)
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 HubSpot Companies data directly into Excel helps streamline business operations and enables deeper analysis without constant manual exports. With the right tool, you can create live reports that update automatically.
In this guide, we’ll show you exactly how to import HubSpot Companies data into Excel using Coefficient.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your HubSpot account
-
Step 3:
Select Companies from the HubSpot objects menu
-
Step 4:
Import the data and set up auto-refresh to keep it updated
Step-by-Step Guide to Importing HubSpot Companies Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and go to the Insert tab
- Click on “Get Add-ins”
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, click on the Coefficient icon in your Excel ribbon to open the sidebar
- In the sidebar, click “Import” and then select “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted
Step 2: Select and Import Companies Data
- After connecting to HubSpot, you’ll see a list of available data objects
- Select “Companies” from the list of available objects
- Choose the specific company properties (fields) you want to import
- Apply any filters if needed (like company size, location, or industry)
- Click “Import” to bring the data into your Excel sheet
Step 3: Set Up Auto-Refresh (Optional)
- To keep your data updated automatically, click the “Schedule Refresh” button
- Choose your preferred refresh schedule (hourly, daily, weekly, etc.)
- You can also set up alerts to notify you when specific data conditions are met
- Save your settings to ensure your Companies data stays current
That’s it! Your HubSpot Companies data will now be available directly in Excel for analysis, reporting, or sharing with teammates. The best part? It’s a live connection that can update automatically on your schedule.
Available HubSpot Data in Coefficient
Coefficient allows you to import various types of data from HubSpot into Excel. Below is a list of the available objects you can access:
Objects
- 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
Frequently Asked Questions
With Coefficient’s HubSpot integration, you can transform how you work with your company data in Excel. Instead of manual exports and imports that quickly become outdated, you’ll have a live connection that stays current and provides reliable insights for decision-making.
Try Coefficient for ExcelReady to streamline your HubSpot Companies data workflow?today and experience the difference automation makes.
Related HubSpot Use Cases
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
Trusted By Over 50,000 Companies
