Connect HubSpot CRM and Microsoft 365 Excel integrations
Connect HubSpot CRM and Microsoft 365 Excel with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like HubSpot CRM and Microsoft 365 Excel to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new company is created.
Triggers when a new contact is created.
Triggers when a new contact is added to a list (only for users with the paid Marketing account).
Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].
Triggers when a new deal is created.
Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.
Triggers when a new file is stored in file manager.
Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.
Triggers when data is submitted from a given form.
Triggers when a new email timeline subscription added for the portal.
Triggers when a new ticket is created.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Deletes a table.
Deletes a worksheet row.
Downloads the content of a specified Excel workbook.
Gets the metadata of a specified table.
Performs an arbitrary authorized API call.
Updates an existing table.
Updates an existing table column.
Updates an existing worksheet row.
Retrieves a list of all table rows in a workbook.
Retrieves a list of all table objects.
Retrieves a list of worksheet rows.
Retrieves a list of worksheet objects.
Retrieves data for a given range.
Searches for Excel workbooks.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
Build your HubSpot CRM and Microsoft 365 Excel integrations.
Create custom HubSpot CRM and Microsoft 365 Excel workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list.
Adds a contact to a specific workflow.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Connect any app with HubSpot CRM and Microsoft 365 Excel
Popular HubSpot CRM and Microsoft 365 Excel workflows.
Looking to get more out of HubSpot CRM and Microsoft 365 Excel? With Make you can visually integrate HubSpot CRM and Microsoft 365 Excel into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add a won HubSpot CRM deal to Microsoft 365 Excel with a calculated sales commission
Whenever a HubSpot CRM deal is closed (the deal changes its deal stage to a value of your choice), Make will create a new row in a Microsoft 365 Excel worksheet with the deal's details and calculated sales commission. Your Microsoft 365 Excel worksheet has to contain headers (at least 6 to see the template's default settings).
TRY IT ->Fetch data from your app and add a new row on Microsoft Excel
Automatically send data from an external app to Microsoft 365 Excel as a new row in your table. Streamline data management with this integration.
TRY IT ->Send WhatsApp messages for new Excel rows
Every time a new row is added to your Excel spreadsheet, Make will automatically send a message in WhatsApp.
TRY IT ->Update HubSpot contacts using data from a custom webhook
Automatically update HubSpot contacts with data from a custom webhook. Trigger updates by receiving data, searching contacts, and updating them in HubSpot CRM.
TRY IT ->Watch CRM objects in HubSpot and update Google Sheets rows accordingly
Automatically update Google Sheets rows when HubSpot CRM objects change. Keep your data synchronized across HubSpot and Google Sheets effortlessly.
TRY IT ->Watch HubSpot CRM contacts and add new rows to Google Sheets
Automatically track new HubSpot CRM contacts and instantly add them as new rows in Google Sheets for streamlined data management and organization.
TRY IT ->Add new HubSpot contacts to Sendy mailing list
Automatically add new HubSpot CRM contacts to your Sendy mailing list, ensuring your email marketing reaches every new contact effortlessly.
TRY IT ->Watch CRM objects in HubSpot and send data via HTTP action
Automatically monitor HubSpot CRM objects and send the data via HTTP action for real-time updates and streamlined data management.
TRY IT ->Upload Google Ads conversions from HubSpot CRM interactions
Automatically upload Google Ads conversions from HubSpot CRM interactions. Track customer actions in HubSpot and update Google Ads for precise conversion tracking.
TRY IT ->
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 500,000+ Makers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."