Microsoft Excel + HubSpot

Create spreadsheets in Microsoft Excel for every new deal property change in HubSpot

Easily keep track of changes to new deals in HubSpot by automating a workflow that seamlessly generates a spreadsheet in Microsoft Excel. With this streamlined process, you can immediately see changes to new deals, making it simple to monitor progress and keep your team aligned and informed. This automation fosters efficient documentation and ensures you never miss an update, enhancing your ability to manage deals effectively.

Easily keep track of changes to new deals in HubSpot by automating a workflow that seamlessly generates a spreadsheet in Microsoft Excel. With this streamlined process, you can immediately see changes to new deals, making it simple to monitor progress and keep your team aligned and informed. This automation fosters efficient documentation and ensures you never miss an update, enhancing your ability to manage deals effectively.

  1. When this happens...
    HubSpotHubSpot
    New Deal Property Change

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

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Spreadsheet

    Creates a new spreadsheet

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    Trigger
    Scheduled
    Try It
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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.
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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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