How to Integrate HubSpot With Excel

Updated on:

May 11, 2026

By:

Use this interactive demo to learn how to connect Excel to HubSpot via the App Marketplace.

Quick summary

The HubSpot Excel Integration lets you sync your HubSpot CRM data directly into Excel by installing the Excel Data Connector from the HubSpot App Marketplace. Once installed and authorized, you can configure your data refresh rate and subscription interval to keep your spreadsheets automatically up to date.

Steps

Navigate to the App Marketplace by clicking the store icon in the top right of HubSpot.
Search for "Excel Integration" in the search bar and select it from the results.
Click the Install app button to begin the installation process.
You will be redirected to Datawarehouse's Excel Data Connector page — select your preferred Data refresh rate and Subscription Interval.
Click Authorize to grant the necessary permissions and continue.
Choose your HubSpot account on the authorization page.
Click the Connect app button to finalize the connection.
Complete the checkout form to activate and start using the connector.

📌 Why this matters

The HubSpot Excel Integration bridges the gap between your CRM and spreadsheet workflows, allowing teams to export and automatically refresh HubSpot CRM data — including contacts, deals, and companies — directly in Microsoft Excel. This eliminates manual data exports and keeps sales and marketing reports perpetually current without leaving Excel. For businesses that rely on Excel for reporting and analysis, connecting it to HubSpot via Datawarehouse's Excel Data Connector is a fast, no-code path to live CRM insights.

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