An automated workflow using integromat
Connects HubSpot + Microsoft Excel
Add a won HubSpot CRM deal to Microsoft 365 Excel with a calculated sales commission
About this workflow template
This automation scenario allows you to connect HubSpot and Microsoft Excel
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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 integromat:
Diagram
How it works?
When this trigger fires in HubSpot
Watch CRM Objects in HubSpot
Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].
Then this action happens in Microsoft Excel
Add a Worksheet Row in Microsoft Excel
Adds a new worksheet row.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add a won HubSpot CRM deal to Microsoft 365 Excel with a calculated sales commission.
Part I
Configure Applications
First, we need to connect HubSpot and Microsoft Excel to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Connect Microsoft Excel to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for HubSpot
Choose the following trigger: Watch CRM Objects (Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].).
Then set up an Action for Microsoft Excel
Choose this action: Add a Worksheet Row (Adds a new worksheet row.).
Part III
Test and Publish
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 a won HubSpot CRM deal to Microsoft 365 Excel with a calculated sales commission!
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triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Add row
Adds a new row to the end of a worksheet.
actionbyzapierAdd row to table
Adds a new row to the end of a specific table.
actionbyzapierpabbly-connectAdd a worksheet row
Adds a new worksheet row.
actionbyintegromatCreate spreadsheet
Creates a new spreadsheet
actionbyzapierUpdate row
Updates a row in a specific worksheet.
actionbyzapierintegratelyFind row
Finds a row by a column and value. Returns the entire row if one is found.
actionbyzapier
Apps you need
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
