Sync data from
Microsoft Excel to HubSpot
Connect your data from Microsoft Excel to HubSpot with Hightouch. No APIs, no months-long implementations, and no CSV files. Just your data synced forever.
Trusted by data teams at
Trusted by data teams at
Integrate your data in 3 easy steps
01
Add your source and destination
Connect to 15+ data sources, like Microsoft Excel, and 150+ destinations, like HubSpot.
Connect
Log in
02
Define your model
Use SQL or select an existing dbt or Looker model.
03
Sync your data
Define how fields from your model map to HubSpot, and start syncing.
email
email
name
name
total_orders
all_orders
last_login
last_login
Where can you sync your Microsoft Excel data in HubSpot
Contacts
Contacts store information about individuals. From marketing automation to smart content, the lead-specific data found in contact records helps users leverage much of HubSpot's functionality.
Companies
The companies object is a CRM object. You can use individual company records to store information about businesses and organizations within company properties. The companies endpoints allow you to manage this data and sync it between HubSpot and other systems.
Deals
A a deal represents an ongoing transaction that a sales team is pursuing with a contact or company. It’s tracked through pipeline stages until won or lost. The deals endpoints allow you to manage this data and sync it between HubSpot and other systems.
Tickets
In HubSpot, a ticket represents a customer request for help or support. The tickets endpoints allow you to manage this data and sync it between HubSpot and other systems.
Custom Objects
To represent and organize your CRM data based on your business needs, you can create custom objects. Use the custom objects API to define custom objects, properties, and associations to other CRM objects before syncing data from Hightouch.
Events
A marketing event is a CRM object, similar to contacts and companies, that enables you to track and associate marketing events, such as a webinar, with other HubSpot CRM objects. Below, learn more about working with the marketing event API to integrate marketing events into an app.
Target customers to upsell based on the product features they currently use
See a customer's Stripe and NetSuite invoices directly from HubSpot
Personalize content in marketing emails based on a customer's product usage
Send lifecycle emails to customers based on their recent activity in the product (like abandoning a shopping cart)
Send tips to customers on valuable features they haven't used yet
Congratulate customers for reaching milestones within the product
About Microsoft Excel
Microsoft Excel is the industry leading spreadsheet software program, a powerful data visualization and analysis tool.
Learn more about Microsoft Excel
About HubSpot
HubSpot is an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers. Its products and services aim to provide tools for social media marketing, content management, web analytics, CRM and search engine optimization.
Learn more about HubSpotOther Microsoft Excel Integrations
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Operational Analytics shifts the focus from simply understanding data to taking action on it in the tools that run business processes. Instead of using dashboards to make decisions, Operational Analytics is focused on turning insights into action – automatically.
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