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Managing deal lists in HubSpot is essential for sales teams, but analyzing this data in Excel can unlock deeper insights. Instead of manual exports that quickly become outdated, you can create a direct connection between HubSpot and Excel.
In this guide, you’ll learn how to import your HubSpot Deal Lists data into Excel and keep it automatically updated.
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: Select Deal lists from the available HubSpot objects
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Step 3:
Step 3: Choose the specific deal lists you want to import
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Step 4:
Step 4: Set up auto-refresh to keep your data current
Step-by-Step Guide to Importing HubSpot Deal Lists into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and go to the Insert tab
- Click “Get Add-ins” and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Launch Coefficient from the Home tab
- In the Coefficient sidebar, click “Import” and select “Import from HubSpot”
- Connect your HubSpot account by logging in with your credentials
Step 2: Select Deal Lists from HubSpot Objects
- In the Coefficient import panel, select “Import HubSpot Objects”
- Browse the available objects and click on “Deal lists”
- You’ll see a list of all available deal lists in your HubSpot account
- Choose the specific deal lists you want to import by checking the boxes next to them
- Select the fields you want to include in your import (such as list name, deal count, created date, etc.)
Step 3: Configure and Complete the Import
- Click “Next” to preview your data before importing
- Choose where in your Excel spreadsheet you want the data to appear
- Click “Import” to bring your HubSpot Deal Lists data into Excel
- To keep your data fresh, set up an auto-refresh schedule by clicking on the imported table and selecting “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly) to ensure you’re always working with the most current data
Available HubSpot Objects in Coefficient
Coefficient allows you to import various object types from HubSpot. Here’s a complete list of what you can access:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Invoices
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
Frequently Asked Questions
By following this guide, you’ll be able to seamlessly import your HubSpot Deal Lists into Excel using Coefficient. This integration allows you to analyze your deals more effectively, create custom reports, and keep your data automatically updated.
For more advanced reporting needs, you can combine your Deal Lists data with other HubSpot objects or even data from other business systems that Coefficient supports.
Related HubSpot Use Cases
How to Import ARR Data from HubSpot into Google Sheets
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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.
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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