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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.”
Managing contact data in HubSpot is essential for successful marketing and sales operations. But analyzing this data directly in Excel unlocks deeper insights and enables cross-functional reporting.
This guide shows you how to create a live connection between HubSpot and Excel so you can work with up-to-date contact information without manual exports.
TLDR
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Step 1:
Install Coefficient add-in from the Office Add-ins store
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Step 2:
Connect your HubSpot account to Coefficient
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Step 3:
Select and import Contacts data
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Step 4:
Set up auto-refresh to keep data current
How to Import HubSpot Contacts Data 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 click “Add”
- Once installed, open the Coefficient sidebar
- Click “Import” and select “Import from HubSpot”
- Sign in with your HubSpot credentials when prompted
Step 2: Select and Import Your Contacts Data
- In the Coefficient sidebar, select “Import from Objects”
- Choose “Contacts” from the object list
- Select the contact properties you want to import (e.g., First Name, Last Name, Email, etc.)
- Apply any filters if needed (e.g., only active contacts or contacts with specific properties)
- Click “Import” to bring the data into your Excel worksheet
Step 3: Set Up Auto-Refresh (Optional)
- Click the “⟳” refresh icon in the Coefficient sidebar
- Select “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly, etc.)
- Configure additional options like refresh notifications
- Click “Save” to activate the auto-refresh schedule
Once your data is imported, you can use Excel’s powerful features to analyze, visualize, and report on your HubSpot contacts. The auto-refresh feature ensures you’re always working with the most current information without manual updates.
Available HubSpot 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
Next Steps for Working with HubSpot Data in Excel
After importing your HubSpot Contacts data into Excel using Coefficient, you can create powerful reports and dashboards that combine contact information with data from other business systems.
For more advanced capabilities, explore Coefficient’s automation features to schedule regular data refreshes, set up alerts for important changes, and distribute reports to your team members automatically.
If you need to send updated information back to HubSpot, Coefficient’s writeback feature allows you to modify data in Excel and push those changes directly to your HubSpot account.
Related Resources
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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.
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