How to Integrate Microsoft Excel with HubSpot
- George Apostolov
How to Integrate Microsoft Excel with HubSpot: step-by-step guide
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.
After that, choose 'Excel Integration' from the available integration options.
Subsequently, tap 'Install App' to proceed.
Choose your preferred Refresh Rate and Subscription Interval. Once done, tap 'Get Started'.
Next, click 'Authorize'.
Select the HubSpot account you prefer to use and then click 'Choose Account'.
Finally, agree with the terms and then click 'Connect App'. After completing these steps, your HubSpot account will be integrated instantly with Microsoft Excel.
Quick answer: 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.
About this HubSpot tutorial
Integrate Microsoft Excel with HubSpot by configuring connected apps, authorizing your account, and setting preferences for instant data synchronization. This guide shows how to integrate Microsoft Excel with HubSpot in 8 steps, starting with "Inside the main dashboard of your HubSpot workspace, go to the top menu bar and click t..." and finishing with "Finally, agree with the terms and then click 'Connect App'. After completing these step...". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate Microsoft Excel with HubSpot?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot, Microsoft and Excel. Related guides: How to Integrate Microsoft Teams with HubSpot, How to Integrate Monday.com with HubSpot for Project Tracking through Zapier and How to Integrate Notion with Hubspot. Last reviewed 05 Oct 2026.
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