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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.”
Marketing teams need easy access to their email campaign data for analysis and reporting. Connecting HubSpot’s Marketing emails directly to Excel eliminates manual exports and provides up-to-date insights for better decision making.
In this guide, you’ll learn how to import HubSpot Marketing emails data into Excel using Coefficient.
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:
Import Marketing emails data using the HubSpot connector
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Step 4:
Set up automatic refreshes to keep your data current
Step-by-Step Guide to Import Marketing Emails from HubSpot to Excel
Step 1: Install Coefficient and Connect HubSpot
Before importing your Marketing emails data, you’ll need to install the Coefficient add-in and connect it to your HubSpot account:
- Open Excel
- Go to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, click on the Coefficient icon in your ribbon to open the sidebar
- Select “Import” and choose “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Marketing Emails Data
Now that you’ve connected HubSpot, follow these steps to import your Marketing emails data:
- In the Coefficient sidebar, select “Import Data”
- Choose “Objects” as the data type
- Scroll through the available objects and select “Marketing emails”
- Select the specific fields you want to import (subject line, sent date, open rate, click rate, etc.)
- Apply any filters if needed to narrow down the data
- Click “Import” to pull the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your marketing email data stays current, set up automatic refreshes:
- Click on the “Automate” tab in the Coefficient sidebar
- Select “Schedule Refresh” for your imported data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate the automatic refresh schedule
Now you have successfully imported your HubSpot Marketing emails data into Excel, and it will stay updated based on your refresh settings.
Available HubSpot Objects in Coefficient
Coefficient lets you import various HubSpot objects beyond just Marketing emails. Here’s a comprehensive list of available objects:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
- Partners
- Payments
- Postal mail
- Prospects
Frequently Asked Questions
By following this guide, you can seamlessly integrate your HubSpot Marketing emails data with Excel, enabling more comprehensive analysis and reporting. The automatic refresh capabilities ensure you’re always working with the most current data, saving you time and improving your marketing insights.
Related HubSpot Use Cases
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