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
ActiveCampaign Deals FAQ
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