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FrePo is an app that solves the report creation challenges faced by companies using HubSpot. It leverages the familiar Excel format as-is to quickly generate reports with a single click.

1. Key Business Challenges Addressed

• Eliminating Manual Data Entry and Errors: FrePo eliminates the need to manually transfer recipient names and amounts from HubSpot to Excel, reducing creation time to just a few seconds (saving approximately 8 to 17 hours per month when generating 100 forms).

• Continued Use of Existing Formats: You can continue using your company’s existing Excel quote and approval form layouts—which you’ve relied on for years—without any changes, thereby reducing operational costs for frontline staff.

• Low-Cost, Speedy Implementation: No specialized system development is required. Simply link HubSpot fields to your Excel templates, and you can get up and running in as little as 30 minutes.

2. Key Features

Simply click the button on the dedicated card displayed in HubSpot records to automatically populate a pre-registered Excel template with data and download it as a file.In addition to records for Deals, Companies, Contacts, Tickets, Orders, Subscriptions, Carts, and Marketing Events, you can also export data from custom object records. By inserting associated products and item details, the system supports reports containing multiple lines of itemized information.

3. Benefits of Integrating with HubSpot

• Leveraging Centralized CRM Data: You can directly populate reports with the extensive deal and company information from HubSpot without having to manually re-enter data externally.

• Seamless Integration with Standard Features (Conditional Logic): You can safely enforce internal controls—such as “Do not display the button until the manager’s approval stage is reached”—using HubSpot’s standard features.