Everyone already has it
Excel is included with Microsoft 365 — your team can start analysing HubSpot data immediately with no additional software or BI licences.
HubSpot Excel Connector
Connect HubSpot to Excel and sync 100+ data tables automatically — contacts, deals, campaigns, tickets, custom objects, and more. Point-and-click setup.
CONNECT TO EXCEL
What is the HubSpot Excel Connector?
The HubSpot Excel Connector automatically syncs your HubSpot data into a dedicated database and surfaces it in Excel — giving your whole team self-service access to CRM dashboards and analytics without writing a line of SQL.
Excel is Google Cloud’s enterprise BI platform. Its unique PivotTables, charts & Power Query acts as a single source of truth for your metrics — ensuring every dashboard and AI query returns consistent, accurate data. With the Excel Connector you can ask questions about HubSpot pipeline, campaigns, and customer data in natural language and get instant, auditable answers.
Excel is included with Microsoft 365 — your team can start analysing HubSpot data immediately with no additional software or BI licences.
Build PivotTables, create charts, and use Power Query to shape and transform your HubSpot data — all inside the Excel interface your team already knows.
Access all 100+ tables and unlimited records for one flat monthly fee. No pay-per-record pricing.
Compatible with Excel Desktop, Microsoft 365, and Excel Online. Connects via Get Data → SQL Server.
Data coverage
Every Excel Connector subscription includes the complete HubSpot data model — contacts, deals, marketing campaigns, service tickets, commerce, web analytics, custom objects, and more. All tables include your custom HubSpot properties.
All tables include custom properties. Read the full table definitions here.
How it works
No ETL engineers. No coding. Point-and-click setup that takes under 5 minutes.
Authenticate your HubSpot portal via OAuth. Super Admin access required. Takes under two minutes.
Your Azure SQL database credentials are available in the Datawarehouse.io app. In Excel, use Get Data → SQL Server to connect and start building PivotTables and reports immediately. Full setup instructions are available here.
Build PivotTables, charts, and Power Query reports on your live HubSpot data. Share workbooks with your team via Microsoft 365 or email.
Your HubSpot data should be in Excel — not stuck in the platform. Start your free trial today.
Frequently asked questions
Everything you need to know before getting started.
The HubSpot Excel Connector by Datawarehouse.io automatically allows you to connect HubSpot to Excel. It creates all necessary tables and schemas, and continuously syncs 100+ HubSpot data tables into it.
Datawarehouse.io provisions a dedicated Azure-hosted MS SQL Server Database, creates all tables and schemas, then continuously syncs your HubSpot data on your chosen schedule. Your database credentials are available in the Datawarehouse.io app. Add the database as a data source in Excel in under five minutes.
Your sync frequency depends on your plan: Lite syncs every 24 hours, Standard every 6 hours, Advanced every hour, and Max every 15 minutes. Standard, Advanced, and Max users can also set their preferred sync time.
Yes. Datawarehouse.io apps support more than just HubSpot as a data source. Additional sources such as Google Ads and LinkedIn Ads are available and included in your subscription.
Yes. All Datawarehouse.io apps allow you to add other users to your account or database. Users can be added in seconds through our self service user interface.
Yes. SOC 2 certified and GDPR compliant. All data is encrypted in transit and at rest. Only you have read-only access to your Azure SQL database. Data is processed in Azure EU West or North America depending on your billing region.
Yes. Users on the Standard (6-hour), Advanced (1-hour), and Max (15-minute) plans can set their preferred sync time from the user panel.
Yes. Our apps have been independently reviewed by HubSpot and have met their standards for security and technical quality.
Yes. A 14-day free trial is available. A free Excel dashboard template is also included to help you get started quickly.
Security
Independently audited security controls covering availability, confidentiality, and processing integrity.
All data encrypted in transit and at rest. Only you have read-only access to your Azure SQL database. HubSpot authentication uses OAuth 2.0.
Data processed in Microsoft Azure EU West or North America depending on your billing region.
Independently reviewed by HubSpot for security and technical quality standards.
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