How To Integrate HubSpot With Excel

How To Integrate HubSpot With Excel

1. Sign in to HubSpot: Log into your HubSpot account.
2. Access the HubSpot API: Navigate to the API section in your HubSpot settings.
3. Generate API Key: Create an API key for secure access to your HubSpot data.
4. Open Excel: Launch Microsoft Excel on your computer.
5. Go to Data Tab: Click on the 'Data' tab in the Excel ribbon.
6. Select Get Data: Choose 'Get Data' and then 'From Other Sources.'
7. Choose From Web: Select 'From Web' to connect to the HubSpot API.
8. Enter API URL: Input the HubSpot API URL along with your API key.
9. Load Data: Click 'Load' to import your HubSpot data into Excel.
10. Format Data: Organize and format the imported data as needed.
11. Save Your Workbook: Save your Excel file to keep the integrated data.