In this post, we will look at how you can integrate HubSpot with MS Excel and record HubSpot form responses in a new row of your MS Excel sheet automatically.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link HubSpot with Pabbly Connect to capture form responses, then link Pabbly Connect with MS Excel and record the captured responses.
Steps to Automatically Add HubSpot Form Responses to MS Excel Spreadsheet
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between HubSpot and Pabbly Connect
3. Setup MS Excel as the Action App to Record Responses
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between HubSpot and Pabbly Connect
We will now look at the steps through which we will establish a link between HubSpot and Pabbly Connect. This will help us to fetch the data from HubSpot form responses.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be HubSpot CRM.
Choose ‘HubSpot’ as the Trigger App and select ‘New Form Submission’ as a Trigger Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your HubSpot account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from HubSpot, as indicated by the rotating Waiting For Webhook Response button.
C. Connect HubSpot CRM Account
To connect with your HubSpot account, go to your HubSpot dashboard and click on ‘Automation’ > ‘Work flows’.
Click on ‘Create workflow’ > ‘From Scratch’.
Select ‘Blank workflow’ and click on ‘Next’.
Rename your workflow and click on ‘Set up triggers’.
Select ‘Form submissions’ as the Filter Type, select ‘Any form submission’ and click on ‘Apply filter’ > ‘Save’.
Click the ‘+’ icon to add an action.
Choose ‘Send a webhook’ as an action.
Select ‘POST’ as the Method, paste the Webhook URL we copied earlier, and click on ‘Save’.
Click on ‘Review and publish’ and ‘Turn on’ the Workflow.
D. Test the Connection
To test the established connection, fill up and submit a dummy HubSpot form in a separate tab and check for the Received Response.
We have established a link between HubSpot and Pabbly Connect. Pabbly Connect will now automatically capture the responses upon each form submission.
Step 3:- Setup MS Excel as the Action App to Record Responses
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to save HubSpot form responses in MS Excel. Thus, MS Excel will be our Action App.
A. Action App
Choose ‘Microsoft Excel’ as your Action App, select ‘Add Row To Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect Microsoft Excel Account
To connect with your Microsoft Excel account, select ‘Add New Connection’, and click on ‘Connect With Microsoft Excel’.
Select the Workbook and Worksheet you want to use for storing your data.
As soon as you select your sheet, the columns of this sheet will start reflecting as fields in your Action Step.
C. Map Necessary Fields
Now that you have connected your Microsoft Excel account, all you need is to map the necessary details from the steps above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map First Name from the step above.
Similarly, map the other fields, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, the data will start reflecting in your MS Excel spreadsheet.
Our automation is complete. We have successfully integrated HubSpot CRM with MS Excel. Each time someone responds to your HubSpot form, their data will automatically be recorded in your MS Excel sheet.
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