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Excel Integration

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应用程序

Excel Integration

HubSpot 认证应用程序

Intelligent business insights, powered by your data

安装
超过 300 次安装
评分

3.7(3)

登录以进行安装需要 Excel Integration 订阅

要求

HubSpot 计划
    适用于所有 HubSpot 计划
了解更多信息
HubSpot 帐户权限
无需 HubSpot 权限。连接时,Excel Integration 可能会请求其他权限。
Excel Integration 订阅
Once a day RefreshFour times a Day RefreshHourly Refresh15 Minute Refresh 计划

概览

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.

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

功能

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.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Appointments

自定义对象

自定义对象

Associations

CRM 关联

CRM 关联

CampaignEmailEvents

营销电子邮件

营销电子邮件

Chatflows

对话实时聊天小组件

对话实时聊天小组件

Companies

公司

公司属性

公司

公司属性

Company Properties History

公司属性

公司属性

Company Segments (Lists)

CRM 关联

CRM 关联

Contact Properties History

联系人属性

联系人属性

Contact Segments (Lists)

联系人列表

联系人列表

Contacts

联系人

联系人属性

联系人

联系人属性

ContactSubscriptionType

电子邮件订阅

电子邮件订阅

Courses

自定义对象

自定义对象

Custom Events

事件

事件

Custom Object Segments (Lists)

CRM 关联

CRM 关联

Custom Objects

CRM 关联

CRM 关联

Deal Pipelines

交易管道

交易管道

Deal Properties History

交易属性

交易属性

Deal Segments (Lists)

CRM 关联

CRM 关联

Deal Splits

CRM 关联

CRM 关联

Deals

交易

交易属性

交易

交易属性

Email Events

电子邮件事件

电子邮件事件

Engagements

互动

互动

Engagements History

互动

互动

Feedback Submissions

CRM 关联

CRM 关联

Forms

表单

表单

Goals

CRM 关联

CRM 关联

Invoices

发票

发票

Leads

CRM 关联

CRM 关联

Line Items

CRM 关联

CRM 关联

Listings

自定义对象

自定义对象

Marketing Events

事件

事件

Orders

订单

订单

Owners

所有者

所有者

Payments

付款

付款

Product Properties History

产品属性

产品属性

Products

产品

产品

Projects

CRM 关联

CRM 关联

Quotes

CRM 关联

CRM 关联

Services

自定义对象

自定义对象

Subscriptions

CRM 关联

CRM 关联

Ticket Properties History

服务工单

服务工单

Tickets

服务工单

服务工单

Website Pages

分析

分析

Workflows

工作流

工作流

评论

过滤评论:

排序:


5/5
    2025年9月7日

可靠有效的应用程序

集成非常可靠,设置也出奇地简单。它已经为我每周节省了几个小时的时间,并让我深入了解了团队的表现,而这些是我以前在 HubSpot 提供的本地报告中无法获得的。 对于那些习惯于使用 excel 的人来说,这正是你想要的。我用它为我们的领导层创建了一些相当复杂的报告,支持团队能够帮助我解决一些问题。

你喜欢什么?

轻松刷新数据

  • Donavan, M.

已翻译 from English。查看original 文本

5/5
    2024年4月3日

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.

你想解决什么问题?

Sales reporting and forecasting

你喜欢什么?

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

你不喜欢什么?

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.

  • 建筑工程和装修
  • 201 到 1,000 个员工

此应用程序需要以下其中一个 Excel Integration 订阅计划。

Once a day Refresh

US$119

/月
  • Unlimited Users

  • Unlimited Storage

  • Unlimited Data Processed

  • No limits on Row count or Contact Count

  • Fixed Rate Pricing

  • GDPR Compliant

Once a day Refresh

US$119

/月
  • Unlimited Users

  • Unlimited Storage

  • Unlimited Data Processed

  • No limits on Row count or Contact Count

  • Fixed Rate Pricing

  • GDPR Compliant

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/03/08

更多信息

构建者
Datawarehouse.io
安装
超过 300 次安装
类别
应用程序可用的语言
意大利语日语法语英语葡萄牙语(巴西)西班牙语

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