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.
Categories
HubSpot and Microsoft Excel can also be integrated using automation tools other than zapier:
When this trigger fires in HubSpot
Triggers when a form is submitted.
Then these actions happen in HubSpot and HubSpot
Adds a new row to the end of a worksheet.
Triggers when a form is submitted.
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
First, we need to connect HubSpot and Microsoft Excel to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Microsoft Excel to Zapier.
Give Zapier access to your Microsoft Excel account, using Microsoft Excel credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Add Row (Adds a new row to the end of a worksheet.).
Then set up another Action for HubSpot
Choose this action: New Form Submission (Triggers when a form is submitted.).
Part III
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Add new HubSpot form submissions to Excel as new rows!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Adds a new row to the end of a worksheet.
Adds a new row to the end of a specific table.
Adds a new worksheet row.
Creates a new spreadsheet
Updates a row in a specific worksheet.
Finds a row by a column and value. Returns the entire row if one is found.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
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.