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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing Apollo Deals data into Excel helps you manage and analyze your sales deals. Coefficient provides a direct connection to your spreadsheet.
This guide shows you how to import your Apollo Deals data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and link your Apollo account.
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Step 2:
Step 2. Click Import from… and choose the Deals object.
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Step 3:
Step 3. Configure filters or select specific fields and import the data.
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Step 4:
Step 4. Enable auto-refresh for automatic data updates on a schedule.
Step-by-step guide
Here is how to get your Apollo Deals data into Excel.
Step 1: Install and Connect Coefficient
First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. When asked to connect a data source, select Apollo.
Log in to your Apollo account and grant Coefficient access to your data.
Step 2: Import Deals Data
With Apollo connected, click “Import from…” in the Coefficient sidebar.
Select Apollo as your source. Then, choose “Deals” from the list of available objects to import.
You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Deals data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest deal information from Apollo.
Available Apollo Objects
- Tasks
- Contacts
- Contact Stages
- Deals
- Lists
- Accounts
- Account Stages
- Organization Job Postings
- Sequences
- Tags
Related Apollo Use Cases
How to Import Contacts Data from Apollo into Google Sheets
Learn how to easily import live Apollo Contacts data into Google Sheets using Coefficient for streamlined contact management and reporting.
How to Import Contact Stages Data from Apollo into Google Sheets
Learn how to easily import live Apollo Contact Stages data into Google Sheets using Coefficient for streamlined contact lifecycle analysis and reporting.
How to Import Deals Data from Apollo into Google Sheets
Learn how to easily import live Apollo Deals data into Google Sheets using Coefficient for streamlined deal tracking and sales reporting.
Frequently Asked Questions
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How to get Deals from Apollo?
Connect Apollo to Excel with Coefficient to import live Deals data, ensuring your spreadsheet reflects the latest deal information.
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How do I get a list of Deals in Apollo?
Use Coefficient to pull a complete list of Deals from Apollo into Excel for easy deal management and analysis.
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How do I import Deals from Excel to Apollo?
Coefficient supports two-way sync, allowing you to push updates from Excel back to Apollo effortlessly.
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How do I update Deals from Excel to Apollo?
Edit your Deals data in Excel and sync changes back to Apollo using Coefficient to keep your Apollo data up to date.
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How to automate importing Apollo Deals to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Deals data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
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