Quick summary
This tutorial shows how to integrate Microsoft Excel with HubSpot by installing the Excel Integration app directly from HubSpot's Connected Apps settings. The entire connection process takes just a few steps, from authorizing your account to clicking Connect App.
Steps
- Inside the main dashboard of your HubSpot workspace, go to the top menu bar and click the Settings icon.
- Find the Integrations section and select Connected Apps from the list of options.
- Choose Excel Integration from the available integration options.
- Tap Install App to proceed.
- Choose your preferred Refresh Rate and Subscription Interval, then tap Get Started.
- Click Authorize to grant the necessary permissions.
- Select the HubSpot account you prefer to use and then click Choose Account.
- Agree to the terms and click Connect App to complete the integration with Microsoft Excel.
