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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 quotes in HubSpot is essential for sales teams, but analyzing this data in Excel provides more flexibility for reporting and forecasting. Manually exporting this information is time-consuming and creates outdated snapshots.
In this guide, you’ll learn how to import HubSpot Quotes data directly into Excel and keep it automatically updated.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your HubSpot account to Excel
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Step 3:
Select Quotes from the available objects
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Step 4:
Choose your desired fields and import the data
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Step 5:
Set up auto-refresh to keep your data updated
Step-by-Step Guide to Import HubSpot Quotes into Excel
Step 1: Install Coefficient and Connect to HubSpot
Before importing your HubSpot Quotes, you’ll need to install the Coefficient add-in and connect it to your HubSpot account:
- Open Excel
- Insert Click on thetab in the ribbon
- Get Add-ins Select
- Coefficient Add Search forand click
- Once installed, click on the Coefficient icon to open the sidebar
- Import Selectfrom the menu
- HubSpot Choosefrom the list of available connectors
- Log in with your HubSpot credentials when prompted
Step 2: Select and Import Quotes Data
After connecting to HubSpot, you’ll need to select the Quotes object and configure your import:
- Import In the Coefficient sidebar, click
- Import from Object Select
- Quotes From the list of available objects, find and select
- Choose the specific fields you want to import (e.g., Quote Name, Amount, Status, Created Date)
- Apply any filters if needed (optional)
- Import Clickto bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your HubSpot Quotes data stays up to date in Excel, set up an automatic refresh schedule:
- In the Coefficient sidebar, find your imported Quotes data
- Refresh Settings Click the three dots (…) next to the import and select
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Set the specific time for the refresh to occur
- Save Clickto apply your refresh schedule
Now your HubSpot Quotes data will automatically update in Excel according to your schedule, ensuring you always have the most current information for analysis and reporting.
Available HubSpot Objects and Data in Coefficient
Coefficient allows you to import various types of data from HubSpot beyond just Quotes. Here’s a look at some of the objects available for import:
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
Conclusion
Importing your HubSpot Quotes data into Excel using Coefficient gives you powerful analytics capabilities while ensuring your data stays current. By following the steps in this guide, you can create a seamless connection between your sales data and your spreadsheets.
With automated refresh schedules, you’ll never have to manually export data again. This saves time and provides confidence that you’re always working with the most up-to-date information for your sales forecasting and analysis.
Related Resources
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