How to pull HubSpot contact data into Excel spreadsheets in real-time

using Coefficient excel Add-in (500k+ users)

Pull HubSpot contact data into Excel in real-time without row limits. Set up automated contact imports with custom filtering and live updates.

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HubSpot’s contact export functionality limits you to manual CSV downloads with a maximum of 1,000 contacts per export, requiring multiple manual exports and complex merging for large databases.

Here’s how to import all your contacts into Excel with real-time updates and no row limitations.

Import unlimited HubSpot contacts with real-time sync

Coefficienteliminates HubSpot’s export limitations by importing all contacts directly into Excel with real-time connectivity and advanced filtering options.

How to make it work

Step 1. Connect to HubSpot contacts through Coefficient’s sidebar.

Select “Contacts” object and choose specific contact properties including custom fields. Import all contacts regardless of database size (supports 50,000+ records minimum).

Step 2. Apply advanced filtering to segment contacts.

Use up to 25 filters across 5 filter groups to focus on specific contact segments. Filter by lifecycle stage, lead source, date ranges, or any custom properties.

Step 3. Include association data for complete contact records.

Pull related deals, companies, and tickets with contact records using Row Expanded display. This creates comprehensive contact profiles in your spreadsheet.

Step 4. Schedule automatic refreshes for real-time updates.

Set hourly or daily refreshes to capture new contacts and property changes. Configure Slack or email alerts when new contacts are added to your database.

Step 5. Use dynamic filtering for changeable criteria.

Point filter values to specific spreadsheet cells so you can modify criteria (date ranges, lifecycle stages) without recreating the entire import.

Step 6. Set up append mode for new contacts only.

Add only new contacts without overwriting existing data. Calculated columns like lead scoring and aging formulas automatically apply to new contact records.

Transform static exports into live contact management

StartReal-time contact imports enable dynamic contact analysis and management directly in Excel. Your contact data stays current while you maintain the flexibility to perform complex analysis and calculations that HubSpot can’t handle natively.importing your HubSpot contacts in real-time.

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