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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.”
Keeping track of HubSpot Postal Mail data in Excel helps marketing teams analyze campaign performance and make data-driven decisions. With Coefficient, you can easily import this data without manual exports or copy-pasting.
TLDR
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Step 1:
Step 1: Install Coefficient add-in from Office Add-ins store and connect to HubSpot
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Step 2:
Step 2: Import Postal Mail data by selecting it from available HubSpot objects
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Step 3:
Step 3: Configure fields to import and apply any necessary filters
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Step 4:
Step 4: Set up auto-refresh to keep your Excel data synchronized with HubSpot
How to Import HubSpot Postal Mail Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
Before importing any data, 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 section
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install the Coefficient add-in
- Once installed, open the Coefficient sidebar and click “Import Data”
- Select “HubSpot” from the list of available connectors
- Log in with your HubSpot credentials and authorize Coefficient
Step 2: Select and Import Postal Mail Data
After connecting to HubSpot, follow these steps to import Postal Mail data:
- In the Coefficient sidebar, click “Import from HubSpot”
- Under “Import Type,” select “Objects”
- Navigate through the list of available objects and select “Postal mail”
- Choose which fields you want to import (e.g., subject, created date, status, etc.)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Excel spreadsheet always contains the most up-to-date HubSpot Postal Mail data:
- Click on the “…” menu next to your imported data in the Coefficient sidebar
- Select “Set up auto-refresh”
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Set specific times or intervals for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your Excel spreadsheet will automatically update with the latest HubSpot Postal Mail data according to your schedule, eliminating the need for manual updates.
Available HubSpot Objects and Reports
Here’s a comprehensive list of the data you can import from HubSpot using Coefficient:
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 easily import HubSpot Postal Mail data into Excel using Coefficient, enabling better analysis and reporting for your marketing campaigns. The auto-refresh feature ensures your data stays up-to-date, eliminating the need for manual exports and imports.
Try Coefficient’s HubSpot integration for ExcelReady to streamline your marketing data workflow?and transform how you work with your marketing data.
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