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URL: https://www.cdata.com/kb/tech/hubspot-spreadsheets-excel-365.rst

⇱ Access Live HubSpot Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

Access Live HubSpot Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Connect to HubSpot data from Excel 365 Online (Excel for the web) with Connect Spreadsheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to HubSpot data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to HubSpot in Connect Spreadsheets and access and update live HubSpot data in Excel spreadsheets online.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your 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


This setup requires a Connect Spreadsheets instance and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.


Configure HubSpot Connectivity for Excel

Connectivity to HubSpot from Excel is made possible through Connect Spreadsheets . To work with HubSpot data from Excel, we start by creating and configuring a HubSpot connection.

  1. Log into Connect Spreadsheets, click Sources and click Add Connection 👁 Adding a Connection
  2. Select "HubSpot" from the Add Connection panel 👁 Selecting a data source
  3. HubSpot uses OAuth to authenticate. Click "Sign in" to authenticate with HubSpot. 👁 Authenticating with OAuth (Salesforce is shown).

With the connection configured, you are ready to connect to HubSpot data from Excel for the web.

Access Live HubSpot Data in Excel for the web

The steps below outline connecting to Connect Spreadsheets from Excel to access live HubSpot data.

  1. Log into Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
  3. Search for Connect Spreadsheets and click "Get it now" to install the Add-in. 👁 Install the Add-In
  4. Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button. 👁 Open Add in panel
  5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
  6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
  7. Choose a Connection (e.g. HubSpot1), Table (e.g. Prospects), and Columns to import 👁 Connect Spreadsheets panel in Excel
  8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
  9. Click Execute to import the data 👁 Executing the Query

Update HubSpot Data from Excel

In addition to viewing HubSpot data in Excel, Connect Spreadsheets also lets you update and delete HubSpot data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to HubSpot
  2. In the Connect Spreadsheets Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
  4. Click Execute to push the updates to HubSpot

A notification will appear when the update is complete.

👁 Executing the update (Salesforce is shown).

Live Access to HubSpot Data from Spreadsheets

New, you have a direct, cloud-to-cloud connection to live HubSpot data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

👁 Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.