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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.”
Working with HubSpot Service data in Excel allows teams to analyze customer support trends and build custom reports integrating service metrics with other business data.
Rather than manually exporting this data, creating a live connection enables real-time analysis and collaboration with the most current information.
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 HubSpot Service object data
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Step 3:
Configure columns, filters, and sorting options as needed
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Step 4:
Set up automatic refreshes to keep your data current
Step-by-Step Guide to Import HubSpot Service Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- Once installed, open the Coefficient sidebar and click “Import Data”
- Select “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Service Data from HubSpot
- In the Coefficient sidebar, select “Import From…”
- Choose “Objects” as the data source
- From the list of available objects, select “Service”
- Choose the specific fields you want to import (e.g., ID, name, status, priority, etc.)
- Apply any filters to narrow down the data if needed
- Click “Import” to bring your HubSpot Service data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- After importing your data, click on “Schedule Refresh” in the Coefficient sidebar
- Select your preferred refresh frequency (hourly, daily, weekly, etc.)
- Choose the specific time and days for the refresh
- Click “Save” to activate automatic data refreshes
- You can also manually refresh your data anytime by clicking “Refresh” in the Coefficient sidebar
Available HubSpot Objects in Coefficient
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
Frequently Asked Questions
Importing HubSpot Service data into Excel with Coefficient streamlines your reporting processes and ensures you’re always working with the most up-to-date information. The live connection eliminates manual exports and provides real-time visibility into your service metrics.
connecting HubSpot to Google Sheetsexporting HubSpot ContactsFor more information on connecting HubSpot with spreadsheets, check out our guides onor.
Related HubSpot Use Cases
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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.
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