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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.”
Working with HubSpot Client data in Excel lets you build custom reports, analyze client relationships, and share valuable insights across your organization. Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically updates.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your HubSpot account
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Step 3:
Select Import from… and choose Clients from the objects list
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Step 4:
Configure any desired filters and import data to your Excel spreadsheet
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Step 5:
Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Importing HubSpot Clients Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
Before you can import HubSpot Clients data, you’ll need to install the Coefficient add-in for Excel and connect it to your HubSpot account.
- Open Excel
- Click on the “Insert” tab in the ribbon
- Select “Get Add-ins”
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- Once installed, open the Coefficient sidebar
- Click “Import from…” to see available data sources
- Select “HubSpot” from the list of connectors
- Follow the prompts to authenticate your HubSpot account
Step 2: Import Clients Data from HubSpot
After connecting to HubSpot, you can now import your Clients data:
- In the Coefficient sidebar, with HubSpot selected, click “Import Data”
- Under “Select Data Type,” choose “Objects”
- From the objects list, select “Clients”
- Choose the specific client properties you want to import (or select “All Properties”)
- Apply any filters if needed (e.g., filter by creation date, specific properties, etc.)
- Click “Import” to bring your HubSpot Clients data into Excel
Step 3: Set Up Auto-Refresh (Optional)
Keep your HubSpot Clients data fresh without manual updates:
- In the Coefficient sidebar, click on the three dots next to your imported data
- Select “Configure Refresh”
- Choose your preferred refresh schedule (hourly, daily, weekly)
- Optionally, set up notifications for when data changes
- Click “Save” to activate the automatic refresh
With auto-refresh set up, your Excel spreadsheet will always contain the most up-to-date client information from HubSpot, ensuring your reports and analyses are based on current data.
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
- Partners
- Payments
Unlock the Full Potential of Your HubSpot Client Data in Excel
By importing your HubSpot Clients data into Excel using Coefficient, you’ve created a powerful foundation for deeper client analysis and reporting. You can now leverage Excel’s robust features to create pivot tables, charts, and custom formulas while maintaining a live connection to your HubSpot data.
Remember to use the auto-refresh feature to ensure your data stays current, and explore Coefficient’s other capabilities like data writeback to HubSpot and automated report distribution to further streamline your workflows.
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