How to Import Sequences Data from Apollo into Excel

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

Learn how to import live Sequences data from Apollo into Excel using Coefficient for analyzing outreach sequences and performance.

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Analyzing Apollo Sequences data in Excel helps you evaluate the effectiveness of your outreach campaigns. Coefficient connects Apollo directly to your spreadsheet seamlessly.

This guide shows you how to import your Apollo Sequences 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 Sequences 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 sequence data automatically updated.

Step-by-step guide

Follow these steps to get your Apollo Sequences 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.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Sequences Data

With Apollo connected, click “Import from…” in the Coefficient sidebar.

Select Apollo as your source. Then, choose “Sequences” 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.

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Step 3: Set Up Auto-Refresh (Optional)

Keep your Sequences 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 sequence information from Apollo.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Apollo Objects

  • Tasks
  • Contacts
  • Contact Stages
  • Deals
  • Lists
  • Accounts
  • Account Stages
  • Organization Job Postings
  • Sequences
  • Tags

Frequently Asked Questions

  • How to get Sequences from Apollo?

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    Connect Apollo to Excel with Coefficient to import live Sequences data, ensuring your spreadsheet reflects the latest campaign information.

  • How do I get a list of Sequences in Apollo?

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    Use Coefficient to pull a complete list of Sequences from Apollo into Excel for easy sequence management and analysis.

  • How do I import Sequences from Excel to Apollo?

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    Coefficient supports two-way sync, allowing you to push updates from Excel back to Apollo effortlessly.

  • How do I update Sequences from Excel to Apollo?

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    Edit your Sequences data in Excel and sync changes back to Apollo using Coefficient to keep your Apollo data up to date.

  • How to automate importing Apollo Sequences to Google Sheets daily?

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    Set up scheduled auto-refresh in Coefficient to automatically update your Sequences data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.

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