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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.”
Having your HubSpot Forms data in Excel gives you powerful analysis capabilities for tracking conversion rates and optimizing lead generation. Rather than manually exporting this data, which quickly becomes outdated, you can create a live connection.
TLDR
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Step 1:
Install Coefficient add-in 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 Forms from the available HubSpot objects
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Step 4:
Import your forms data into Excel
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Step 5:
Set up auto-refresh to keep data current
How to Import HubSpot Forms Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel
- Insert tab Click on thein the ribbon
- Get Add-ins Select
- Coefficient Add Search forand click
- Once installed, open the Coefficient sidebar
- Import Data Click
- HubSpot Selectfrom the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Select and Import Forms Data
- Import from Objects In the Coefficient sidebar, select
- Forms From the available objects, locate and select
- Choose the specific forms data fields you want to import (e.g., form name, submission count, creation date)
- Apply any filters if needed (e.g., only active forms, forms created after a specific date)
- Import Clickto bring your HubSpot Forms data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- Refresh After importing your data, click on thebutton in the Coefficient sidebar
- Schedule Refresh Select
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Specify the time and days for the refresh to occur
- Save Clickto activate automated data updates
With these simple steps, you can now access and analyze your HubSpot Forms data directly in Excel. This integration eliminates manual exports and ensures your data is always current for reporting and analysis.
Available HubSpot Objects in Coefficient
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
Frequently Asked Questions
By following this guide, you can efficiently import and manage your HubSpot Forms data in Excel, enabling better analysis and decision-making for your marketing team.
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Frequently Asked Questions
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How to get Forms from HubSpot?
You can access HubSpot Forms directly through the HubSpot platform by navigating to Marketing > Lead Capture > Forms. This gives you basic viewing capabilities, but lacks advanced analysis features. For more robust data analysis, Coefficient lets you import Forms data directly into Excel where you can create custom reports and dashboards.
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How do I get a list of Forms in HubSpot?
In HubSpot, go to Marketing > Lead Capture > Forms to see your forms list. However, this view has limited sorting and filtering options. With Coefficient, you can import your complete forms list into Excel with all associated metadata, enabling more powerful sorting, filtering, and analysis capabilities.
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How do I import Forms from Excel to HubSpot?
While HubSpot doesn’t support direct form imports from Excel, you can:
- Create forms manually in HubSpot
- Use HubSpot’s APIs with custom code
- Use Coefficient to push form property updates back to HubSpot from your Excel spreadsheet
Coefficient’s two-way sync makes it easy to update form properties without coding knowledge.
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How do I update Forms from Excel to HubSpot?
Updating form properties from Excel to HubSpot manually requires exporting, modifying, and re-uploading data using HubSpot’s tools. This process is time-consuming and error-prone. Coefficient simplifies this with its Excel add-in that allows you to make changes in your spreadsheet and push updates directly back to HubSpot with a few clicks.
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How to automate importing HubSpot Forms to Excel daily?
To automate daily imports:
- Set up your initial Forms import in Coefficient
- Click the Refresh button and select “Schedule Refresh”
- Choose daily frequency and your preferred time
- Save your settings
Coefficient will then automatically refresh your Forms data every day at your scheduled time.
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