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Tracking ActiveCampaign Deals in Excel helps sales teams monitor pipeline progress and forecast revenue more accurately. With direct data integration, you can analyze deals across stages and make informed decisions.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account
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Step 2:
Step 2: Select Import from Objects and choose Deals from ActiveCampaign
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Step 3:
Step 3: Configure your data preferences and import the deals data
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Step 4:
Step 4: Set up auto-refresh to keep your pipeline data updated automatically
Step-by-Step Guide to Importing ActiveCampaign Deals
Step 1: Install and Connect Coefficient
Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:
- Open Excel and navigate to the Insert tab in the ribbon
- Click on “Get Add-ins” to open the Office Add-ins store
- Search for “Coefficient” and click “Add” to install the add-in
- After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
- Click on “Import from…” in the Coefficient sidebar
- Select “ActiveCampaign” from the list of available connectors
- Follow the authentication prompts to connect your ActiveCampaign account
Step 2: Import Deals Data
Now that you’re connected to ActiveCampaign, you can import your deals data:
- In the Coefficient sidebar, under ActiveCampaign, select “Objects”
- From the available objects list, select “Deals”
- Configure which deal fields you want to include (title, value, owner, stage, status, etc.)
- Choose any filters you’d like to apply to your data (e.g., specific pipelines, stages, date ranges)
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your ActiveCampaign deals data stays current:
- With your imported data selected, click on “Automations” in the Coefficient sidebar
- Select “Auto-refresh” to open the scheduling options
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
Available ActiveCampaign Data
Objects
- Groups
- Tags
- Users
- Accounts
- Contacts
- Campaigns
- Messages
- Lists
Related ActiveCampaign Use Cases
How to Import Users Data from ActiveCampaign into Google Sheets
Learn how to import live Users data from ActiveCampaign into Google Sheets using Coefficient for better user management and reporting.
How to Import Tags Data from ActiveCampaign into Google Sheets
Learn how to import live Tags data from ActiveCampaign into Google Sheets using Coefficient for better tag management and reporting.
How to Import Groups Data from ActiveCampaign into Google Sheets
Learn how to import live Groups data from ActiveCampaign into Google Sheets using Coefficient for better group management and reporting.
ActiveCampaign Deals FAQ
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How to get Deals from ActiveCampaign?
In ActiveCampaign, you can access deals by navigating to the Deals tab in the main menu, which shows your pipeline view. However, this interface limits your ability to perform detailed analysis across multiple deal attributes and stages. Coefficient allows you to import all your ActiveCampaign deals data directly into Excel, where you can create custom reports, visualizations, and conduct in-depth analysis of your sales pipeline.
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How do I get a list of Deals in ActiveCampaign?
To get a comprehensive list of deals in ActiveCampaign, you would need to export data from the Deals section, which provides a static snapshot with limited fields that quickly becomes outdated. With Coefficient, you can import a complete list of all your deals with all their attributes directly into Excel and keep the data current with automatic refreshes.
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How to automate importing ActiveCampaign Deals to Excel daily?
Traditionally, automating ActiveCampaign data imports requires either manual daily exports or building custom scripts using the ActiveCampaign API, both time-consuming options. Coefficient’s auto-refresh feature makes this process simple by allowing you to schedule automatic data updates on your preferred schedule without any coding knowledge required.
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How do I download Deals data from ActiveCampaign?
ActiveCampaign allows you to export deal data as CSV files, but this requires manual steps each time you want updated pipeline information. Using Coefficient, you can establish a direct connection between ActiveCampaign and Excel that makes downloading deals data a one-click process, with options to refresh automatically.
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How to send email alerts about Deals data from ActiveCampaign?
Setting up alerts for ActiveCampaign deals typically requires either manual monitoring or custom development work to create notification systems. Coefficient includes built-in alert functionality that can monitor your imported deals data and automatically send email notifications when specific conditions are met, such as deals moving stages or approaching close dates.
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