)
Written by
Table of Contents
“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.”
Bringing your Apollo Opportunities data into Excel lets you analyze your sales pipeline and improve forecasting. Coefficient connects Apollo directly to your spreadsheet seamlessly.
This guide shows you how to import your Apollo Opportunities data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and connect to your Apollo account.
-
Step 2:
Step 2. Select Import from… and choose the Opportunities object.
-
Step 3:
Step 3. Configure filters or select fields as needed and import into your Excel sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your pipeline data automatically updated.
Step-by-step guide
Follow these steps to get your Apollo Opportunities data into Excel.
Step 1: Install and Connect Coefficient
First, install Coefficient for 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. Select Apollo when prompted to connect a data source.
Log in to your Apollo account and authorize Coefficient to access your data.
Step 2: Import Opportunities Data
With Apollo connected, click “Import from…” in the Coefficient sidebar.
Select Apollo as your source. Then, choose “Opportunities” 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 Opportunities 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 pipeline 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
-
How to get Opportunities from Apollo?
Connect Apollo to Excel with Coefficient to import live Opportunities data, ensuring your spreadsheet reflects the latest pipeline information.
-
How do I get a list of Opportunities in Apollo?
Use Coefficient to pull a complete list of Opportunities from Apollo into Excel for easy pipeline management and reporting.
-
How do I import Opportunities from Excel to Apollo?
Coefficient supports two-way sync, allowing you to push updates from Excel back to Apollo effortlessly.
-
How do I update Opportunities from Excel to Apollo?
Edit your Opportunities data in Excel and sync changes back to Apollo using Coefficient to keep your Apollo data up to date.
-
How to automate importing Apollo Opportunities to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Opportunities data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
Trusted By Over 50,000 Companies
