Connect HubSpot to MS Excel for Insightful Visualizations

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What is HubSpot?

HubSpot is an all-in-one inbound marketing, sales, and customer service platform designed for large enterprises to streamline their marketing efforts. With its marketing automation, analytics, and CRM capabilities, HubSpot helps companies drive leads, nurture customer relationships, and grow revenue. By using HubSpot, enterprise companies benefit from increased lead generation, improved customer engagement, and the ability to make data-driven decisions.

What is MS Excel?

MS Excel is a powerful spreadsheet software used by millions of businesses worldwide to organize, analyze, and visualize data. As a part of the Microsoft Office suite, MS Excel is widely adopted across industries, making it an indispensable tool for data management and collaboration. Enterprise companies rely on MS Excel for its ability to handle large volumes of data, create complex formulas, generate reports, and create visually appealing charts and graphs.

Connecting HubSpot to MS Excel

Connecting HubSpot to MS Excel can be done in several ways:

  • Export HubSpot data as CSV files, then import them into MS Excel.
  • Use HubSpot API to fetch data and import it directly into MS Excel with the help of custom scripts or third-party tools.
  • Utilize a data connector for MS Excel HubSpot, like Power Query or Power BI, to establish a direct connection between the two platforms.
  • Use an advanced marketing analytics platform like Improvado to seamlessly extract and load data from HubSpot to MS Excel, automating the entire process and eliminating manual data handling.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Free marketing stack analysis

Connecting HubSpot to MS Excel with Improvado

Improvado is the best solution for connecting HubSpot to MS Excel because it offers a complete data pipeline, from data extraction to visualization. With Improvado, you can automate data extraction from HubSpot, including metrics and dimensions, and integrate it directly into MS Excel. This eliminates the need for manual data exports, imports, and transformations, saving time and ensuring data accuracy.

Moreover, Improvado offers extensive customization options, allowing you to tailor the data extraction process to suit your unique business needs. With its ability to handle large volumes of data, Improvado is also highly scalable, making it ideal for large enterprises. And with a dedicated customer support team, you can always count on expert assistance when needed.

Summary of connection HubSpot to MS Excel

In summary, connecting HubSpot and MS Excel is crucial for enterprises to make data-driven marketing decisions. By using Improvado, businesses can benefit from an automated, scalable, and customizable solution that centralizes marketing and sales data. With its high-quality customer support and ability to process large volumes of data, Improvado ensures that your data integration and visualization needs are met. To learn more about how Improvado can help your business, book a call today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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