How to Import HubSpot Prospects Data into Excel

Accessing your HubSpot Prospects data in Excel helps marketing and sales teams analyze potential opportunities more effectively and make data-driven decisions.

Instead of manually exporting data that quickly becomes outdated, a direct connection ensures you’re always working with current information.

Step-by-Step Guide: Importing HubSpot Prospects Data into Excel

Step 1: Install and Connect Coefficient to HubSpot

To begin importing your HubSpot Prospects data, you’ll first need to install the Coefficient add-in for Excel:

1. Insert Open Excel and click on thetab in the ribbon
2. Get Add-ins Selectfrom the menu
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Once installed, click on the Coefficient icon in the ribbon to open the sidebar
6. Import HubSpot In the sidebar, selectand choosefrom the list of connectors
7. Log in to your HubSpot account and authorize Coefficient to access your data

Step 2: Import Prospects Data from HubSpot

Now that you’ve connected Coefficient to your HubSpot account, you can import your Prospects data:

1. Import from HubSpot In the Coefficient sidebar, select
2. Import Type Objects Under, select
3. Prospects From the objects list, select
4. Choose the specific fields you want to import (contact name, email, source, etc.)
5. Apply any filters if needed (e.g., prospects added in the last 30 days)
6. Import Clickto bring your Prospects data into Excel

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Prospects data stays current, you can set up automatic refreshes:

1. Data Management In the Coefficient sidebar, click on thetab
2. Find your imported Prospects data in the list
3. Refresh Click on thedropdown menu
4. Select your preferred refresh frequency (hourly, daily, weekly)
5. Choose the specific time for the refresh to occur
6. Save Clickto activate the auto-refresh schedule

Available HubSpot Objects in Coefficient

Beyond Prospects, Coefficient allows you to import various other HubSpot objects into Excel. Here’s a comprehensive list of available data you can access:

Frequently Asked Questions

By following this guide, you’ll be able to seamlessly import your HubSpot Prospects data into Excel using Coefficient. This integration not only saves you time but also ensures you’re working with the most up-to-date information for your marketing and sales analysis.

With auto-refresh capabilities, you can set up a system that keeps your data current without manual intervention, allowing you to focus on analyzing insights rather than managing imports.