Logo - Full (Color)

建立

Excel Integration

Excel Integration-icon
應用程式

Excel Integration

HubSpot 認證應用程式

Intelligent business insights, powered by your data

安裝次數
超過 300 次安裝
評分

3.7(3)

登入以進行安裝需要 Excel Integration 訂閱

要求

HubSpot 版本
    適用於所有 HubSpot 版本
了解詳情
HubSpot 帳戶權限
無需 HubSpot 權限。連結時,Excel Integration 可能會要求其他的權限。
Excel Integration 訂閱
Once a day RefreshFour times a Day RefreshHourly Refresh15 Minute Refresh 版本

總覽

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.

應用程式功能

共用資料
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Appointments

自訂物件

自訂物件

Associations

CRM 關聯

CRM 關聯

CampaignEmailEvents

行銷電子郵件

行銷電子郵件

Chatflows

對話即時聊天小工具

對話即時聊天小工具

Companies

公司

公司屬性

公司

公司屬性

Company Properties History

公司屬性

公司屬性

Company Segments (Lists)

CRM 關聯

CRM 關聯

Contact Properties History

連絡人屬性

連絡人屬性

Contact Segments (Lists)

連絡人名單

連絡人名單

Contacts

連絡人

連絡人屬性

連絡人

連絡人屬性

ContactSubscriptionType

電子郵件訂閱

電子郵件訂閱

Courses

自訂物件

自訂物件

Custom Events

事件

事件

Custom Object Segments (Lists)

CRM 關聯

CRM 關聯

Custom Objects

CRM 關聯

CRM 關聯

Deal Pipelines

交易管道

交易管道

Deal Properties History

交易屬性

交易屬性

Deal Segments (Lists)

CRM 關聯

CRM 關聯

Deal Splits

CRM 關聯

CRM 關聯

Deals

交易

交易屬性

交易

交易屬性

Email Events

電子郵件事件

電子郵件事件

Engagements

參與

參與

Engagements History

參與

參與

Feedback Submissions

CRM 關聯

CRM 關聯

Forms

表單

表單

Goals

CRM 關聯

CRM 關聯

Invoices

發票

發票

Leads

CRM 關聯

CRM 關聯

Line Items

CRM 關聯

CRM 關聯

Listings

自訂物件

自訂物件

Marketing Events

事件

事件

Orders

訂單

訂單

Owners

擁有者

擁有者

Payments

付款

付款

Product Properties History

產品屬性

產品屬性

Products

產品

產品

Projects

CRM 關聯

CRM 關聯

Quotes

CRM 關聯

CRM 關聯

Services

自訂物件

自訂物件

Subscriptions

CRM 關聯

CRM 關聯

Ticket Properties History

服務票證

服務票證

Tickets

服務票證

服務票證

Website Pages

資料分析

資料分析

Workflows

工作流程

工作流程

評論

篩選評論:

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。

你喜歡什麼?

轻松刷新数据

  • Donavan, M.

已翻譯 from English。 檢視 original 文字

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.

你想解決什麼問題?

Sales reporting and forecasting

你喜歡什麼?

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

你不喜歡什麼?

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.

  • 建築工程和裝修
  • 201 至 1,000 位員工

此應用程式需要下列其中一個 Excel Integration 訂閱版本。

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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/03/08

更多資訊

建立者
Datawarehouse.io
安裝次數
超過 300 次安裝
類別
此應用程式可用的語言
日文法文義大利文英文葡萄牙文 - 巴西西班牙文

New arrivals

HubSpot solutions partner illustration
需要更多協助嗎?

與 HubSpot 解決方案合作夥伴攜手,合力打造自訂解決方案。

根據你的業務需求,聯繫 HubSpot 解決方案合作夥伴。瀏覽建議事項,聘用合適人選,隨即啟動你的專案!