Excel Integration

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App

Excel Integration

HubSpot Certified App

Intelligent business insights, powered by your data
Installs
300+ installs
Rating

3.7

(3)

Sign in to installRequires Excel Integration subscription
Premier

Premier

Premier partners provide the most established solutions and the deepest alignment with HubSpot.Learn more

Requirements

HubSpot Plan
HubSpot Account permissions
No HubSpot permissions required. Excel Integration may request additional permissions while connecting.
Access Type
Shared
Excel Integration Subscription
Starter, Pro, or Enterprise plans

Overview

Unlock the Full Power of Your HubSpot Data With Excel

Datawarehouse.io’s HubSpot Excel Integration makes connecting HubSpot to Excel simple, reliable, and scalable.


By choosing to use Datawarehouse.io to connect HubSpot and Excel, you’ll get:


  • Seamless connections – Pull HubSpot data straight into Excel without exporting CSVs or dealing with API connections that can be slow and unreliable.

  • Optimized data models – HubSpot objects and properties are optimized for easy of use.

  • Trusted expertise – With over 10,000+ installs as a Certified HubSpot App Partner, Datawarehouse.io helps businesses get more value from their HubSpot data every day.

  • Fixed pricing – All Datawarehouse.io apps are billed at predictable, fixed rates—so you can budget with confidence and avoid surprise costs.

  • Enterprise reliability – Data updates automatically so reports stay accurate.

  • Multiple Data Sources - In addition to HubSpot data, you can sync data from other platforms such as Google Ads, Linkedin Ads, and more!

Datawarehouse.io does all the heavy lifting so you can focus on building.

Features

Work in a tool you already know

Bring HubSpot data into Excel, so your team can analyze it using familiar features like pivot tables, charts, and formulas. Build spreadsheets tailored to your unique goals—track campaigns, monitor pipelines, or measure customer success on your terms. Excel makes it simple to share reports in a format everyone understands.

Powerful SQL Server Based Integration

Datawarehouse.io process' over 2 billion HubSpot records daily. We service thousands of HubSpot customers with a platform built exclusively for HubSpot. By using the Excel Connector from Datawarehouse.io you gain access to a powerful enterprise grade data warehouse that you can connect to excel for rapid and reliable reporting.

Intuitive and easy to use platform

With just a few clicks in the Datawarehouse.io app you can spin up your free trial of the HubSpot Excel Connector. HubSpot + Excel gives your team flexibility and familiarity. Datawarehouse.io makes the connection effortless—and with fixed pricing, you’ll always know what to expect.

Datawarehouse.io Data Sources

Support for Multiple Data Sources

Need more than just HubSpot data? Datawarehouse.io has support for multiple data sources included in every version of the app! Create robust top to bottom marketing funnels by integrating multiple data sources into Datawarehouse.io.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Companies

Companies

Company Properties

Companies

Company Properties

Contacts

Contacts

Contact Properties

Contacts

Contact Properties

Deals

Deals

Deal Properties

Deals

Deal Properties

Engagements

Engagements

Engagements

Email Events

Email Events

Email Events

Tickets

Tickets

Tickets

Owners

Owners

Owners

Products

Products

Products

Forms

Forms

Forms

Associations

CRM Associations

CRM Associations

Deal Pipelines

Deal Pipelines

Deal Pipelines

CampaignEmailEvents

Marketing Email

Marketing Email

Custom Objects

Custom Objects

Custom Objects

Quotes

CRM Associations

CRM Associations

Website Pages

Analytics

Analytics

Workflows

Workflows

Workflows

Feedback Submissions

CRM Associations

CRM Associations

Goals

CRM Associations

CRM Associations

Company Properties History

Company Properties

Company Properties

Contact Properties History

Contact Properties

Contact Properties

Deal Properties History

Deal Properties

Deal Properties

Engagements History

Engagements

Engagements

Ticket Properties History

Tickets

Tickets

Product Properties History

Product Properties

Product Properties

Chatflows

Conversations Live Chat Widget

Conversations Live Chat Widget

ContactSubscriptionType

Email Subscription

Email Subscription

Line Items

CRM Associations

CRM Associations

Deal Segments (Lists)

CRM Associations

CRM Associations

Company Segments (Lists)

CRM Associations

CRM Associations

Custom Object Segments (Lists)

CRM Associations

CRM Associations

Contact Segments (Lists)

Contact Lists

Contact Lists

Invoices

Invoices

Invoices

Payments

Payments

Payments

Subscriptions

CRM Associations

CRM Associations

Orders

Orders

Orders

Leads

CRM Associations

CRM Associations

Deal Splits

CRM Associations

CRM Associations

Custom Events

Events

Events

Marketing Events

Events

Events

Appointments

Custom Objects

Custom Objects

Courses

Custom Objects

Custom Objects

Listings

Custom Objects

Custom Objects

Services

Custom Objects

Custom Objects

Projects

CRM Associations

CRM Associations

Filter reviews:

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5/5
    Sep 7, 2025

Reliable and effective app

The integration is reliable, and surprisingly easy to set up. It’s already saving me hours each week and giving me insights into my team’s performance that I couldn’t get before in the native reporting that HubSpot provides. For those that are used to working in excel this is exactly what you are looking for. I used it to build some rather complicated reports for our leadership and the support team was able to help solve the few questions I had.

What do you like?

Data refreshes easily

  • Donavan, M.


5/5
    Apr 3, 2024

Wonderful. Truly game changing for our sales reporting!

We struggled for a long time to get HubSpot reporting in a format we could work with. Eventually we gave up. Like most businesses, we use Excel spreadsheets and pivot tables every day and using this tool just feels natural - it also avoids the need to export data from HubSpot every time. Data refreshes regularly and our reports can now be integrated with our other business reports with ease. The flexibility is the key benefit - we can analyse the data any way we want, create formulas and present in a format the business is used to seeing.

What problem are you trying to solve?

Sales reporting and forecasting

What do you like?

Familiar interface with Excel. We found reporting from HubSpot clunky. The functionality is only limited by your Excel and pivot table skills

What do you dislike?

A little tricky to have the filed shared with others as they need to re-authorise the link to the database, but once that hurdle is overcome it's a breeze. The support from the team at Datawarehouse has been exceptional. They always respond within an hour or two.

  • Smyth, S.

  • Construction & Renovation
  • 201 to 1,000 employees

Pricing

This app requires one of the following Excel Integration subscription plans.

Starter

14 day free trial
Starts at

$79

/month

For HubSpot Starter Customers

  • Supports Multiple Data Sources

  • Unlimited Users

  • Unlimited Storage

  • Unlimited Data Processed

  • No limits on Row count or Contact Count

  • Fixed Rate Pricing

  • GDPR Compliant

Pricing based on HubSpot version and estimated data flow.

Starter

14 day free trial
Starts at

$79

/month

For HubSpot Starter Customers

  • Supports Multiple Data Sources

  • Unlimited Users

  • Unlimited Storage

  • Unlimited Data Processed

  • No limits on Row count or Contact Count

  • Fixed Rate Pricing

  • GDPR Compliant

Pricing based on HubSpot version and estimated data flow.

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 05/21/2026

More info

Built by
Datawarehouse.io
Installs
300+ installs
Categories
Languages this app is available in
English, French, Italian, Japanese, Portuguese - Brazil, and Spanish

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