HubSpot Sales Hub to Excel Online

Automatically Export & Sync HubSpot Sales Hub Data to Excel Online

HubSpot Sales Hub
a black arrow pointing to the right
Excel Online
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Companies+Details
Companies+Details-RecentlyModified
Companies-Basic
Company Properties
Contacts+Details
Contacts+Details by List
Filterable
Contacts-Basic
ContactLists
Contact Properties
CRMPipelines-Deals
CRMPipelines-Tickets
Deals+Details-All
Deals-RecentlyModified
Deals-RecentlyCreated
Deals-Basic-All
Deal Properties
Engagements-All
Engagements-Recent
Owners
LineItems+Details
Products+Details

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from HubSpot Sales Hub.

If you only need to export your data one time, check the website of HubSpot Sales Hub to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with HubSpot Sales Hub.
HubSpot is an all-in-one marketing software used by marketers, designers, and developers across the world.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Scopes

Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).

As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.

Excel Online XLSX files can be stored in and opened directly from OneDrive or OneDrive for Business.

File Formats

Integration Flow

Setup

Step 1

Select HubSpot Sales Hub from the Data Source dropdown and Excel Online from the Data Destination dropdown.

Step 2

Authorize HubSpot Sales Hub with your credentials using the OAuth flow.

Step 3

Authorize Excel Online with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 21 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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