In today’s business environment, CRM systems and data analysis tools are essential for achieving growth. HubSpot and Microsoft Excel are two such solutions that are actively utilized by businesses. HubSpot is a comprehensive CRM platform for managing marketing, sales, and customer service, and the importance of Excel is quite undisputable as well. This blog post explores the integration of HubSpot and Excel and how it can help businesses improve their operations. We’ll show you the easiest way to achieve this integration using the Excel Add-in for HubSpot by Devart. This feature-rich add-in allows extracting and analyzing data from HubSpot without leaving the Excel environment, making data management and analysis more efficient and streamlined.
Contents
- About HubSpot
- About Microsoft Excel
- Benefits of integration between HubSpot and Excel
- Best solution for integration: Devart Excel Add-in for HubSpot
- How to install and connect the Excel Add-in for HubSpot
- How to preview and import data from HubSpot to Excel
- How to bulk edit HubSpot data in Excel Online
- Conclusion: The advantages of Devart Excel Add-ins
About HubSpot
HubSpot is a powerful and comprehensive CRM system designed to help businesses streamline their marketing, sales, and customer service processes. It is a cloud-based software product that offers a wide range of features and capabilities. With HubSpot, businesses can create and execute marketing campaigns, automate sales processes, and provide excellent customer service. The platform offers a range of tools for inbound marketing, including social media management, email marketing, and content creation. It also includes sales automation features such as lead management, deal tracking, and sales analytics. The customer service module of HubSpot allows businesses to track interactions, manage customer inquiries, and provide personalized support. The platform’s unified database allows businesses to have a complete view of their customers, from their contact information to their purchase history.
About Microsoft Excel
Microsoft Excel is a well-known spreadsheet application, everyone’s go-to solution for creating spreadsheets, performing calculations, and visualizing data using charts and graphs. One of the most significant features of Excel is its ability to handle large amounts of data. Users can manage and organize data using filters, sorting, and formatting. Excel also offers a range of functions and formulas for data analysis, making it an ideal tool for financial modeling, forecasting, and trend analysis. Furthermore, Excel helps users create dynamic visualizations of data, including charts, graphs, and pivot tables. All of these features make it easier to analyze data and identify patterns and trends, providing valuable insights for decision-making. The capabilities of Excel make it an ideal tool for businesses of all sizes and industries.
Benefits of integration between HubSpot and Excel
The integration between HubSpot and Excel creates a synergy that can significantly enhance data analysis, reporting, and decision-making processes.
For example, one of the significant benefits of integrating HubSpot and Excel is the ability to create detailed reports that help businesses identify trends, patterns, and opportunities. Excel’s advanced data manipulation and visualization tools allow analyzing data from multiple sources, including HubSpot, to create custom reports and dashboards that provide an in-depth view of their business operations.
Another benefit of the integration is the ability to streamline business processes. For example, using the Excel Add-in for HubSpot, businesses can easily make use of the following data:
- Sales data: Import sales performance data to track trends, identify top-performing products, and calculate sales forecasts.
- Marketing analytics: Analyze marketing campaign effectiveness, email open rates, and lead conversion metrics.
- Customer service metrics: Review customer satisfaction scores, ticket volumes, and resolution times to improve service strategies.
Additionally, integration between HubSpot and Excel can help with budgeting and forecasting. By importing financial data from HubSpot and combining it with other data sources, businesses can create accurate and detailed financial models that enable them to make informed decisions about their operations.
Overall, the integration between HubSpot and Excel offers a range of benefits for businesses looking to improve their operations and decision-making processes, which ultimately result in increased productivity and profitability.
Best solution for integration: Devart Excel Add-in for HubSpot
The Excel Add-in for HubSpot by Devart is a useful tool that helps manage HubSpot data directly from Microsoft Excel and thus facilitates data management and analysis. It provides real-time data synchronization, ensuring that users always have the latest information at hand. It also supports custom fields and advanced filtering and sorting.
All in all, this add-in is an ideal solution for businesses of all sizes and industries looking to streamline the management and analysis of their HubSpot data.
How to install and connect the Excel Add-in for HubSpot
Here’s an illustrated step-by-step guide on how to install and configure the Devart Excel Add-in for HubSpot.
Installation
Devart Excel Add-ins are available for a variety of databases and cloud data sources. First, you need to go to the corresponding download page to get the installer. Then run the downloaded installer and follow the wizard’s instructions.
