HubSpot to Excel Integration
Get your data directly to your Excel spreadsheets
Bring your HubSpot data into your prefered spreadsheet
Are you working with HubSpot and finding yourself manually exporting files to create your Excel reports? You're not alone — and there's a better solution.
The automated HubSpot & Excel connection eliminates the need for manual exports: your data is automatically updated, your team works in the environment they already know well, and you always have the accurate, up-to-date information you need.
Powerfull tools
Take advantage of Pivot Tables, custom excel formulas, and other advanced analytics tools
Automatic data flow
Have your data updated, everywhere, at all time. You can use both excel desktop and web version.
Data unification
Combine HubSpot data with information from your ERP, accounting software, or any other application — all in the same file.
Familiar environment
Work on the files and spreadsheets you already use. No need to change the way you work — the solution adapts to you.
Development Options
Use Automate scripts, VBA or Python to expand the capabilities of analytics and automations
Two-way flow
The connection works also the other way around: data you maintain or export to Excel can be automatically imported into HubSpot.
Is HubSpot - Excel Integration the right solution for you?
HubSpot & Excel connection is ideal when:
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You are on HubSpot Starter plan and do not have access to custom reports (Professional/Enterprise) — with Excel you get advanced analysis capabilities without upgrading your plan.
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Your team is already familiar with Excel — financial managers, controllers, and analysts who have been working with spreadsheets for years don't need to learn a new tool.
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You need to combine HubSpot data with external sources — ERP, accounting program, e-commerce platform — that HubSpot cannot analyze on its own.
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You have specific templates or formats that management or external partners use and you cannot change.
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You do repetitive manual exports every week or month — and you want to stop wasting time.
Frequently asked questions
Do I need a specific HubSpot plan to use this solution?
No. That's one of its key benefits. The Excel connection works regardless of your HubSpot plan — even on the Starter plan you can get advanced analytics capabilities.
How often is data updated in Excel?
It depends on your needs and how you implement it. It can be set to automatically update at regular intervals — daily, hourly, or real-time, depending on the level of detail required.
Can I combine HubSpot data with data from my ERP or accounting?
Yes — that's exactly one of the strengths of this approach. You can consolidate data from multiple sources into the same Excel file, creating analyses that aren't possible within HubSpot.
What if I use Google Sheets instead of Excel?
We offer the same solution for Google Sheets. The logic and capabilities are similar — the choice depends on the environment your team already uses.
Will it be too technical for me to manage this integration?
Not from you. We handle the implementation and setup. After installation, your team simply works with Excel as usual — data updates happen automatically in the background.
What if I need more complex analysis in the future?
Connecting to Excel is often the first and most practical step. For businesses with more complex needs — integrating multiple systems, enterprise-level reporting, or advanced visualizations — the next step could be connecting to Power BI.