How to Import Demos Data from HubSpot into Excel

Tracking demo activities is crucial for understanding your sales pipeline and customer engagement. However, accessing and analyzing HubSpot Demos data in Excel can be challenging with traditional methods.

This guide shows you how to import your HubSpot Demos data directly into Excel using Coefficient, giving you real-time access to this valuable information for better reporting and analysis.

Step-by-Step Guide to Importing HubSpot Demos Data 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
• Click “Add” to install Coefficient to your Excel workbook
• Once installed, find and click on the Coefficient icon to open the sidebar
• Click “Import Data” and select “HubSpot” from the list of available connectors
• Log in with your HubSpot credentials when prompted

Step 2: Import HubSpot Demos Data into Excel

• In the Coefficient sidebar, select “Import from Objects”
• Browse or search for “Demos” in the list of available objects
• Select the specific fields you want to import (e.g., demo date, contact, outcome, etc.)
• Apply any filters if needed to narrow down your data
• Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

• Click on the “Automations” tab in the Coefficient sidebar
• Select “Auto-refresh” for your imported data
• Choose your preferred refresh frequency (hourly, daily, weekly)
• You can also set up email or Slack notifications for data changes
• Click “Save” to activate your auto-refresh settings

Available HubSpot Objects in Coefficient

HubSpot offers a wide range of objects that you can import into Excel using Coefficient. Here’s a comprehensive list:

Frequently Asked Questions

With Coefficient, importing HubSpot Demos data into Excel becomes a seamless process that saves time and enhances your ability to analyze and report on your demo activities. Start leveraging this powerful integration today to make more informed decisions based on your demo performance.