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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 Notes in Excel enables teams to analyze customer interactions, track follow-ups, and integrate valuable context with other business data. Instead of manual exports that quickly become outdated, you can establish a live connection to your HubSpot Notes.
TLDR
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Step 1:
Install Coefficient from the Microsoft Office Add-ins store
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Step 2:
Connect your HubSpot account to Excel via Coefficient
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Step 3:
Select Notes from the available objects and customize fields to import
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Step 4:
Import your data and set up auto-refresh to keep it updated
Step-by-Step Guide to Importing HubSpot Notes into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Insert Open Excel and click on thetab in the ribbon
- Get Add-ins Clickto access the Office Add-ins store
- Add Search for “Coefficient” and clickto install it
- Import Data Once installed, open the Coefficient sidebar and select
- HubSpot Choosefrom the list of available connectors
- Sign in to your HubSpot account when prompted and authorize Coefficient
Step 2: Select and Import Notes Data
- Import Objects In the Coefficient sidebar, selectoption
- Notes From the list of available objects, locate and select
- Choose the specific fields you want to import (e.g., note content, date created, associated records)
- Apply any filters if needed to narrow down the notes (by date, associated contact, etc.)
- Import Clickto bring your HubSpot Notes data into your Excel spreadsheet
Step 3: Setting Up Auto-Refresh (Optional)
- Schedule Refresh To keep your Notes data updated automatically, click on theoption
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific days and times for the refresh to occur
- Save Clickto activate automatic updates
With these steps completed, you now have your HubSpot Notes data in Excel with a live connection that can be updated automatically. This allows you to create custom reports, analyze communication patterns, and integrate notes data with other business metrics.
Available HubSpot 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
Start Analyzing Your HubSpot Notes in Excel Today
Importing your HubSpot Notes into Excel using Coefficient gives you powerful new ways to analyze customer interactions, track team performance, and integrate critical context with your other business data. With automatic refreshes, you’ll always have the most current information available for analysis and reporting.
Ready to get started? Install Coefficient from the Office Add-ins store today and unlock the full potential of your HubSpot Notes data in Excel.
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