)
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.”
Working with HubSpot Company lists in Excel allows marketing and sales teams to analyze segmented company data more effectively. Instead of manual exports that quickly become outdated, you can establish a live connection that automatically updates.
This guide will show you how to import Company lists from HubSpot directly into Excel using Coefficient.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your HubSpot account in Coefficient
-
Step 3:
Select Company lists from the available objects
-
Step 4:
Configure any filters and import your data
-
Step 5:
Set up auto-refresh to keep your data current
Step-by-Step Guide to Importing HubSpot Company Lists into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate 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 to open the sidebar
- Click “Import Data” in the Coefficient sidebar
- Select “HubSpot” from the list of available integrations
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Import Company Lists Data
- In the Coefficient sidebar, select “Import from HubSpot”
- Under “Select Data Type,” choose “Objects”
- Scroll through the list of available objects and select “Company lists”
- Choose the specific columns you want to import (or select “All Columns”)
- Apply any filters if needed to narrow down the data set
- Click “Import” to pull the data into your Excel worksheet
Step 3: Set Up Auto-Refresh (Optional)
- With your imported data, click on the “Refresh” button in the Coefficient sidebar
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Set the specific time for the refresh to occur
- Click “Save” to confirm your automatic refresh settings
Now your HubSpot Company lists data will be automatically refreshed according to your schedule, ensuring you always have the most up-to-date information in your Excel spreadsheet.
Available HubSpot Objects and Reports in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a list of the available objects you can access:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Forms
- Fundings
- Goal targets
- Grant
- Households
- Invoicing plans
- Invoices
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
Frequently Asked Questions
With Coefficient, importing and managing HubSpot Company lists in Excel becomes a seamless process that saves time and ensures your data is always up-to-date.
Ready to streamline your HubSpot data workflow? Install Coefficient today and transform how you work with your marketing and sales data in Excel.
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
