Microsoft Excel + HubSpot

Create new HubSpot engagements from updated rows in Microsoft Excel

Keep your customer data current and organized with this streamlined workflow between Microsoft Excel and HubSpot. When you modify a row in your Excel sheet, a corresponding engagement is instantly created in HubSpot, allowing you to manage customer relationships more effectively. This seamless integration not only eliminates time-consuming manual data updates, but also ensures a consistently updated system for improved efficiency.

Keep your customer data current and organized with this streamlined workflow between Microsoft Excel and HubSpot. When you modify a row in your Excel sheet, a corresponding engagement is instantly created in HubSpot, allowing you to manage customer relationships more effectively. This seamless integration not only eliminates time-consuming manual data updates, but also ensures a consistently updated system for improved efficiency.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

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

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • Worksheet IDRequired

    • RangeRequired

    • Apply To

    Action
    Write
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excel logo

About Microsoft Excel

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.
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Related categories

  • Microsoft
  • Spreadsheets

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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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