Configuration
Once you run the newly installed Add-in for Hubspot, you’ll need to choose an authentication type. For this guide, we will proceed with the private app authorization, which requires an Access Token for connection.
Private app authorization
If you require access to specific data from your HubSpot account via an API, consider creating a private app. This involves setting up the said app in HubSpot, configuring permissions, and generating an Access Token, which will be used to create a private app connection in the Excel Add-in.
1. First off, log in to your HubSpot and go to Settings.
2. Go to Integrations > Private apps and click Create a private app.
3. Fill in your app’s basic info, upload a logo, and provide a description.
4. On the Scopes tab, select the required permissions and create the app.
5. Use the Show token button to get your Access Token for the connection.
Now you can use this Access Token to establish a connection specifically for the newly created private app. To do that, go to Excel, proceed to the settings of the add-in, and enter the Access Token in the corresponding field. To ensure that the connection has been successfully set up and is functioning correctly, it’s recommended to perform a test. You can easily do this by clicking the Test button in the same settings. This action will verify the integrity of the connection between Excel and your HubSpot account using the private app credentials you’ve provided.
How to import data from HubSpot to Excel
Now let’s see how to import data from HubSpot into an Excel worksheet.
1. After setting all the necessary connection parameters, click Next, which will open the Select data source object and set filter window. In this window, you can choose the table to be imported, customize conditions and filters for data import, and specify the sorting order. You can use the visual Query Builder to create a query or switch to the SQL Query tab to get the required data by writing a SELECT query.
You can customize your query in the following ways:
- Add Conditions & Filters: Specify any conditions and filters to tailor the import. This could include date ranges, specific properties, or customer segments.
- Sort Order: Determine the sorting order of your data, such as ascending or descending by date, name, or any other relevant field.
2. After selecting a table or crafting an SQL query, click Next.
3. After that, you will proceed to the Preview window, where you can check your data and choose whether you want to import data to a new or existing worksheet.
4. Click Finish to complete the data import process. The data will be retrieved and displayed in the indicated Excel worksheet.
How to bulk edit HubSpot data in Excel Online
To reduce manual work, you can easily bulk edit HubSpot data in Excel Online. Let’s show you how it’s done with contacts and deals.
Bulk editing of contacts
Bulk editing contacts in Excel Online allows you to quickly update multiple records simultaneously. Follow these steps to modify contact information such as first names, cities, and job titles.
To begin editing, click Edit Mode.
To modify contact data, locate the required columns and edit the desired entries. For example, let’s change a contact’s first name to “Maya”.
Now let’s find the column that lists the cities of our contacts and update a few city names.
We might just as well scroll to job titles and edit them to reflect any new positions.
Modified cells will be highlighted in olive by default, helping you track which data has been updated. If preferred, you can customize the highlighting colors via the Appearance section in the Options menu.
Finally, once you have finished editing, click Commit.
Bulk editing of deals
Modifying deal information directly in Excel and syncing changes back to HubSpot is just as easy.
For example, we will locate a deal named “EcoGuardian Tech” and change the deal name to “EcoGuardian Tech New”. Additionally, we will update the deal stage to “Qualified to Buy” by editing the respective column.
To get our edits accurately reflected in HubSpot, we click Commit.
That’s how you can edit your deals in about the same way. Once you commit your changes, wait a bit…
…and then go to HubSpot to make sure your edits are all there. In our case, you can see that everything has been updated as intended. Here is an edited contact.
And here is an edited deal.
Conclusion: The advantages of Devart Excel Add-ins
Devart Excel Add-ins are powerful tools that provide businesses of all sizes with simplified data management, analysis, and reporting. HubSpot is just one of the possible options; there is a huge variety of supported data sources. Let’s briefly recap some key advantages of utilizing Devart Excel Add-ins to manage your data:
Streamlined data management: Excel Add-ins simplify repetitive tasks, reducing manual data entry into various sources to something as quick and simple as typing in a spreadsheet.
Enhanced collaboration: Excel Add-ins easily facilitate collaboration among team members. Real-time data sharing and synchronization ensures that everyone has access to the latest information.
Multitude of supported data sources: Currently, Excel Add-ins cover 25+ data sources, including the most popular database systems, major CRM platforms, and other services.
Now you can see that managing your CRM data is as easy as editing a spreadsheet. Thus we encourage you to explore the rich selection of Devart Excel Add-ins and see them in action firsthand.
