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⇱ Excel Spreadsheet Automation on HubSpot Data with the QUERY Formula

Excel Spreadsheet Automation on HubSpot Data with the QUERY Formula

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Pull data from HubSpot, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for HubSpot provides formulas that can edit, save, and delete HubSpot data. The following three steps show how you can automate the following task: Search HubSpot data for a user-specified value and then organize the results into an Excel spreadsheet.

About HubSpot Data Integration

CData provides the easiest way to access and integrate live data from HubSpot. Customers use CData connectivity to:

  • Access HubSpot without worrying about API updates or changes.
  • Access custom objects and fields in HubSpot with no extra configuration steps involved.
  • Use SQL stored procedures to perform functional operations like uploading or downloading attachments, inserting engagements, and creating or deleting custom objects or fields.

Users frequently integrate HubSpot with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate HubSpot data to databases or data warehouses.

To learn about how other customers are using CData's HubSpot solutions, check out our blog: Drivers in Focus: Simplified HubSpot Connectivity.


Getting Started


The syntax of the CDATAQUERY formula is the following: 

=CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the HubSpot data records you want to retrieve or the modifications to be made, written in standard SQL.

  • Connection: Either the connection name, such as HubSpotConnection1, or a connection string. The connection string consists of the required properties for connecting to HubSpot data, separated by semicolons.

    HubSpot uses the OAuth authentication standard. You can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app.

    See the Getting Started chapter of the help documentation for a guide to using OAuth.

  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search HubSpot data, such as Region.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
    3. =CDATAQUERY("SELECT * FROM Prospects WHERE Region = '"&B2&"'","InitiateOAuth="&B1&";Provider=HubSpot",B3)
    👁 Formula inputs used in this example. (Google Apps is shown.)
  3. Change the filter to change the data. 👁 The outputs of the formula. (Google Apps is shown.)

Ready to get started?

Download a free trial of the Excel Add-In for HubSpot to get started:

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Learn more:

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Excel Add-In for HubSpot

The HubSpot Excel Add-In is a powerful tool that allows you to connect with live HubSpot data, directly from Microsoft Excel.

Use Excel to read, write, and update Contacts, Deals, Emails, Companies, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!