Integrating an excel sheet with hubspot

[Chloe1]

We are wanting to know if it is possible to integrate hubspot with an excel spreadsheet so that the excel spreadsheet automatically updates with the live data on hubspot.

[hot_z · Accepted solution]

I've tried this out before so you might want to consider using this. (https://zapier.com/apps/google-sheets/integrations/hubspot)

[LowProfile]

The time is at 2024 and a new tool is now available to "automatically" export HubSpot to Excel.

Here is a blog post detailing step-by-step process in setting up the automation process.

https://dashz.substack.com/p/automatically-export-hubspot-data 

Our company has adopted this approach as this tool has a free account to begin with.

Hope this helps.

[KSchmidt8]

Would this process work to export a single custom object record with approx 100 fields into an excel file that transposes the data; meaning each of the property names are in column 1 and corresponding value is in column 2?  We need  to do this.

[LowProfile]

Hi KSchmidt8:

If you're referring to the process outlined in the article below:
https://dashz.substack.com/p/automatically-export-hubspot-data 

then we believe it can handle 100 fields without any issue.

That said, I have to admit we have not tried using this tool in exporting "custom" objects in HubSpot to Excel.

You may give it a shot to see if it works.

[sherrychen]

Hi @Chloe1 ,

Have you tried this tool on market place? https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/liyfe-1061429    it is a spreadsheet editor on top of hubspot, which read live records and write changes back. Our customer success team uses it to manage custom properties 10 times faster, worth check them out.

Best

SC

[PKramer1]

Has anyone been able to integrate HubSpot with SmartSheets like they have done with Google Sheets? 

[johnelmer]

@Chloe1 @IsaacTakushi 

We just introduced a HubSpot connector for Excel in the HubSpot App Marketplace. The connector is built to refresh data on a regularly schedule basis. You can learn more at https://ecosystem.hubspot.com/marketplace/apps/marketing/analytics-data/excel-integration-216220

[dexholman]

Hi!

I cannot find it in the marketplace is that correct?

Kind regards,

Dex

[johnelmer]

@dexholman  Here is the link:  https://app.hubspot.com/ecosystem/2756921/marketplace/apps/marketing/analytics-data/excel-integratio...

I can confirm it works, but you may need to log in to HubSpot before you can go to that page.

[HenryCipolla]

It's not Excel, but our company does literally this for Google Sheets. We provide query APIs for your data, table builders, and keep all the data up to date: www.demandsage.com

[IsaacTakushi · Accepted solution]

Welcome, @Chloe1 and @KT2000189.

I haven't found any examples of successful integrations with Excel, but it certainly is possible with Google Sheets, as @hot_z mentioned.

This Medium post also outlines how to build a custom integration with Google Sheets yourself.

[KT2000189]

I would like to the answer as well.

Thanks in advance!

[hot_z · Accepted solution]

I've tried this out before so you might want to consider using this. (https://zapier.com/apps/google-sheets/integrations/hubspot)

[rmann]

Hi

If anyone is still interested in excel/gsheets integration, QuarterOne offer this as part of their sales forecasting application.