In this video, we explain how to export HubSpot data to Excel without any coding. Using this method, you can extract a dozen different data types, such as contacts, companies, deals, line items, tasks, or notes. Better yet, you can do this automatically. We’ll connect HubSpot to Excel with the help of a popular data integration tool, Coupler.io. This solution is designed for business users, so you don’t need to have any tech skills to use it. One of the tool’s most interesting features is Automatic data refresh. If you activate it, Coupler.io will keep updating your HubSport data in Excel according to the selected schedule. This can be particularly useful for backup purposes, as well as for building self-updating dashboards and sharing the latest metrics with the stakeholders.

Set a HubSpot to Excel integration in just a few minutes:

Sign up for Coupler.io or log in: https://bit.ly/3LpwiAT
Select HubSpot as a data source and Excel as a destination
Connect your HubSpot account and select a data type to export
Connect your Microsoft OneDrive or SharePoint account
Choose the workbook and sheet for importing your data and run the importer

Once this is done, the selected data entity will be automatically transferred from HubSpot to Excel.

Additional step: activate Automatic data refresh (optional)

In the Schedule section of your importer, toggle on the Automatic data refresh feature. After this, you’ll be able to specify your preferences and set the schedule for automatic updates. Coupler.io will keep your HubSpot data in Excel refreshed, so you’ll always have access to the latest data in the spreadsheet. When setting your custom schedule, you can adjust it to your specific needs. For example, you can plan weekly updates if you only review this information once a week or need it for a weekly report. Or you can have your data refreshed 24/7 every 15 minutes if you want to closely monitor your metrics, or if you use this data for self-updating dashboards and reports.

Learn more about our free trial and pricing options: https://bit.ly/3BolgqP

Related materials:
Automate HubSpot to Excel integration https://bit.ly/3BODJOH
How to Run a HubSpot Backup? https://bit.ly/3BPW8eg
How to Build a HubSpot Marketing Dashboard https://bit.ly/3xyDQvs

What is Coupler.io?

Coupler.io is a data integration tool that automates data export from 70+ apps to Google Sheets, Excel, and BigQuery. More than 800,000 people worldwide export data with Coupler.io. It’s easy to use and requires no coding skills to set up data integrations.

See the complete list of the available data sources: https://bit.ly/3QQTSrh

For more information, visit:
Our website: https://www.coupler.io/
Help Center: https://help.coupler.io/
Email us: [email protected]

Keep in touch and join us on social media:
YouTube: https://www.youtube.com/@coupleracademy
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Facebook: https://www.facebook.com/coupler.io
LinkedIn: https://www.linkedin.com/company/coupler-io

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