When this happens...
HubSpot CRMNew Company
Then do this...
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

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

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

Excel
Update Row

Updates a row in a specific worksheet.

Excel
Updated Row

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

Excel
Add Row

Adds a new row to the end of a worksheet.

HubSpot CRM
New Deal

Triggers when a new deal is created.

HubSpot CRM
Create Deal

Creates a new deal.

HubSpot CRM
New Contact

Triggered every time a new contact is created in HubSpot.

HubSpot CRM
Update Deal

Updates an existing deal.

HubSpot CRM
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.

HubSpot CRM
Create Company

Creates a new company.

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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.