How to Import Lead Insights Data from HubSpot into Excel

Analyzing HubSpot Lead Insights in Excel enables marketing teams to better understand lead behavior and conversion patterns. Instead of manual data exports that quickly become outdated, you can establish a live connection that refreshes automatically.

Step-by-Step Guide to Import HubSpot Lead Insights into Excel

Step 1: Install and Connect Coefficient

To get started with importing your HubSpot Lead Insights data:

1. Open Excel on your computer
2. Navigate to the Insert tab in the ribbon
3. Click on Get Add-ins
4. Search for “Coefficient” in the Office Add-ins store
5. Click Add to install Coefficient
6. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon
7. Click on “Import from…” and select “HubSpot” from the list of available connectors
8. Log in to your HubSpot account when prompted and authorize Coefficient to access your data

Step 2: Import Lead Insights Data

After connecting to HubSpot, follow these steps to import Lead Insights data:

1. In the Coefficient sidebar, select “Import Object” under the HubSpot import options
2. From the objects list, locate and select “Lead insights”
3. Choose the specific fields you want to import (e.g., lead score, interaction history, engagement metrics)
4. Apply any filters to narrow down the data if needed
5. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

Keep your Lead Insights data fresh with automatic updates:

1. Within the Coefficient sidebar, locate the imported data source
2. Click on the “Refresh” dropdown menu
3. Select “Schedule refresh” to set up automatic updates
4. Choose your preferred frequency (hourly, daily, weekly)
5. Configure notification settings to alert team members when data updates

Available HubSpot Objects in Coefficient

Coefficient allows you to import various types of data from HubSpot beyond just Lead Insights. Here’s a comprehensive list of available objects:

Frequently Asked Questions

By following this guide, you can efficiently import and analyze your HubSpot Lead Insights data in Excel, giving you deeper visibility into your marketing and sales performance. The automatic refresh capabilities ensure you’re always working with the latest data, while the extensive list of available objects allows you to expand your analysis as needed.

With Coefficient handling the data connection between HubSpot and Excel, your team can focus on deriving insights rather than managing manual data exports and imports.