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.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    New Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

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    • Event Type

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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.

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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  • Marketing Automation

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