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Sync HubSpot data to Microsoft Excel for custom reporting and analysis. Latenode’s flexible integration lets you transform data with JavaScript, then scale affordably by paying only for execution time.
Connect HubSpot and Microsoft Excel in minutes with Latenode.
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Create a New Scenario to Connect HubSpot and Microsoft Excel
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Microsoft Excel will be your first step. To do this, click "Choose an app," find HubSpot or Microsoft Excel, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
HubSpot
Add the Microsoft Excel Node
Next, click the plus (+) icon on the HubSpot node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.
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Microsoft Excel
Authenticate Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Configure the HubSpot and Microsoft Excel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and Microsoft Excel Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft Excel
Trigger on Webhook
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HubSpot
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring HubSpot, Microsoft Excel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HubSpot and Microsoft Excel integration works as expected. Depending on your setup, data should flow between HubSpot and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
HubSpot + Microsoft Excel + Slack: When a deal reaches a specific stage in HubSpot, the deal information is added as a new row in a Microsoft Excel worksheet. A celebratory message is then sent to a designated Slack channel.
Microsoft Excel + HubSpot + Google Sheets: When a new row is added to a Microsoft Excel table, the contact information is used to create or update a contact in HubSpot. A backup of the row data is also added to a Google Sheet.
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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How can I connect my HubSpot account to Microsoft Excel using Latenode?
To connect your HubSpot account to Microsoft Excel on Latenode, follow these steps:
Can I automatically update Excel with new HubSpot contacts?
Yes, easily! Latenode's real-time triggers ensure Excel sheets stay updated. Visualize contact trends, calculate conversion rates, and generate custom reports without manual data entry.
What types of tasks can I perform by integrating HubSpot with Microsoft Excel?
Integrating HubSpot with Microsoft Excel allows you to perform various tasks, including:
How do I handle large HubSpot data exports into Microsoft Excel?
Latenode handles large datasets efficiently, using optimized data transfer and processing. You can transform data into Excel without performance bottlenecks.
Are there any limitations to the HubSpot and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: