting the object, importing data, and automating updates.
TLDR
-
Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.
-
Step 2:
Step 2. Open Coefficient, choose “Import from Objects”, and select “Call Purpose” under Outreach.
-
Step 3:
Step 3. Add filters on purpose type or date, then click “Import”.
-
Step 4:
Step 4. (Optional) Turn on auto-refresh to maintain live purpose insights.
What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite
How to Import Content Category Data from Outreach into Excel
Importing Content Category records from Outreach into Excel helps you segment campaigns by type—such as email templates, sequences, or snippets—for clearer performance insights. This guide covers install, import, and auto-refresh steps.
TLDR
-
Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.
-
Step 2:
Step 2. Open Coefficient, select “Import from Objects”, then choose “Content Category” under Outreach.
-
Step 3:
Step 3. Apply filters on category name or type, then click “Import”.
-
Step 4:
Step 4. (Optional) Schedule auto-refresh to keep categories up to date.
What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite