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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.”
Getting your Apollo Tasks data into Excel allows you to track sales activities and manage workloads effectively. Coefficient connects Apollo directly to your spreadsheet.
This guide walks you through importing your Apollo Tasks data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect your Apollo account.
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Step 2:
Step 2. Choose Import from… and select the Tasks object.
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Step 3:
Step 3. Apply any necessary filters and import the data to your sheet.
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Step 4:
Step 4. Set up an auto-refresh schedule to keep the data current.
Step-by-step guide
Follow these steps to bring your Apollo Tasks data into Excel.
Step 1: Install and Connect Coefficient
To start, 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. 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 Tasks Data
With Apollo connected, click “Import from…” in the Coefficient sidebar.
Select Apollo, then choose “Tasks” from the list of objects to import.
You can select specific task fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Tasks data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest task 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 Tasks from Apollo?
Connect Apollo to Excel with Coefficient to import live Tasks data, ensuring your spreadsheet reflects the latest activity information.
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How do I get a list of Tasks in Apollo?
Use Coefficient to pull a complete list of Tasks from Apollo into Excel for easy task management and reporting.
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How do I import Tasks 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 Tasks from Excel to Apollo?
Edit your Tasks 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 Tasks to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Tasks data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
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