Microsoft Excel + HubSpot
Add new HubSpot deals to Microsoft Excel rows for streamlined organization
Effortlessly keep track of new deals in your HubSpot by adding them as rows in a designated Microsoft Excel table. With this workflow, once a new deal is created in HubSpot, it will be seamlessly added to an Excel table of your choice. Stay organized and easily monitor your sales progress by consolidating all your deal information in one accessible spreadsheet.
Effortlessly keep track of new deals in your HubSpot by adding them as rows in a designated Microsoft Excel table. With this workflow, once a new deal is created in HubSpot, it will be seamlessly added to an Excel table of your choice. Stay organized and easily monitor your sales progress by consolidating all your deal information in one accessible spreadsheet.
- When this happens...
New DealNew Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Row to TableAdds a new row to the end of a specific table.
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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- Create HubSpot tickets from new Microsoft Excel rows
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- Update rows in Microsoft Excel to create contacts in HubSpot
- Add new rows in Microsoft Excel when contact properties update in HubSpot
- Add new rows in Microsoft Excel for new engagements in HubSpot
- Create or update HubSpot contacts when new rows are added in Microsoft Excel
- Create new HubSpot companies from new rows in Microsoft Excel
- Add rows in Microsoft Excel for new or updated contacts in HubSpot
- Update HubSpot companies when rows in Microsoft Excel are updated
- Create spreadsheets in Microsoft Excel for every new form submission in HubSpot
- Update rows in Microsoft Excel when new form submissions happen in HubSpot
- Update rows in Microsoft Excel when new deal property changes occur in HubSpot
- Track new HubSpot deal property changes by adding rows in Microsoft Excel
- Create new HubSpot contacts from new Microsoft Excel worksheets
- Add new or updated HubSpot companies as rows in Microsoft Excel
- Update Microsoft Excel rows with each changed deal stage in HubSpot
- Update HubSpot deals when new rows are added in Microsoft Excel table
- Add rows in Microsoft Excel for new email events in HubSpot
- Add new HubSpot contacts to Microsoft Excel spreadsheets instantly
- Add new contacts to HubSpot workflow when new rows are created in Microsoft Excel
- Update HubSpot tickets when rows are updated in Microsoft Excel
- Add rows in Microsoft Excel when new company property changes occur in HubSpot
- Update HubSpot contacts list when rows are updated in Microsoft Excel
- Update HubSpot contacts when new rows are added in Microsoft Excel
- Add new Microsoft Excel rows to HubSpot as contacts in workflow
- Add new or updated HubSpot contacts to Microsoft Excel rows instantly
- Create new HubSpot objects from new Microsoft Excel rows
- Update HubSpot companies with updated rows in Microsoft Excel
- Update HubSpot deals when Microsoft Excel rows are updated
- Create new HubSpot contacts from new Microsoft Excel worksheets
- Create spreadsheets in Microsoft Excel for every new deal property change in HubSpot
- Create new HubSpot products from updated rows in Microsoft Excel
- Verify US addresses in AddressZen and add rows in Microsoft Excel for new contact property changes in HubSpot
- Validate new contact property changes in HubSpot with AddressZen and add Microsoft Excel rows
- Add new HubSpot form submissions to a Microsoft Excel table as rows
Related Zap Templates
- Add new HubSpot form submissions to Excel as new rows
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- Create or update HubSpot contacts from new Microsoft Excel rows
- Create HubSpot form submissions from new Microsoft Excel rows
- Add new HubSpot contacts to Microsoft Excel rows for streamlined data tracking
- Add rows to Microsoft Excel for new contacts in HubSpot
- Create new HubSpot deals when Microsoft Excel rows are updated
- Add new rows in Microsoft Excel when contact properties update in HubSpot
- Create new HubSpot companies from new rows in Microsoft Excel
- Create spreadsheets in Microsoft Excel for every new form submission in HubSpot
- Track new HubSpot deal property changes by adding rows in Microsoft Excel
- Update Microsoft Excel rows with each changed deal stage in HubSpot
- Add new HubSpot contacts to Microsoft Excel spreadsheets instantly
- Add rows in Microsoft Excel when new company property changes occur in HubSpot
- Add new Microsoft Excel rows to HubSpot as contacts in workflow
- Update HubSpot companies with updated rows in Microsoft Excel
- Create spreadsheets in Microsoft Excel for every new deal property change in HubSpot
- Validate new contact property changes in HubSpot with AddressZen and add Microsoft Excel rows
- Add new HubSpot list contacts to Excel spreadsheet rows
- Add new HubSpot tickets to Microsoft Excel as rows instantly
- Add new HubSpot list contacts in lists to Excel spreadsheets
- Update HubSpot deals when Microsoft Excel rows are updated
- Add new HubSpot contacts to a Microsoft Excel table as rows
- Create HubSpot products from new Microsoft Excel rows
- Update Microsoft Excel rows with new HubSpot deal stages
- Update Microsoft Excel rows with HubSpot deal stage changes
- Create HubSpot contacts from new Microsoft Excel table rows
- Add new rows in Microsoft Excel for new engagements in HubSpot
- Add rows in Microsoft Excel for new or updated contacts in HubSpot
- Update rows in Microsoft Excel when new form submissions happen in HubSpot
- Create new HubSpot contacts from new Microsoft Excel worksheets
- Update HubSpot deals when new rows are added in Microsoft Excel table
- Add new contacts to HubSpot workflow when new rows are created in Microsoft Excel
- Update HubSpot contacts list when rows are updated in Microsoft Excel
- Add new or updated HubSpot contacts to Microsoft Excel rows instantly
- Update HubSpot deals when Microsoft Excel rows are updated
- Create new HubSpot products from updated rows in Microsoft Excel
- Add new HubSpot form submissions to a Microsoft Excel table as rows
- Create contacts in HubSpot from new rows in Microsoft Excel
- Add Microsoft Excel rows to sheets for new HubSpot form submissions
- Add New HubSpot Form Submissions to a Microsoft Excel Table as Rows
- Create rows in Microsoft Excel for new HubSpot deals
- Create HubSpot tickets from new Microsoft Excel rows
- Add rows to Microsoft Excel when new deal properties change in HubSpot
- Update Microsoft Excel spreadsheets with new contact property changes in HubSpot
- Track updated HubSpot ticket properties by adding rows to a Microsoft Excel table
- Update rows in Microsoft Excel to create contacts in HubSpot
- Create or update HubSpot contacts when new rows are added in Microsoft Excel
- Update HubSpot companies when rows in Microsoft Excel are updated
- Update rows in Microsoft Excel when new deal property changes occur in HubSpot
- Add new or updated HubSpot companies as rows in Microsoft Excel
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