When a form is submitted to Hubspot, store it in Microsoft Excel.

■Overview

This is a flow that stores records in a Microsoft Excel database when a form is submitted to Hubspot.

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■Recommended for

1. Marketing professionals using HubSpot

・Those who want to centrally manage and utilize form submission data in Microsoft Excel

・Those who want to eliminate the hassle of manually transferring data

・Those who want to manage form submission data in the familiar Microsoft Excel

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2. Sales professionals using HubSpot

・Those who want to list prospect information submitted via forms in Microsoft Excel and use it for sales activities

・Those who want to manage customer information in Microsoft Excel and share it with the team

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■Benefits of using this template

・When a form is submitted in HubSpot, records are automatically added to Microsoft Excel, eliminating the need for manual data entry and improving operational efficiency.

・You can manage HubSpot form submission data in the familiar Microsoft Excel, reducing the burden of introducing a new system.

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■Notes

・Please connect both Hubspot and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.