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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.”
Working with HubSpot Leads data in Excel allows marketing and sales teams to analyze lead information more effectively and create custom reports outside the HubSpot platform.
Instead of dealing with manual exports that quickly become outdated, you can establish a live connection that updates automatically.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your HubSpot account to Coefficient
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Step 3:
Import Leads data from HubSpot to Excel
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Step 4:
Set up auto-refresh to keep your data current
Step-by-Step Guide to Importing HubSpot Leads Data into Excel
Step 1: Install Coefficient for Excel and Connect to HubSpot
- Open Excel and navigate to the Insert tab in the ribbon
- Click on “Get Add-ins” in the Add-ins section
- Search for “Coefficient” in the Office Add-ins store
- Select and install the Coefficient add-in
- Once installed, open the Coefficient sidebar and click “Import from…”
- Select “HubSpot” from the list of available connectors
- Follow the authentication flow to connect your HubSpot account
Step 2: Import HubSpot Leads Data
- In the Coefficient sidebar, select “Import from Objects”
- Choose “Leads” from the list of available objects
- Select the properties (columns) you want to import (e.g., Lead Owner, Email, First Name, Last Name, Company, etc.)
- Apply any filters you need to narrow down your data set
- Click “Import” to bring your Leads data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- Click on the “Auto-refresh” button in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific time when you want the data to update
- Click “Save” to confirm your auto-refresh settings
With auto-refresh configured, your HubSpot Leads data will automatically update in your Excel spreadsheet according to your schedule. This ensures you always have the most current lead information without manual exports.
Available HubSpot Objects and Data in Coefficient
Coefficient allows you to import various types of data from HubSpot into Excel. Here’s a list of available objects:
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
Try CoefficientReady to streamline your HubSpot Leads management in Excel?today and start working with real-time data that automatically updates.
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