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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 Outreach Sequence State records into Excel lets you monitor which cadences are active, paused, or completed in real time. Coefficient keeps your spreadsheet synced so you always see the latest cadence statuses.
This guide shows you how to install Coefficient, connect Outreach, import Sequence State data, and enable auto-refresh in Excel.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and authorize your Outreach account.
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Step 2:
Step 2. Click “Import from Objects” and select “Sequence State” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. status type), choose fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep sequence states updated automatically.
Step-by-step guide
Follow these steps to pull Sequence State data into Excel.
Step 1: Install and Connect Coefficient
In Excel, go to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and connect to Outreach.
Step 2: Import Sequence State Data
Click “Import from Objects,” choose Outreach, then pick “Sequence State.” Optionally filter by state (Active, Paused, Completed) before importing.
Step 3: Set Up Auto-Refresh (Optional)
After importing, click the auto-refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to keep your data live.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
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 filter by state?
Use Coefficient’s filter panel to select specific sequence states (e.g., Active, Paused) before importing.
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Can I track state changes over time?
Include timestamp fields to see when a sequence entered each state.
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Will imports respect API rate limits?
Coefficient batches calls and adheres to Outreach’s quotas automatically.
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Can I join states with sequences?
Import both Sequence and Sequence State objects and use lookup formulas to map states to cadences.
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What if auto-refresh fails?
Open the Coefficient pane, verify authentication and filters, then retry the refresh.
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