Microsoft Excel + HubSpot Integration

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1.

Row is created in Microsoft Excel
Row is created or updated in Microsoft Excel
Row is created in table in Microsoft Excel
Worksheet is created in Microsoft Excel
Contact is created in HubSpot
Contact is created in a list in HubSpot
Contact is updated in HubSpot
Company is created in HubSpot
Company is updated in HubSpot
Deal is created in HubSpot
Deal stage is changed in HubSpot
Deal is updated in HubSpot
Task is created in HubSpot
Task is updated in HubSpot
Task is marked as done in HubSpot
Quote is created in HubSpot
Quote is created or updated in HubSpot
New Line item is created in HubSpot
LineItem is created/updated in HubSpot
Product is created in HubSpot
Product is updated in HubSpot
Form is submitted in HubSpot
Feedback form is submitted in HubSpot
Email event is created in HubSpot
Engagement is created in HubSpot
Engagement is created/modified in HubSpot
Blog post is created in HubSpot
Blog tag is created in HubSpot
Social media message is broadcasted in HubSpot
Workflow is created in HubSpot
Email subscription timeline is created in HubSpot
Ticket is created in HubSpot
Ticket is updated in HubSpot
File is created/uploaded in HubSpot
Form is created in HubSpot

2.

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Ready Workflows for Microsoft Excel + HubSpot Integration

Just click on the workflow you want to automate

Most popular automations

Create HubSpot contact for new Microsoft Excel row

Automatically creating HubSpot contact records for new Microsoft Excel row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

See more

Create Microsoft Excel row for new HubSpot deal

HubSpot + Microsoft Excel Integration

Create HubSpot company for new Microsoft Excel row

Microsoft Excel + HubSpot Integration

When Row is created in Microsoft Excel > Create contact in HubSpot > Create deal in HubSpot

Microsoft Excel + HubSpot Integration

When Row is created in Microsoft Excel > Create or Update contact in HubSpot > Create deal in HubSpot

Microsoft Excel + HubSpot Integration

When Row is created in Microsoft Excel > Find contact in HubSpot > Check condition > (If found) > Update contact in HubSpot > (Else) > Create contact in HubSpot

Microsoft Excel + HubSpot Integration

When Row is created in Microsoft Excel > Find contact in HubSpot > Check condition > (If found) > Update contact in HubSpot > (Else) > Create or Update contact in HubSpot

Microsoft Excel + HubSpot Integration

When Row is created in Microsoft Excel > Check any condition > Create contact in HubSpot

Microsoft Excel + HubSpot Integration

When Row is created in Microsoft Excel > Check any condition > Create or Update contact in HubSpot

Microsoft Excel + HubSpot Integration

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Who Is This Integration For?

Sales Teams

Marketing Managers

Business Analysts

Customer Support Teams

Entrepreneurs

Sales Teams

Sales teams often struggle with managing large volumes of leads and customer data. Linking Hubspot with Microsoft Excel can help them easily organize, update, and analyze this information to improve follow-ups and increase conversions.

Marketing Managers

For marketing managers, tracking the performance of campaigns and the engagement of leads can be challenging. Connecting Hubspot with Microsoft Excel enables them to seamlessly export and analyze campaign data to monitor performance trends.

Business Analysts

Business analysts need to create detailed reports and dashboards for strategic decision-making. Integrating Hubspot with Microsoft Excel allows them to automatically extract vital data and transform it into actionable insights without manual data entry.

Customer Support Teams

Customer support teams require efficient ways to access and update customer information. This integration helps streamline data accessibility, ensuring customer details are always up-to-date for quick problem resolution.

Entrepreneurs

Entrepreneurs often need to juggle multiple tasks and cannot afford to spend a lot of time on data management. Linking Hubspot and Microsoft Excel helps automate data transfers, saving time and ensuring business data is organized.

Try This Integration – No Code Needed

What Can You Automate With Microsoft Excel + HubSpot

Log new Hubspot contacts into Excel

Whenever you get a new contact in Hubspot, this automation adds the details to a Microsoft Excel sheet. It keeps all your lead data neatly documented and easily accessible for analysis or reporting.

Track Hubspot form submissions in Excel

Capture every form submission from Hubspot into a specific Excel file. This way, you can keep a comprehensive record of all form engagement and analyze user input effectively.

Sync Hubspot deal updates to Excel

When you update a deal in Hubspot, this automation ensures those changes are mirrored in Microsoft Excel. Maintain an up-to-date sales report without needing manual updates.

Record Hubspot email campaign stats in Excel

Automatically log email campaign statistics from Hubspot into an Excel sheet. It's a perfect way to keep an eye on open rates, clicks, and overall engagement metrics in a sortable format.

Generate monthly reports from Hubspot data in Excel

Create monthly reports by automatically pulling the latest data from Hubspot into Excel. Stay prepared for meetings with the most current insights and analyses at your fingertips.

And much more...

Start Automating In Minutes

Top 10 Most Popular Microsoft Excel Automations from
Integrately Community

Just click on the workflow you want to automate

Send Telegram message for new Microsoft Excel row

Create Microsoft Excel row for new Chatbot response

Send WhatsApp message for new Microsoft Excel row

Create Microsoft Excel row for new message received in WhatsApp

Create Microsoft Excel row for new Elementor Forms form submission

Send Telegram message for new Microsoft Excel row

Create Microsoft Excel row for new Chatbot response

Send WhatsApp message for new Microsoft Excel row

Create Microsoft Excel row for new message received in WhatsApp

Create Microsoft Excel row for new Elementor Forms form submission

Send Telegram message for updated Microsoft Excel row

Create Microsoft Excel row for new Discord message

Send WhatsApp message for updated Microsoft Excel row

Create Microsoft To-Do task for new Microsoft Excel row

Create Microsoft Excel row for new Microsoft To-Do task

Send Telegram message for updated Microsoft Excel row

Create Microsoft Excel row for new Discord message

Send WhatsApp message for updated Microsoft Excel row

Create Microsoft To-Do task for new Microsoft Excel row

Create Microsoft Excel row for new Microsoft To-Do task

Top 10 Most Popular HubSpot Automations from
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Create Sharepoint folder for new HubSpot deal

07

Create HubSpot contact for new sevDesk contact

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Create HubSpot contact from new Rezdy contact

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Create HubSpot contact for new Airtable record

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Create HubSpot contact for new Microsoft Excel row

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