)
Written by
Table of Contents
“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 Programs data in Excel allows marketing teams to build powerful custom reports and gain deeper insights. Without the right tools, this process can be tedious and result in outdated information.
This guide shows you how to create a live connection between HubSpot and Excel for seamless, up-to-date Programs data analysis.
TLDR
-
Step 1:
Install the Coefficient add-in for Excel from the Office Add-ins store
-
Step 2:
Connect your HubSpot account to Coefficient
-
Step 3:
Import Programs data by selecting it from the Objects list
-
Step 4:
Set up auto-refresh to keep your data current
-
Step 5:
Customize your Programs data view with Excels analysis tools
Importing HubSpot Programs Data to Excel: Step-by-Step Guide
Step 1: Install Coefficient and Connect to HubSpot
Before importing Programs data, you’ll need to install Coefficient and connect it to your HubSpot account:
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon menu
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install the Coefficient add-in
- Once installed, click the Coefficient icon to open the sidebar
- Select “Import Data” from the sidebar menu
- Choose “HubSpot” from the list of available connectors
- Log in with your HubSpot credentials when prompted
Step 2: Import Programs Data from HubSpot
Now that you’re connected to HubSpot, you can import Programs data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “Programs” in the objects list
- Select the specific Programs fields you want to import (e.g., name, ID, status, creation date)
- Apply any filters to narrow down the data if needed
- Click “Import” to pull the Programs data into your Excel worksheet
Step 3: Set Up Auto-Refresh for Real-Time Data (Optional)
To ensure your Programs data stays current, set up auto-refresh:
- Click the “⋮” (menu) button next to your imported data
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific time for refreshes
- Click “Save” to activate the auto-refresh schedule
Making the Most of Your HubSpot Programs Data in Excel
Once your Programs data is imported, you can leverage Excel’s powerful features to analyze and visualize it:
- Create pivot tables to summarize program performance metrics
- Build custom dashboards with charts showing program engagement
- Apply Excel formulas to calculate custom metrics
- Use filtering and sorting to focus on specific program segments
- Create automated reports that refresh with the latest data
Objects Available in HubSpot
- 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
Conclusion
Importing HubSpot Programs data into Excel using Coefficient streamlines your marketing analytics workflow and provides deeper insights. With real-time data synchronization, you eliminate manual exports and ensure your analysis is always based on current information.
The step-by-step process is straightforward: install Coefficient, connect to HubSpot, select Programs data to import, and optionally set up auto-refresh. From there, you can leverage Excel’s powerful analysis tools to gain valuable insights from your HubSpot Programs data.
Get started with Coefficient for Excel todayReady to transform how you work with HubSpot Programs data?and experience seamless HubSpot data integration.
Related HubSpot Use Cases
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.
How to Import Onboarding Data from HubSpot into Excel
Learn how to easily import HubSpot Onboarding data into Excel using Coefficient. Set up automated data refreshes and build dynamic Excel dashboards with your HubSpot customer onboarding information.
Trusted By Over 50,000 Companies
