# How to Integrate Microsoft Excel with HubSpot

> To connect Microsoft Excel within HubSpot, open Settings, select Connected Apps, choose Excel Integration, and click Install App. Next, set your Refresh Rate and Subscription Interval, click Get Started, authorize the app, select your HubSpot account, and finalize the connection by agreeing to the terms and clicking Connect App.

Canonical: https://livedemo.ai/tutorials/how-to-integrate-microsoft-excel-with-hubspot/
Apps: HubSpot, Microsoft, Excel
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4430ab56e05a00fed273/preview?step=1

## Steps

1. Inside the main dashboard of your HubSpot workspace, go to the top menu bar and click the 'Settings' icon.
2. Find the Integrations section and select 'Connected Apps' from the list of options.
3. After that, choose 'Excel Integration' from the available integration options.
4. Subsequently, tap 'Install App' to proceed.
5. Choose your preferred Refresh Rate and Subscription Interval. Once done, tap 'Get Started'.
6. Next, click 'Authorize'.
7. Select the HubSpot account you prefer to use and then click 'Choose Account'.
8. Finally, agree with the terms and then click 'Connect App'. After completing these steps, your HubSpot account will be integrated instantly with Microsoft Excel.