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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.”
Importing Call Purpose data from Outreach into Excel helps you understand why calls are made—whether prospecting, follow-up, or support. This tutorial guides you through installing Coefficient, selecting the object, importing data, and automating updates.
TLDR
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Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.
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Step 2:
Step 2. Open Coefficient, choose “Import from Objects”, and select “Call Purpose” under Outreach.
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Step 3:
Step 3. Add filters on purpose type or date, then click “Import”.
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Step 4:
Step 4. (Optional) Turn on auto-refresh to maintain live purpose insights.
What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite
Related Outreach Use Cases
How to Import User Data from Outreach into Google Sheets
Learn how to easily import live Outreach User data into Google Sheets using Coefficient for streamlined user analysis and reporting.
How to Import Template Data from Outreach into Google Sheets
Learn how to easily import live Outreach Template data into Google Sheets using Coefficient for streamlined template analysis and reporting.
How to Import Team Data from Outreach into Google Sheets
Learn how to easily import live Outreach Team data into Google Sheets using Coefficient for streamlined team analysis and reporting.
Frequently Asked Questions
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How do I limit purposes by type?
Set filters on the purpose field (e.g., prospecting, demo) before importing.
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Can I track changes over time?
Yes—use date filters to capture purposes across specific timeframes.
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Will frequent imports affect API quota?
Coefficient manages rate limits automatically; adjust refresh intervals if needed.
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Can I join purpose data with call outcomes?
Import both objects and use lookup formulas to correlate purpose with disposition.
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What if my token expires?
Reauthorize in the Coefficient add-in’s account settings, then refresh your data.
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