Microsoft Excel + HubSpot

Update rows in Microsoft Excel when deal stages are updated in HubSpot

Streamline your sales and data management process by linking HubSpot and Microsoft Excel. Whenever a Deal Stage in HubSpot is updated, this workflow will correspondingly update a row in your Excel spreadsheet. This not only saves you from manual data entry but also ensures real-time alignment between your sales tracking and data records, keeping you organized and efficient.

Streamline your sales and data management process by linking HubSpot and Microsoft Excel. Whenever a Deal Stage in HubSpot is updated, this workflow will correspondingly update a row in your Excel spreadsheet. This not only saves you from manual data entry but also ensures real-time alignment between your sales tracking and data records, keeping you organized and efficient.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Update Row

    Updates a row in a specific worksheet.

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Property NameRequired

    Trigger
    Instant
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    • 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.

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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