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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 your HubSpot subscriptions effectively requires access to organized, up-to-date data. Importing subscription information into Excel enables better tracking, analysis, and decision-making for your marketing and revenue operations teams.
In this guide, you’ll learn how to create a live connection between HubSpot and Excel to maintain real-time visibility into your subscription data.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your HubSpot account through Coefficient
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Step 3:
Import Subscriptions data by selecting it from the objects list
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Step 4:
Configure auto-refresh settings to keep data updated
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Step 5:
Customize your Excel report with the imported data
Step-by-Step Guide to Import HubSpot Subscriptions 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 and install it
- Once installed, open the Coefficient sidebar in Excel
- Click “Import” and select “HubSpot” from the list of available data sources
- Follow the prompts to connect your HubSpot account
Step 2: Import Subscriptions Data
- In the Coefficient sidebar, select “Import from Object”
- From the list of available HubSpot objects, scroll down and select “Subscriptions”
- Choose the specific fields you want to import (e.g., subscription ID, status, start date, end date, renewal date, etc.)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the data into your Excel worksheet
Step 3: Set Up Auto-Refresh (Optional)
- With your data imported, click on the “Refresh” button in the Coefficient sidebar
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
- Set any additional conditions for the auto-refresh
- Click “Save” to activate automatic data updates
With these steps complete, you now have a live connection to your HubSpot Subscriptions data in Excel. You can build custom reports, visualize trends, and share insights with your team using familiar Excel tools and features.
Available HubSpot Objects in Coefficient
In addition to Subscriptions, Coefficient allows you to import various other HubSpot objects to Excel for comprehensive reporting and analysis.
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
By following this guide, you’ll be able to seamlessly import and analyze your HubSpot Subscriptions data in Excel. With Coefficient’s automated refresh capabilities, you can ensure your subscription insights are always up-to-date, helping your team make informed decisions about customer relationships and revenue opportunities.
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 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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