Sometimes, there's nothing better than a clean, error-free and up-to-date spreadsheet where you can manipulate data, customize columns or even just hold a backup of your information. However, it can be difficult to move information from your favorite apps to a spreadsheet. No longer. With this HubSpot CRM-Excel integration, whenever a new company is created in HubSpot, its information is sent to Excel as a new row. All of the information you want, where you want it, automatically.
How this HubSpot CRM-Excel integration works
- A new company is added in HubSpot CRM
- Zapier creates a new row in Excel from this information
- HubSpot CRM
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Triggers when a new row is added to a worksheet in a spreadsheet.
Updates a row in a specific worksheet.
Triggers when a row is added or updated in a worksheet.
Adds a new row to the end of a worksheet.
Triggers when a new deal is created.
Creates a new deal.
Triggered every time a new contact is created in HubSpot.
Updates an existing deal.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Create a new contact or update an existing contact based on email address.