How to Import HubSpot Meetings Data into Excel

Analyzing your HubSpot Meetings data in Excel can help your team track appointment trends, optimize scheduling, and improve customer engagement. But manually exporting this data is time-consuming and creates outdated snapshots.

With Coefficient, you can establish a live connection between HubSpot and Excel to maintain up-to-date meeting information for better decision-making.

How to Import HubSpot Meetings Data into Excel

Step 1: Install Coefficient and Connect to HubSpot

First, you’ll need to install the Coefficient add-in and connect it to your HubSpot account:

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it from the Office Add-ins store
5. Once installed, click on the Coefficient icon in your sidebar
6. Select “Import From…” to see available data sources
7. Choose HubSpot from the list of connectors
8. Log in with your HubSpot credentials when prompted

Step 2: Import HubSpot Meetings Data

After connecting to HubSpot, follow these steps to import your Meetings data:

1. In the Coefficient import menu, select “Import from Objects”
2. Browse or search for “Meetings” in the objects list
3. Choose which specific meeting fields you want to import (e.g., subject, duration, attendees, date/time)
4. Apply any filters to narrow down the meetings data (optional)
5. Click “Import” to pull the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your meeting data stays current, set up an automated refresh schedule:

1. Click on the imported data range in your spreadsheet
2. In the Coefficient menu, select “Refresh” and then “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Select the specific days and times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Excel sheet will always contain the most recent meetings data from HubSpot without manual updates.

Available HubSpot Objects and Data Types

HubSpot contains numerous objects that can be imported into Excel using Coefficient. Below is a list of some key objects available:

Frequently Asked Questions

By following this guide, you can easily import your HubSpot Meetings data into Excel and keep it synchronized with automated refreshes. This approach saves time and ensures that your meeting analysis is always based on the most up-to-date information from HubSpot.

connecting HubSpot to Google Sheetsexporting HubSpot contactsFor more information on working with HubSpot data in spreadsheets, check out our related resources onor.