Struggling to connect HubSpot to Microsoft Excel? You are in the right place. This guide will show you several methods to connect HubSpot to Microsoft Excel. We will explain each method in detail. We will help you find the best way to pull data from HubSpot into Microsoft Excel that works for your usecase.

We will also help you discover different use cases which are possible after you connect HubSpot to Microsoft Excel. For example - It’s perfect for creating automated reports, bulk updating data in HubSpot and automating various workflows - thereby reducing manual effort and enhancing productivity.

Superjoin offers the best method to sync HubSpot and Microsoft Excel. It not only allows you to pull data into ​Microsoft Excel but also push data back to HubSpot from Microsoft Excel 

Why should a business consider using HubSpot? 

HubSpot has proved to be one of the best CRM tools. According to Gartner’s Magic Quadrant report HubSpot is named a Leader for B2B Marketing Automation Platforms, widely adopted for its ability to improve revenue operations. 

As shown in HubSpot’s 2024 ROI Report, businesses using HubSpot CRM see an average 25% increase in productivity, with 73% of users reporting higher sales conversion rates and 52% experiencing a boost in customer retention. This shows the growing reliance on HubSpot’s platform for business growth.

Different Methods of Integrating HubSpot to Microsoft Excel:

• Using Superjoin: No Code, 2 Way Sync, Automated Reporting and Workflows

• Using Zapier: Recommended for limited, pre-designed workflows

Let’s dive deep into each method:

Method 1: Step-by-Step Integration Process Using Superjoin

Superjoin is a HubSpot Certified App on the HubSpot Marketplace to connect HubSpot and Microsoft Excel. It’s often recommended as the best tool in various HubSpot community answers by different HubSpot users. It was also voted #1 on product hunt with over 1400+ upvotes.  

Here’s a quick guide on how to connect HubSpot to Microsoft Excel using Superjoin:

Step 1: Open this link, click on Get it now.

• Once installed, click on Open in Excel or Try using it online (for Excel online).
  
  

  

Step 2: Launch Superjoin by opening the add-in and clicking on Open Sidebar. Login with your Microsoft account to start using Superjoin.

Step 3: Select HubSpot as the Data Source

Click on Sources. Choose HubSpot as the data source.

Click on Connect to connect to your HubSpot account and follow the on-screen instructions.

Step 4: Import Data from HubSpot to Microsoft Excel 

Select the data objects you want to import from HubSpot, such as Deals, Contacts, or other relevant information, and click on Import.

Step 5: Set Up Automatic Sync

Set up automatic sync between HubSpot and Microsoft Excel. Set it to auto-refresh on a schedule

That’s it. This will also make sure that your data stays up-to-date.

Why Choose Superjoin for HubSpot Integration?

Let’s take a look at why Superjoin's Microsoft Excel-HubSpot Integration stands out:

Quick and Easy Integration

Several tools offer easy integration between HubSpot and Microsoft Excel. However, Superjoin’s one-click connector makes it quicker and simpler than the rest. You can perfectly sync your data, without any hassle.

Visual Data Preview

Superjoin’s visual preview features allows you to see your data before importing it. You can customize columns, sort, and filter for a clean and organized import..

No Coding Required

You don’t need to be a developer to use Superjoin. Its intuitive design works for everyone, but it’s also powerful enough to handle more advanced needs when required.

Automatic Data Refreshes

With Superjoin, your Excel sheets stay updated with HubSpot data. You can schedule automatic updates or refresh manually with a single click. You can go through Superjoin’s HubSpot Integration Documentation for a full walkthrough.

2-Way Sync

Superjoin allows you to set up 2-Way sync. This ensures that HubSpot and Microsoft Excel are always aligned and up to date.

Save hours of manual work by instantly connecting your SaaS data to Microsoft Excel automatically!

We go a lot more in-depth about these features in our HubSpot integrations page. You can also check out how Superjoin helps overcome challenges that RevOps teams face when integrating HubSpot data.

Alternative Methods for HubSpot and Microsoft Excel Integration

Apart from Superjoin, here are some other ways to connect HubSpot with Microsoft Excel which you might want to take a look at:

Method 2: Using Zapier

Zapier allows you to create a Zap that syncs HubSpot with Microsoft Excel. This option doesn’t require coding but can be limiting for more complex data syncs.

Step-by-Step Integration 

Step 1: Authentication and App Selection: 

-Begin by authenticating your HubSpot and Microsoft Excel accounts within the Zapier platform. Choose HubSpot as the triggering application and Microsoft Excel as the action application.

Step 2: Defining Triggers and Actions:

-Specify the trigger event, such as the creation of a New Contact in HubSpot, and define the corresponding action to update data in Microsoft Excel accordingly.

Step 3: Testing and Optimization:

Once configured, click on Continue and thoroughly test your Zaps to ensure they function as intended.

Explore how Zapier can facilitate integration through their official documentation at Zapier Help Center. This page outlines how to set up Zaps between HubSpot and Microsoft Excel.

Advantages 

Let’s look at what Zapier has to offer:

Beginner Friendly: Zapier is beginner-friendly, allowing anyone to set up workflows without technical knowledge.

Quick Setup: You can get a basic integration running in minutes with their simple UI. They have some predefined workflows that might reduce the time to set up.

