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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.”
Analyzing HubSpot Events data in Excel enables marketers to gain deeper insights into customer interactions and campaign performance. By connecting these platforms, you’ll unlock powerful analysis capabilities while maintaining data accuracy.
TLDR
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Step 1:
Install Coefficient from the Microsoft Office Add-ins store
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Step 2:
Connect to your HubSpot account
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Step 3:
Select Events data to import
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Step 4:
Configure filters and import options
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Step 5:
Set up auto-refresh for real-time data updates
How to Import HubSpot Events 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 install from the Office Add-ins store
- Launch Coefficient from the sidebar
- Click “Import from…” and select “HubSpot” from the list of available connectors
- Log in with your HubSpot credentials and authorize Coefficient
Step 2: Select and Import HubSpot Events Data
- From the import menu, select “Events” from the list of HubSpot objects
- Choose the specific Events data fields you want to include in your Excel sheet
- Apply any filters to narrow down your data (e.g., date range, event type, etc.)
- Click “Import” to pull the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- Click on the Coefficient sidebar and select the “Automations” tab
- Choose “Auto-refresh” for your imported HubSpot Events data
- Set your preferred refresh schedule (hourly, daily, weekly)
- Configure optional notifications to alert team members when data updates
Now your HubSpot Events data will be available in Excel, allowing you to create custom reports, dashboards, and perform advanced analysis. With auto-refresh enabled, you’ll always have access to the most current information.
Objects
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Conclusion
Importing HubSpot Events data into Excel using Coefficient provides marketing teams with powerful analytical capabilities. Instead of being limited by HubSpot’s native reporting, you can now create custom dashboards and reports that meet your specific needs.
By following this guide, you’ve learned how to establish a live connection between HubSpot and Excel, ensuring your data stays fresh and accurate. The auto-refresh feature eliminates manual updates, saving valuable time and reducing the risk of errors.
Get started with Coefficient’s HubSpot integration for ExcelReady to unlock more insights from your HubSpot data?today.
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