How to Add HubSpot Deal in Microsoft Excel Sheets Using Pabbly Connect

Learn to integrate HubSpot CRM with Microsoft Excel Sheets using Pabbly Connect. Follow our step-by-step tutorial to automate your workflow effortlessly. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for HubSpot and Excel Integration

To begin the integration process, access Pabbly Connect by searching ‘Pabbly.com/connect’ in your web browser. This platform allows seamless automation between HubSpot CRM and Microsoft Excel Sheets.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to receive 100 tasks free each month. Existing users should select ‘Sign in’ to access their dashboard. After signing in, click on ‘Access Now’ under Pabbly Connect to proceed.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the ‘Create Workflow’ button. In this step, name your workflow as ‘Add HubSpot Deal in Microsoft Excel Sheets’ and save it in the designated folder.

• Select a folder for your workflow.
• Enter the workflow name clearly.

Click on ‘Create’ to open the workflow window. Here, you will set up the trigger and action for your integration. The trigger is HubSpot CRM, and the action will be Microsoft Excel. This setup allows Pabbly Connect to automate the process efficiently.

3. Setting the Trigger for HubSpot CRM

In the workflow, start by selecting HubSpot CRM as your trigger application. Choose the trigger event ‘New Deal Added’ to ensure that every time a new deal is created in HubSpot, it will trigger the action in Excel. using Pabbly Connect

Next, click on ‘Connect’ and either select an existing connection or add a new one. If adding a new connection, follow the prompts to authenticate your HubSpot account. After successful connection, select the deal properties you want to extract, such as:

• Deal Name
• Priority
• Close Date
• Create Date
• Amount

After selecting the required properties, click on ‘Save and Send Test Request’ to confirm the integration is working correctly.

4. Configuring the Action Step in Microsoft Excel

Once the trigger is set, move on to the action step by selecting Microsoft Excel as the action application. Choose the action event ‘Add Row to Worksheet’ to add deal details automatically into your Excel sheet.

Click on ‘Connect’ and authenticate your Microsoft Excel account by granting the necessary permissions. After connecting, select the workbook and worksheet where you want the data to be added. For instance, if your workbook is named ‘Hub Excel,’ select it, and then choose the worksheet named ‘Deal.’

Map the deal name, amount, create date, close date, and priority from the trigger step. Ensure all fields are correctly filled to avoid errors.

After mapping, click on ‘Save and Send Test Request’ to verify if the details are being accurately added to your Excel sheet. This confirms that Pabbly Connect is functioning correctly and your workflow is operational.

5. Testing the Integration and Finalizing

To test the integration, create a new deal in your HubSpot CRM. For example, name the deal ‘Real Estate Deal 2,’ set the amount, close date, and priority, then click on ‘Create.’ This simulates a real-time scenario where Pabbly Connect will check for new deals every 10 minutes.

After creating the deal, wait for about 10 minutes and check your Microsoft Excel sheet. You should see the new deal details automatically populated. This confirms that the integration works as intended, allowing for seamless data transfer between HubSpot CRM and Microsoft Excel.

In summary, your workflow is successful if the deal appears in Excel with the correct details. This process showcases how Pabbly Connect effectively automates your workflow and enhances productivity by integrating HubSpot CRM with Microsoft Excel Sheets.

Conclusion

This tutorial demonstrated how to add HubSpot deals to Microsoft Excel Sheets using Pabbly Connect. By following the steps outlined, you can automate your workflow efficiently and ensure your data is always up-to-date.