How to Import Zip Codes Data from HubSpot into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to easily import HubSpot Zip Codes data into Excel using Coefficient, enabling real-time data analysis and automated refreshes without manual exports.

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Working with HubSpot Zip Codes data in Excel helps marketers and sales teams analyze regional performance and target specific geographic areas. Instead of manual exports that quickly become outdated, a direct connection keeps your data fresh and analysis accurate.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect your HubSpot account

  • Step 2:

    Step 2: Import Zip Codes data from HubSpot using Coefficients intuitive interface

  • Step 3:

    Step 3: Set up auto-refresh to keep your Excel data updated automatically

  • Step 4:

    Step 4: Use Excels native tools to analyze your HubSpot Zip Codes data

Step-by-Step Guide to Importing HubSpot Zip Codes into Excel

Step 1: Install and Connect Coefficient to HubSpot

Begin by installing the Coefficient add-in for Excel:

  1. Insert Open Excel and click on thetab in the ribbon
  2. Get Add-ins Clickin the Add-ins section
  3. Coefficient Search forin the Office Add-ins store
  4. Add Clickto install Coefficient to Excel
  5. Once installed, click the Coefficient icon in your Excel ribbon to open the sidebar
  6. Connect to HubSpot Clickand follow the authentication prompts
Coefficient sidebar menu with import, export, automations, and AI
    Sheet Assistant options.

Step 2: Import HubSpot Zip Codes Data

Now that you’re connected, import the Zip Codes data:

  1. Import Data In the Coefficient sidebar, select
  2. HubSpot Choosefrom your connected data sources
  3. Import from Objects Select
  4. Zip codes Find and click onfrom the objects list
  5. Select the specific fields you want to import
  6. Use filters if needed to narrow down the data
  7. Import Clickto bring the data into your Excel worksheet
HubSpot import options showing object & fields selection and access to
    pre-built dashboards.

Step 3: Set Up Auto-Refresh (Optional)

Keep your data fresh with automatic updates:

  1. Click on the imported data range in your spreadsheet
  2. Refresh Options In the Coefficient sidebar, select
  3. Choose your preferred refresh schedule (hourly, daily, weekly)
  4. Set specific times for the refresh to occur
  5. Save Clickto confirm your auto-refresh settings
Auto-refresh options for imported data with daily, hourly,
    and weekly scheduling.

Available HubSpot Objects and Data Types

HubSpot offers numerous objects you can import into Excel using Coefficient. Here’s a comprehensive list:

Objects

  • Arr
  • Billing histories
  • Calls
  • Clients
  • Companies
  • Contacts
  • Contracts
  • Custom objects
  • Deal lists
  • Dealers
  • Demos
  • Emails
+19 more

  • Leads
  • Blueprints
  • Carts
  • Company lists
  • Contact lists
  • Communications
  • Credit
  • Deal history
  • Deal split
  • Deals
  • Discounts
  • Employees
+19 more

Frequently Asked Questions

Connect HubSpot to Excel with CoefficientReady to streamline your HubSpot data analysis?today and transform how you work with your Zip codes data.

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