Connect HubSpot to Excel

Easily integrate your HubSpot data into Excel with the Windsor.ai ETL connectors.

Our platform automates HubSpot reporting, turning raw data into clear, actionable analytics that drive smarter business strategies and boost ROI.

Forget CSVs. Stop copy/paste. Connect data in 2 minutes. No code required.

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Windsor.ai is your proven HubSpot to Excel connector

Transform raw data into actionable insights with HubSpot to Excel integration

Seamlessly integrate your HubSpot CRM data into Excel to gain powerful insights across marketing, sales, and customer service. Analyze performance, streamline workflows, and unlock the following key benefits:

Automate reporting

Automatically sync your HubSpot data with Excel to get up-to-date insights into leads, conversions, and sales activity, without manual exports or delays.

Customize dashboards

Create dynamic reports in Excel to track key CRM metrics like lead sources, conversion rates, pipeline performance, and others. Share real-time insights across teams to align efforts, uncover opportunities, and make the most out of your HubSpot analytics for smarter, data-driven strategy.

Get a unified view of customer journey

Merge HubSpot CRM data with other sources in Excel to map the entire customer lifecycle, from first interaction to deal closure. This unified view helps you identify gaps, optimize touchpoints, and improve customer engagement throughout the sales process.

Using Windsor.ai connector to import data from HubSpot into Excel

Most traditional methods for integrating HubSpot with Excel involve manual exports, complex setups, or costly tools. Windsor.ai removes these barriers with a no-code ELT connector that automates data syncing for streamlined reporting and smarter CRM analysis.

In just a few steps, Windsor.ai connects your HubSpot data to Excel, helping you track leads, monitor customer journeys, and optimize your sales pipeline.

With Windsor.ai, you can:

Automate HubSpot data transfers to Excel with Windsor.ai, eliminating manual work and minimizing the risk of reporting errors.
Get real-time visibility into key CRM metrics such as conversion rates, lead engagement, and pipeline progression in one unified Excel spreadsheet.
Merge HubSpot insights with data from other platforms to build a holistic view of your marketing and sales performance.
Easily tailor pre-built HubSpot dashboards to track the CRM metrics that matter most to your business goals.

Join over 4,000 businesses that trust Windsor.ai to streamline HubSpot to Excel integration

How to connect HubSpot to Excel in Windsor.ai

Make sure you have the following prerequisites before setting up the connector:

HubSpot account
Excel document
Active Windsor.ai account

Register and log in to Windsor.ai

Create a new Windsor.ai account or log in if you already have one.

Connect a data source

Connect HubSpot in your Windsor.ai dashboard. Select the necessary account(s) you want to pull data from and click “Next.”

Select your destination

Choose “Excel” as the data destination and copy your API Key. Find the API key provided in the instructions below.

Sync Windsor.ai data with Excel

Go to Excel, click “Data” -> “Web,” and paste your previously copied API key URL in the pop-up.

Visualize your data

Congratulations, you’ve connected your spreadsheet with Windsor.ai and integrated HubSpot data into Excel!

google sheets connector to integrate data

FAQs

What is HubSpot?

HubSpot is a leading CRM platform that allows businesses to manage marketing, sales, and customer service in one place. It offers comprehensive tools for contact management, email marketing, social media marketing, lead generation, tracking, and business analytics. Built on inbound marketing and sales methodologies, HubSpot helps businesses attract, convert, and retain customers while streamlining internal processes.

What is Excel?

Excel is a powerful spreadsheet tool that helps you organize, explore, and make sense of your data, from tracking performance and planning budgets to building reports and visualizing trends. Excel makes working with data simple and efficient with features like formulas, pivot tables, and charts, turning raw numbers into clear insights that drive smarter decisions.

Do you have helpful links to get started with integrating HubSpot and Excel using Windsor.ai?

Yes, we have helpful resources to help you get started. You can explore our official documentation and ready-to-use templates for seamless HubSpot to Excel integration with Windsor.ai:

How much does it cost to integrate HubSpot into Excel with Windsor.ai?

Windsor.ai’s pricing for HubSpot to Excel data integration can vary depending on your use case. We offer absolutely transparent pricing plans for diversified business needs and budgets.

How much time do I need to create a HubSpot and Excel integration?

Windsor.ai provides a user-friendly interface and a robust data connector that extracts, transforms, and loads HubSpot data into Excel in under 5 minutes, making the process quick and hassle-free.

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Connect HubSpot to Excel