Disadvantages 

Zapier’s hand-holding technique might be appealing to the beginners, however there are quite a lot of drawbacks to that. Let’s look at a few of them: 

Historic Data cannot be pulled: Zapier does not support retrieving historical data, so it cannot pull records created in the past. For instance, you won’t be able to retrieve all deals created in the last 7 days.

Not meant to handle large datasets: Zapier is an IFTTT(if this then that) tool to create workflows that need to be real-time, it's not meant to handle large data sets for eg: Getting 100s of contacts from HubSpot to do any analysis or reporting. 

Cost: Zapier can get pricey if you have many Zaps or handle large volumes of data. The free plan is limited, and larger syncs may require premium plans.

To gain deeper insights into the differences between Superjoin and Zapier , explore how Superjoin stands out with its features and pricing compared to Zapier.

Common Use Cases of Integrating HubSpot & Microsoft Excel

HubSpot is a great tool, but it does have limitations like any other tool. Digging deeper into reports, or making bulk updates to data in HubSpot is extremely difficult. All this becomes 100x easier with HubSpot data in Microsoft Excel. Let's see some of the use cases you can unlock by integrating both these platforms together.

Bulk Data Operations

Making bulk updates to data in HubSpot can be quite exhausting. Imagine updating 1000s of contacts or tagging each ticket manually in HubSpot. These are 100s of hours of grunt work. With Superjoin’s 2-Way Sync, you can connect HubSpot to Microsoft Excel to simplify bulk operations like:

• Inserting Bulk Records in different objects in HubSpot: Now you can quickly insert thousands of new records (contacts, deals, tickets, etc.) in HubSpot through Microsoft Excel. Instead of entering them one by one in HubSpot, prepare the data in Sheets and push it directly to HubSpot using Superjoin.

• Updating Bulk Records: Need to update thousands of records? No problem. Make edits in bulk in the comfort of Microsoft Excel and push them back to HubSpot, saving hours of manual work.Reporting - Automated Custom Reporting

• Deleting Bulk Records: Need to clean up outdated or duplicate records from your HubSpot data? Use Superjoin with Microsoft Excel to remove records in bulk. This is under development!

Reporting - Automated Custom Reporting

HubSpot positions their reporting tools as “a single source of truth for all your data.” Although this is true, doing a deep data analysis using HubSpot reports can get really tedious. With over a billion users, Microsoft Excel is one of the most popular spreadsheet tools. It's the most widely used tool for data analysis. 

Let's dive into some specific use cases for reporting that can help your business grow.

1. Sales Pipeline Analysis: Pipeline analysis evaluates and monitors the stages of a sales pipeline. It tracks leads and opportunities from first contact to deal closure. As a result, it leads to increased sales efficiency. Learn more about HubSpot’s Sales Strategy Report and how their analytics can enhance decision-making.
   
   

2. HubSpot Win-Loss Analysis: It focuses on evaluating the reasons why deals are won or lost, providing insights that can help improve business strategies. By analysing data such as customer feedback, competitor performance, and internal sales processes, companies can identify patterns and trends.
   
   

3. HubSpot MRR Dashboard: Monthly Recurring Revenue (MRR) Dashboard is a great use case of reporting. It provides businesses, particularly SaaS companies, with a comprehensive view of their recurring revenue on a monthly basis. If you use Google Sheets, check out this MRR dashboard by Superjoin which helps you dig deeper into your MRR data and find insights. The dashboard typically tracks key metrics such as:
   
   

   • New subscriptions added during the month

   • Churn rate (customers cancelling their subscriptions)

   • Upgrades and downgrades by existing customers
     
     

4. HubSpot Sales Opportunities: Track and analyze potential deals in your pipeline. Evaluate data on lead sources, deal stages, expected closing dates, and projected revenues.
   
   

5. HubSpot Pipeline Creation: This reporting allows teams to make informed decisions, optimize strategies, and allocate resources effectively. Monitor the number of leads or opportunities at each stage and identify bottlenecks.
   
   

6. Marketing Performance Tracking: Assess the effectiveness of your marketing campaigns through custom metrics such as lead generation, conversion rates, and ROI. Use marketing performance templates to visualize your campaign results.
   
   

7. Customer Segmentation Reports: Segment your customers based on various criteria such as behavior, demographics, or purchase history to tailor your marketing efforts.
   
   

8. Lead Scoring Model: Build a highly effective Lead Scoring Model in Microsoft Excel using HubSpot data to prioritize your leads. This model helps you evaluate and rank leads based on engagement levels, behavior, and demographics. For example, tracking website visits, email opens, and customer interactions allows you to identify high-quality leads. With timely updates, you can focus on leads more likely to convert, ensuring your sales team spends time on the most valuable prospects.

For a deeper understanding of custom reporting options, check out HubSpot’s guide to automated reporting and how Superjoin helps overcome challenges that RevOps teams face when integrating HubSpot data. 

In conclusion, integrating HubSpot with Microsoft Excel improves how businesses manage and analyze data. It simplifies bulk data operations, custom reporting, and tracking sales and marketing performance. This integration reduces manual work and increases efficiency.

Conclusions and Key Takeaways

While there are several tools available to iIntegrating HubSpot with Microsoft Excel, Superjoin stands out with its no-code solution by offering powerful features like 2-Way Sync, automated reporting and so much more. These features  make it easier to manage and analyze your data without the complexity.

With all of these features and a user-friendly UI , ideal tool for your HubSpot Microsoft Excel integration. Try Superjoin for free today!