How to Integrate Microsoft Excel with HubSpot

Guide

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.