It is very easy to integrate Microsoft Excel with HubSpot. Here’s a quick guide on how to do it:
- 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.
- After that, choose 'Excel Integration' from the available integration options.
- Subsequently, tap 'Install App' to proceed.
- Choose your preferred Refresh Rate and Subscription Interval. Once done, tap 'Get Started'.
- Next, click 'Authorize'.
- Select the HubSpot account you prefer to use and then click 'Choose Account'.
- Finally, agree with the terms and then click 'Connect App'. After completing these steps, your HubSpot account will be integrated instantly with Microsoft Excel.
