HubSpot
Microsoft Excel
zapier

An automated workflow using zapier

Connects HubSpot + Microsoft Excel

Add new HubSpot form submissions to Excel as new rows

About this workflow template

This automation scenario allows you to connect HubSpot and Microsoft Excel

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

HubSpot and Microsoft Excel can also be integrated using automation tools other than zapier:

Diagram

Add new HubSpot form submissions to Excel as new rows
Workflow diagram: HubSpot + Microsoft Excel integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Form Submission in HubSpot

Triggers when a form is submitted.

Then these actions happen in HubSpot and HubSpot

Microsoft Excel

Add Row in Microsoft Excel

Adds a new row to the end of a worksheet.

HubSpot

New Form Submission in HubSpot

Triggers when a form is submitted.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new HubSpot form submissions to Excel as new rows.

Part I

Configure Applications

First, we need to connect HubSpot and Microsoft Excel to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

  • Connect Microsoft Excel to Zapier.

    Connect Microsoft Excel to Zapier.

    Give Zapier access to your Microsoft Excel account, using Microsoft Excel credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for HubSpot

    Set up a Trigger action for HubSpot

    Choose the following trigger: New Form Submission (Triggers when a form is submitted.).

  • Then set up an Action for Microsoft Excel

    Then set up an Action for Microsoft Excel

    Choose this action: Add Row (Adds a new row to the end of a worksheet.).

  • Then set up another Action for HubSpot

    Then set up another Action for HubSpot

    Choose this action: New Form Submission (Triggers when a form is submitted.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between HubSpot and Microsoft Excel.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new HubSpot form submissions to Excel as new rows!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Microsoft Excel

    Add row

    Adds a new row to the end of a worksheet.

    zapier
    actionbyzapier
  • Microsoft Excel

    Add row to table

    Adds a new row to the end of a specific table.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Microsoft Excel

    Add a worksheet row

    Adds a new worksheet row.

    integromat
    actionbyintegromat
  • Microsoft Excel

    Create spreadsheet

    Creates a new spreadsheet

    zapier
    actionbyzapier
  • Microsoft Excel

    Update row

    Updates a row in a specific worksheet.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Excel

    Find row

    Finds a row by a column and value. Returns the entire row if one is found.

    zapier
    actionbyzapier

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Microsoft Excel

Microsoft Excel

Spreadsheets

A spreadsheet tool for data management and analysis

Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.