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Accessing your HubSpot Calls data in Excel helps teams track sales activities, analyze conversation patterns, and improve follow-up strategies. With Coefficient, you can create a live connection to your HubSpot data instead of managing error-prone manual exports.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Use the Coefficient sidebar to select Import from HubSpot and choose Calls from the objects list
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Step 3:
Configure columns and filters as needed, then import the data
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Step 4:
Set up auto-refresh to keep your call data current automatically
How to Import HubSpot Calls into Excel: Step-by-Step Guide
Step 1: Install Coefficient and Connect to HubSpot
Before importing your calls data, you’ll need to install the Coefficient add-in and connect it to your HubSpot account.
- Open Excel and click the “Insert” tab in the ribbon
- Click “Get Add-ins” and search for “Coefficient” in the Office Add-ins store
- Install the Coefficient add-in
- Once installed, click on the Coefficient icon in your Excel ribbon to open the sidebar
- In the sidebar, click “Import” and select “HubSpot” from the list of available integrations
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Calls Data from HubSpot
Now that you’re connected to HubSpot, you can import your Calls data:
- In the Coefficient sidebar, select “Import from Objects” in the HubSpot integration menu
- Scroll through the available objects and select “Calls”
- Choose the specific call data fields you want to import (e.g., Call Title, Duration, Outcome, Notes, Associated Contact)
- Apply any filters to narrow down the data (optional)
- Select where in your Excel spreadsheet you want the data to appear
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh for Your Calls Data
To ensure your Excel spreadsheet always has the most up-to-date calls information, set up automatic refreshes:
- Click on any cell within your imported HubSpot Calls data
- In the Coefficient sidebar, click on the “Refresh” dropdown menu
- Select “Schedule Refresh” to open the scheduling options
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific days and times for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
With auto-refresh configured, your HubSpot Calls data will update automatically according to your schedule, ensuring you always have access to the latest information without manual intervention.
Using Your Imported HubSpot Calls Data in Excel
Once your calls data is imported, you can leverage Excel’s powerful features to analyze it:
- Create pivot tables to summarize call volumes by rep, outcome, or time period
- Build charts to visualize call activity trends
- Use Excel formulas to calculate metrics like call-to-meeting conversion rates
- Combine calls data with other imported HubSpot objects for comprehensive reporting
Objects Available in HubSpot
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Conclusion
Importing your HubSpot Calls data into Excel using Coefficient streamlines your sales analytics process. By following the steps outlined in this guide, you can establish a direct connection between HubSpot and Excel, eliminating manual exports and ensuring your data is always current.
The ability to automatically refresh your data and leverage Excel’s analytical capabilities gives you deeper insights into your team’s call activities and performance. Start using Coefficient today to transform how you work with your HubSpot Calls data in Excel.
Install Coefficient for ExcelReady to try it yourself?and connect to your HubSpot account to get started.
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