Microsoft Excel
When this happens...
HubSpot CRMNew Company
Then do this...
Microsoft ExcelAdd Row

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

  1. A new company is added in HubSpot CRM
  2. Zapier creates a new row in Excel from this information

Apps involved

  • HubSpot CRM
  • Excel

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Microsoft Excel + HubSpot CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

Update Row

Updates a row in a specific worksheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Add Row

Adds a new row to the end of a worksheet.

New Deal

Triggers when a new deal is created.

Create Deal

Creates a new deal.

New Contact

Triggered every time a new contact is created in HubSpot.

Update Deal

Updates an existing deal.

New Contact Property Change

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 or Update Contact

Create a new contact or update an existing contact based on email address.

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Become a Zapier Integration Partner

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.

See HubSpot CRM Integrations