How to Import HubSpot Emails Data into Excel

Managing and analyzing your HubSpot email campaigns is essential for evaluating your marketing performance. By importing HubSpot Emails data into Excel, you gain the flexibility to create custom reports and perform deeper analysis alongside other business data.

This guide will show you how to connect HubSpot to Excel and import your Emails data using Coefficient.

Step-by-Step Guide to Import HubSpot Emails into Excel

Step 1: Install Coefficient and Connect to HubSpot

Before importing HubSpot Emails data, you need to install Coefficient and connect it to your HubSpot account:

1. Open Excel and navigate to the Insert tab
2. Click on Get Add-ins
3. Search for “Coefficient” in the Office Add-ins store
4. Click Add to install Coefficient
5. Once installed, open Coefficient from the sidebar
6. Select “Import from HubSpot” from the available data sources
7. Log in to your HubSpot account when prompted and authorize Coefficient

Step 2: Select and Import Emails Data

After connecting to HubSpot, follow these steps to import your Emails data:

1. In the Coefficient sidebar, click “Import”
2. Select “HubSpot” from your connected data sources
3. Choose “Objects” from the import options
4. Select “Emails” from the list of available objects
5. Choose the specific fields you want to import (e.g., name, subject line, status, send date, click rate, open rate)
6. Apply any filters if needed to narrow down your data
7. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh for Your Email Data

To ensure your email data stays up-to-date, set up auto-refresh:

1. Click on the “…” menu next to your imported data
2. Select “Refresh settings”
3. Choose your preferred refresh frequency (hourly, daily, or weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to apply your auto-refresh settings

With auto-refresh enabled, your HubSpot email performance data will automatically update according to your schedule, ensuring you always have the latest information for analysis and reporting.

HubSpot Data Available for Import

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

Frequently Asked Questions

Start Importing Your HubSpot Emails Data Today

With Coefficient, importing HubSpot Emails data into Excel is straightforward and efficient. You can now analyze email performance metrics alongside other business data, create custom reports, and keep everything updated automatically.

Ready to streamline your marketing analytics? Install Coefficient today and start making better data-driven decisions with your HubSpot email campaigns.