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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 and analyzing your HubSpot deals in Excel allows for deeper insights and better reporting flexibility. By connecting these systems, you can track deal progress, forecast revenue, and spot trends that may not be immediately visible in HubSpot alone.
This guide shows you how to create a direct connection between HubSpot and Excel using Coefficient.
TLDR
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Step 1:
Install Coefficient 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 Deals data to import from HubSpot into Excel
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Step 4:
Configure auto-refresh to keep your deal data current
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Step 5:
Set up optional alerts for key deal metrics
How to Import HubSpot Deals Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel on your computer
- Go to the Insert tab in the ribbon
- Click Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install Coefficient
- Once installed, click on the Coefficient icon in the Home tab
- In the Coefficient sidebar, click “Import from…”
- Select “HubSpot” from the list of available data sources
- Log in to your HubSpot account when prompted and authorize the connection
Step 2: Select and Import HubSpot Deals Data
- In the Coefficient data selector, choose “Objects” (not Reports)
- Select “Deals” from the list of available HubSpot objects
- Choose which deal properties you want to import (e.g., deal name, amount, stage, close date, owner)
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- Filter by creation date
- Filter by deal stage
- Filter by owner
- Filter by amount
- Click “Import” to bring your deals data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- With your imported data selected, click “Refresh” in the Coefficient sidebar
- Select “Schedule refresh” to set up automatic updates
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- Hourly: For time-sensitive deal tracking
- Daily: For regular updates at a specific time
- Weekly: For periodic review cycles
- Configure alerting options if you want notifications when deal data changes
- Click “Save” to activate your auto-refresh schedule
Now your HubSpot deals data will be available in Excel, where you can create pivot tables, charts, and custom calculations to gain deeper insights into your sales pipeline. The data will refresh according to your schedule without requiring manual exports or imports.
What You Can Do With HubSpot Deals Data in Excel
Once you’ve imported your deals data, you can:
- Create custom sales forecasts based on deal stages and close probabilities
- Build pipeline visualizations showing deal distribution across stages
- Analyze deal velocity and identify bottlenecks in your sales process
- Compare performance across sales reps or territories
- Track conversion rates between deal stages
- Establish custom KPIs not available in standard HubSpot reports
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
Related HubSpot Integrations
Looking to do more with your HubSpot data? Check out these related resources:
- How to Connect HubSpot to Google Sheets
- Export HubSpot Contacts to Excel or Google Sheets
- HubSpot Writebacks: How to Upload Data to HubSpot
- HubSpot for Google Sheets
- HubSpot for Excel
Conclusion
Importing your HubSpot deals data into Excel doesn’t have to be a complex, manual process. With Coefficient, you can create a live connection that keeps your spreadsheets updated automatically.
This approach gives you the best of both worlds: HubSpot’s powerful CRM capabilities and Excel’s flexible analysis tools. Start leveraging this integration today to gain deeper insights into your deals pipeline and make more informed sales decisions.
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.
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