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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.”
Managing your HubSpot Opportunities data in Excel helps sales teams analyze pipelines, forecast revenue, and make data-driven decisions. But manually exporting this data is time-consuming and quickly becomes outdated.
This guide shows you how to create a live connection between HubSpot and Excel to keep your Opportunities data fresh and actionable.
TLDR
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Step 1:
Install Coefficient from the Microsoft Office Add-ins store
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Step 2:
Connect to your HubSpot account through Coefficient
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Step 3:
Import Opportunities data into your Excel spreadsheet
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Step 4:
Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Import HubSpot Opportunities into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” and install from the Office Add-ins store
- Once installed, open the Coefficient sidebar
- Click “Import Data” and select “HubSpot” from the list of connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Opportunities Data
- In the Coefficient sidebar, select “Import from Objects”
- Choose “Opportunities” from the list of available objects
- Select the specific fields you want to import (e.g., opportunity name, amount, stage, close date)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring your HubSpot Opportunities data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- In the Coefficient sidebar, click on the “Automations” tab
- Select your imported Opportunities data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Configure notification settings if you want to be alerted about changes
- Click “Save” to activate automatic refreshes
With these steps completed, your HubSpot Opportunities data will be available in Excel for analysis and reporting. You can now create pivot tables, charts, and custom formulas to extract insights from your sales pipeline.
Available HubSpot Data in Coefficient
Coefficient allows you to import various types of data from HubSpot into Excel. Here’s a list of the data objects you can access:
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
By following this guide, you’ll save hours of manual work and ensure your HubSpot Opportunities data is always current in Excel. Coefficient’s automatic refresh capabilities mean you’ll never have to manually export data again, giving you more time to analyze insights and make informed decisions.
Check out our full HubSpot integration for ExcelLooking to connect other HubSpot data to your spreadsheets?to learn more about the possibilities.
Related HubSpot Use Cases
How to Import ARR Data from HubSpot into Google Sheets
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How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
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