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Managing your HubSpot product catalog in Excel provides greater flexibility for pricing analysis, inventory management, and sales planning. With Coefficient, you can create a live connection to your HubSpot Products data that stays current without manual exports.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Use the Coefficient sidebar to import Products data from HubSpot
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Step 3:
Configure columns and filters to customize your product data view
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Step 4:
Set up auto-refresh to keep your Excel spreadsheet updated with the latest HubSpot product information
Step-by-Step Guide to Importing HubSpot Products Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
Before importing your Products data, you’ll need to install Coefficient and connect it to your HubSpot account:
- Open Excel and navigate to the Insert tab in the ribbon
- Click Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar by clicking on the Coefficient icon
- Click “Import Data” and select “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account to Coefficient
Step 2: Import Products Data
After connecting HubSpot, you can now import your Products data:
- In the Coefficient sidebar, under the HubSpot connection, choose “Import From Objects”
- From the list of available objects, select “Products”
- Choose the specific product fields you want to import (e.g., name, price, description, SKU)
- Apply any filters if you only want to import specific products (optional)
- Click “Import” to bring your HubSpot Products data into Excel
Step 3: Set Up Auto-Refresh (Optional)
To ensure your product data stays current, set up an automatic refresh schedule:
- In the Coefficient sidebar, find your imported Products data
- Click the “…” menu and select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate your auto-refresh schedule
Now your HubSpot Products data will automatically update in your Excel spreadsheet according to your set schedule, ensuring you always have the most current information for analysis and reporting.
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
Start Working with HubSpot Products Data in Excel Today
By following this guide, you can easily bring your HubSpot Products data into Excel using Coefficient. This integration enables you to build more powerful analyses, combine product data with other business metrics, and keep everything updated automatically.
Whether you’re managing pricing strategies, planning inventory, or creating sales reports, having your HubSpot Products data in Excel provides the flexibility and analytical power you need to make better business decisions.
Install Coefficient for ExcelReady to get started?today and connect to your HubSpot account in minutes.
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