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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.”
Accessing your HubSpot Marketing activities data in Excel allows marketers to analyze campaign performance, track engagement metrics, and create custom reports that align with your specific business needs.
Instead of manual exports that quickly become outdated, Coefficient creates a live connection to keep your data fresh and your insights accurate.
TLDR
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Step 1:
Install the 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 Marketing activities from the available HubSpot objects
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Step 4:
Import your data and set up auto-refresh schedules to keep information current
How to Import HubSpot Marketing Activities to Excel: Step-by-Step Guide
Step 1: Install Coefficient Add-in and Connect to HubSpot
To get started, you’ll need to install the Coefficient add-in and connect it to your HubSpot account:
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the Add-ins group
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install the Coefficient add-in
- Once installed, click on the Coefficient icon in your Excel ribbon to open the sidebar
- Click “Import Data” and select “HubSpot” from the list of available connectors
- Follow the authentication process to connect your HubSpot account
Step 2: Import Marketing Activities Data from HubSpot
Now that you’ve connected Coefficient to HubSpot, you can import your Marketing activities data:
- In the Coefficient sidebar, select “Import Data” > “HubSpot”
- Click on “Import from Object”
- From the objects list, locate and select “Marketing activities”
- Choose the specific fields you want to import (e.g., name, date, type, status, channel)
- Apply any filters to narrow down the data as needed
- Click “Import” to bring your Marketing activities data into Excel
Step 3: Set Up Auto-Refresh for Real-Time Data
Keep your marketing data current by setting up automatic refresh schedules:
- With your imported data in Excel, click on the Coefficient sidebar
- Select the “Schedule Refresh” option (clock icon) next to your imported data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific times you want the data to refresh
- Click “Save” to activate the auto-refresh schedule
With automatic refreshes configured, your Excel spreadsheet will always contain the most up-to-date marketing activities data from HubSpot without manual intervention.
Available HubSpot Objects in Coefficient
Beyond Marketing activities, Coefficient allows you to import various other HubSpot objects to enhance your Excel reporting:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
- Partners
- Payments
Frequently Asked Questions
By using Coefficient to import HubSpot Marketing activities data into Excel, marketing teams gain the ability to create custom reports, analyze campaign performance more deeply, and share insights across the organization—all while maintaining data freshness through automated refreshes.
Start leveraging the power of your HubSpot marketing data in Excel today with Coefficient’s seamless integration.
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