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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.”
Accessing your HubSpot Contact Lists in Excel allows marketing and sales teams to analyze campaign performance, segment audiences, and create custom reports that HubSpot’s native reporting may not offer.
Instead of manual exports that quickly become outdated, you can establish a live connection that keeps your data fresh and actionable.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Step 2: Use the Import feature to select Contact Lists from HubSpot
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Step 3:
Step 3: Configure any desired filters and import the data into your spreadsheet
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Step 4:
Step 4: Set up auto-refresh to keep your data updated on a schedule
Step-by-Step Guide to Import HubSpot Contact Lists into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store and install it
- Once installed, open the Coefficient sidebar and click “Import from…”
- Select “HubSpot” from the list of available connectors
- Log in to your HubSpot account and authorize Coefficient to access your data
Step 2: Select and Import Contact Lists
- In the Coefficient sidebar, after connecting to HubSpot, select “Objects”
- From the objects list, find and select “Contact lists”
- Choose the specific contact list(s) you want to import
- Configure any filters to narrow down the data (optional)
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- To keep your data fresh, click on “Automations” in the Coefficient sidebar
- Select “Auto-refresh” for your imported Contact Lists data
- Choose your preferred refresh frequency: hourly, daily, or weekly
- Configure any notification settings for refresh activities
- Click “Save” to activate the auto-refresh schedule
Available HubSpot Data in Coefficient
Coefficient allows you to import various types of data from HubSpot into Excel. Below is a list of available objects you can access:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
Common Questions About Importing HubSpot Contact Lists to Excel
Enhance Your HubSpot Data Management
By connecting your HubSpot Contact Lists to Excel using Coefficient, you’ve unlocked powerful new capabilities for data analysis and reporting. Now you can blend your marketing data with information from other systems, build custom dashboards, and share insights with stakeholders—all while ensuring your data remains current.
Take advantage of the auto-refresh feature to maintain data accuracy without manual intervention, and explore Coefficient’s other capabilities for building comprehensive marketing analytics within your familiar Excel environment.
connecting HubSpot to Google Sheetsuploading data to HubSpotFor more ways to leverage your HubSpot data, check out our guides onor.
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