How to Integrate Microsoft Excel with HubSpot

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to connect Microsoft Excel to your HubSpot account.

Quick summary

This tutorial shows how to integrate Microsoft Excel with HubSpot by installing the Excel Integration app directly from HubSpot's Connected Apps settings. The entire connection process takes just a few steps, from authorizing your account to clicking Connect App.

Steps

Inside the main dashboard of your HubSpot workspace, go to the top menu bar and click the Settings icon.
Find the Integrations section and select Connected Apps from the list of options.
Choose Excel Integration from the available integration options.
Tap Install App to proceed.
Choose your preferred Refresh Rate and Subscription Interval, then tap Get Started.
Click Authorize to grant the necessary permissions.
Select the HubSpot account you prefer to use and then click Choose Account.
Agree to the terms and click Connect App to complete the integration with Microsoft Excel.

📌 Why this matters

Integrating Microsoft Excel with HubSpot allows teams to sync CRM data directly into spreadsheets without manual exports, saving time and reducing errors. This HubSpot-Excel connection enables real-time data refresh, so sales and marketing teams always work with up-to-date contact, deal, and pipeline information. For businesses that rely on Excel for reporting and analysis, a direct HubSpot integration eliminates data silos and streamlines workflows. It is an essential setup for any revenue team looking to combine HubSpot's CRM power with Excel's flexible data modeling capabilities.

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