Category: Outreach

How to Import Content Category Membership Data from Outreach into Excel

Bringing Content Category Membership records into Excel shows which contacts belong to each campaign category, letting you measure reach and engagement. This guide covers installation, import, and auto-refresh 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, click “Import from Objects” and select “Content Category Membership” under Outreach.

  • Step 3:

    Step 3. Apply any filters (e.g. category name, date), then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable scheduled auto-refresh to keep your membership data current.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more

How to Import Content Category Ownership Data from Outreach into Excel

Importing Content Category Ownership records into Excel lets you see who owns each campaign category—ideal for managing responsibilities and performance. This tutorial walks through installation, import, and scheduling with Coefficient.

TLDR

  • Step 1:

    Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins and install “Coefficient”.

  • Step 2:

    Step 2. Open Coefficient, select “Import from Objects”, then choose “Content Category Ownership” under Outreach.

  • Step 3:

    Step 3. Apply filters (e.g. owner, category) and click “Import”.

  • Step 4:

    Step 4. (Optional) Turn on auto-refresh for live ownership data.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more

How to Import Duty Data from Outreach into Excel

Importing Duty records from Outreach into Excel helps you map responsibilities across tasks and sequences. Follow this tutorial to set up Coefficient, import Duty data, and enable scheduled refreshes.

TLDR

  • Step 1:

    Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, find “Coefficient”, and install.

  • Step 2:

    Step 2. Open Coefficient, select “Import from Objects”, then choose “Duty” under Outreach.

  • Step 3:

    Step 3. Apply filters on duty type or owner, then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable auto-refresh to keep duty assignments up to date.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more

How to Import Email Address Data from Outreach into Excel

Importing Email Address records into Excel helps you manage contact lists, validate deliverability, and segment outreach. This guide walks through installing Coefficient, selecting the object, importing, and setting up refresh schedules.

TLDR

  • Step 1:

    Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins and install “Coefficient”.

  • Step 2:

    Step 2. Open Coefficient, select “Import from Objects”, then choose “Email Address” under Outreach.

  • Step 3:

    Step 3. Apply filters on status or domain, then click “Import”.

  • Step 4:

    Step 4. (Optional) Turn on auto-refresh to keep email lists up to date.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more

How to Import Favorite Data from Outreach into Excel

Importing Outreach Favorite records into Excel surfaces your starred contacts, templates, and sequences for easy review. This tutorial shows you how to install Coefficient, select Favorite, import your data, and automate refreshes.

TLDR

  • Step 1:

    Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins and install “Coefficient”.

  • Step 2:

    Step 2. Launch Coefficient, choose “Import from Objects”, and pick “Favorite” under Outreach.

  • Step 3:

    Step 3. Add filters on type or date, then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable auto-refresh for live favorites tracking.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more

How to Import Event Data from Outreach into Excel

Importing Outreach Event records into Excel lets you analyze meetings, demos, and other scheduled activities alongside your CRM data. In this guide, you’ll install Coefficient, select the Event object, import your data, and set up live refreshes.

TLDR

  • Step 1:

    Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins and install “Coefficient”.

  • Step 2:

    Step 2. Open Coefficient, click “Import from Objects”, then choose “Event” under Outreach.

  • Step 3:

    Step 3. Add filters on date range or type, then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable auto-refresh to keep your event data up to date.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more

How to Import Mail Alias Data from Outreach into Excel

Importing Mail Alias records into Excel helps you manage outreach from multiple sending addresses. This guide shows you how to install Coefficient, select Mail Alias, import your data, and set up auto-refresh.

TLDR

  • Step 1:

    Step 1. In Excel, navigate to Insert → Get Add-ins → My Add-ins and install “Coefficient”.

  • Step 2:

    Step 2. Open Coefficient, choose “Import from Objects”, and pick “Mail Alias” under Outreach.

  • Step 3:

    Step 3. Apply filters on alias or domain, then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable auto-refresh for live alias management.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more

How to Import Sequence Data from Outreach into Excel

Importing your Outreach Sequence records into Excel lets you measure cadence effectiveness, compare teams, and optimize outreach strategies. Follow this guide to install Coefficient, select the Sequence object, import your data, and automate 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. Launch Coefficient, choose “Import from Objects”, and pick “Sequence” under Outreach.

  • Step 3:

    Step 3. Add filters on status or team, then click “Import”.

  • Step 4:

    Step 4. (Optional) Schedule auto-refresh to keep sequence metrics live.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more

How to Import Mailbox Data from Outreach into Excel

Importing Mailbox records into Excel gives you visibility into connected inboxes, letting you track deliverability and response rates. This tutorial walks through installation, selection, import, and scheduling auto-refresh with Coefficient.

TLDR

  • Step 1:

    Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install it.

  • Step 2:

    Step 2. Open Coefficient, select “Import from Objects”, then choose “Mailbox” under Outreach.

  • Step 3:

    Step 3. Set filters on mailbox type or status, then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable scheduled auto-refresh to keep mailbox data live.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more

How to Import Opportunity Data from Outreach into Excel

Importing Outreach Opportunity records into Excel helps you visualize your pipeline, track deal progress, and share dashboards with stakeholders. This tutorial walks you through setup, import, and scheduling live updates using 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. Launch Coefficient, select “Import from Objects”, and pick “Opportunity” under Outreach.

  • Step 3:

    Step 3. Add filters on stage or owner, then hit “Import”.

  • Step 4:

    Step 4. (Optional) Schedule auto-refresh to keep your pipeline data current.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+21 more