How to Import Favorite Data from Outreach into Google Sheets

Accessing your Outreach Favorite data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Outreach Favorite data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Outreach in the list of connectors. You’ll be guided to connect your Outreach account securely.

Step 2: Import Outreach Favorite Data

After connecting, you’ll see options for importing data from Outreach.

• Select the “Favorite” object from the available options.
• Choose the specific favorites you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Outreach Favorite data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Outreach based on your schedule.