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.
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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 ->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. Streamline your CRM management by integrating HubSpot with real-time webhook data.
TRY IT ->Send automated emails and add rows to Microsoft Excel with custom webhook triggers
Trigger automated emails and add rows in Microsoft Excel using custom webhooks. Streamline communication and data management with this powerful integration.
TRY IT ->Add new Google Sheets rows for every HubSpot CRM form submission
Automatically add new rows to Google Sheets for every HubSpot CRM form submission, streamlining data management and enhancing your workflow efficiency.
TRY IT ->Search HubSpot contacts and send emails via SendGrid
Automatically search HubSpot contacts and send personalized emails via SendGrid. Streamline communication by integrating HubSpotCRM, CSV, and SendGrid modules.
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 ->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 ->Get Business Data for Hubspot leads with DataForSEO
Automatically enrich your HubSpot leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/17kvwupqQDYCwVUPhqvyKsfmgRzFHsFPUyThNg9Ia8fE/edit?usp=sharing).
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