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      Can HubSpot integrate with Excel?

      The HubSpot CRM add-in for Excel is a free add-in that allows you to view and edit HubSpot data in Excel.

      Yes, HubSpot can integrate with Excel. There are a few different ways to do this.

      1. Use the HubSpot API

      The HubSpot API is a set of tools that allow you to connect HubSpot with other applications. To use the API, you will need to create an API key in your HubSpot account. Once you have created an API key, you can use it to connect HubSpot to Excel.

      Here are the steps on how to connect HubSpot to Excel using the HubSpot API:
      1. Go to the API section of your HubSpot account.
      2. Click Create API Key.
      3. Enter a name for your API key and select the Read and Write permissions.
      4. Click Create.
      5. Copy the API key.
      Now that you have your API key, you can connect HubSpot to Excel.
      1. Open Excel.
      2. Click Data > From External Sources > From Web.
      3. In the Address field, enter the following URL:

      Code snippet

      https://api.hubspot.com/v3/contacts

        4.    Click Connect.

        5.    In the Authorization dialog box, paste your API key and click Authorize.

        6.    Excel will now connect to HubSpot and display your contacts.

      2. Use a third-party integration tool

      There are a number of different integration tools available, such as Zapier and Integromat. These tools make it easy to connect HubSpot with other applications, including Excel.

      To use a third-party integration tool, you will need to create an account with the tool and then connect HubSpot and Excel. Once you have connected the two applications, you can use the tool to create workflows that automate tasks between HubSpot and Excel.

      3. Use the HubSpot CRM add-in for Excel

      The HubSpot CRM add-in for Excel is a free add-in that allows you to view and edit HubSpot data in Excel.

      To use the add-in, you will need to install it from the Microsoft App Store. Once you have installed the add-in, you can open Excel and click Add-Ins > Get Add-ins. In the Search box, type HubSpot and click Go. The HubSpot CRM add-in will appear in the list of add-ins. Click Add to install the add-in.

      Once the add-in is installed, you can open a new Excel workbook and click Insert > HubSpot CRM. The HubSpot CRM add-in will display a list of your HubSpot objects. Select the object that you want to view or edit and click Insert.

      The HubSpot CRM add-in will display the selected object in Excel. You can view and edit the data in the object as you would in any other Excel worksheet.

      Whichever method you choose, integrating HubSpot with Excel can be a great way to improve your workflow and productivity.