Automate HubSpot to Excel integration

Get analysis-ready data from HubSpot to Excel on a schedule to streamline your reporting & analytics.

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Why export HubSpot data to Excel

Perform in-depth sales analysis

Export your CRM data from HubSpot to Excel to manage your data without limitations. Segment your customers to make tailored value propositions. Use Excel's pivot table features to perform 360-degree analysis and gain actionable insights. Make more accurate predictions using historical sales and customer data in Excel. Experiment with different variables and forecasted outcomes using what-if analysis.

Share insights with different teams

Export information from HubSpot to Excel and share it with other company departments. Cooperate with your colleagues on processing different types of sales, marketing, and service data. Build advanced dashboards in Excel, or any data visualization tools you prefer, to enable online sales and revenue tracking. Easily share reports with your stakeholders without the need for them to log in to the HubSpot database.

Combine your CRM data with other sources

Make sales, marketing, and financial data work together with HubSpot to Excel integration. Fetch data from multiple HubSpot accounts or entities in one Excel workbook to aggregate it all into one report. Automatically blend information from HubSpot, QuickBooks, Xero, Zendesk, and other software systems. Transform your data into actionable business intelligence with live dashboards in Microsoft Power BI, Google Data Studio, Tableau, etc.

What data to send from HubSpot to Excel

01. Deals

Export HubSpot deals to Excel to look at your sales data from various angles. Review deals in their different stages and examine the reasons for deals lost and deals won . Compare past data to current trends, analyze conversions, and build better sales projections with dedicated Excel functionality.

02. Contacts

Export HubSpot contacts to Excel to understand your buying personas. Aggregate customer and employee lists from several systems in one Excel workbook to compare and unify them. Set automated scheduled import of contacts to Excel to keep consistent,fresh data for your emailing lists and segments.

03. Companies

Send customers’ company data to Excel to analyze geographical sales performance. Create targeted ads and special offers based on this data. Know your big buyers better and focus on increasing their retention rate. Streamline cooperation with external subcontractors by sharing your companies database.

04. Products

Get an online products catalog with actual prices, discounts, and taxes by establishing an automated HubSpot to Excel integration. Filter and format it with robust Excel functions. Smoothly share your product info with your prospects, customers, and contractors. Use archived data to view previous offers, changes, and dynamics.

05. Line items

Review products associated with deals and create highly customized sales breakdowns. Analyze your recurring sales to improve the results of upselling activities. Merge data about products with other details of deals, transactions, or logistics from other sources and systems. Use this information to create accurate revenue projection dashboards.

06. Tickets

Improve your customer satisfaction level with a detailed analysis of support data. Export HubSpot Tickets data to Excel to measure the main customer service metrics, such as ticket volume, first response time, resolution time, and others. Share results with your customer success team and predict their workload based on previous years’ data with the Excel seasonality forecast function.

How to export data from HubSpot to Excel

Step 1. Select HubSpot as a data source and connect your account
30 seconds
Step 2. Pick a data entity to export from HubSpot
10 seconds
Step 3. Specify custom fields (optional)
1 minute
Step 4. Connect your Microsoft OneDrive or SharePoint account
30 seconds
Step 5. Select the data destination in Excel
1 minute
Step 6. Set a schedule for data refreshes or run the importer right away
25 seconds

Why use Coupler.io to set up HubSpot integration with Excel

Pull raw data from HubSpot to Excel to process and analyze it within your workflows and your preferable toolset.

With Coupler.io, you can grab HubSpot data and put it in Excel automatically without additional manual manipulations. Setup is simple and takes just several clicks, and without the need to create SQL or write any other code.

Work with the imported data in Excel with different teams, including production, procurement, R&D, and others. Use powerful Excel data processing capabilities to gain deeper insights into your sales pipeline. Contact the Coupler.io support team to get assistance with your particular case.

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You ask, we answer!

Can I export HubSpot reports to Excel with Coupler.io?

HubSpot reports cannot be imported to Excel. However, you can export many other data types and use Excel’s in-built functionality to easily create custom reports. With Coupler.io’s Automatic data refresh feature, your reports and dashboards in Excel will always be up to date. Coupler.io can refresh your HubSpot data in Excel as often as every 15 minutes, giving you a near real-time view. Moreover, you can add data from other systems to your reports in Excel and easily share the results with your team and stakeholders.

Can I export HubSpot contacts to Excel, filtering them by date?

Yes, you can export HubSpot contacts from a specific time range. When filling in the Source parameters in your Coupler.io importer, specify the Created after date and Created before date. This information needs to be in the YYYY-MM-DD format, or you can just select the dates from the calendar. After this, click Continue, set the Destination parameters, and hit Run to export HubSpot data to Excel.

How do I import different data types to separate workbooks?

You can do this by creating several importers. For example, you can set a Coupler.io importer that will transfer your Product data to one workbook. Then, you can create another importer that will fetch your Ticket data to a different workbook, and so on. With Coupler.io, you can set an unlimited number of importers. This allows you to export any type of information from HubSpot to Excel and manipulate your data with flexibility.

See what our customers say

"Coupler.io automatically imports the full dataset you need and it refreshes it completely on any schedule you want. No triggers necessary. And the best of all, the team is very supportive.