Try popular HubSpot + Microsoft Excel automations

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Send
a WhatsApp message when a HubSpot deal is created
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Generate
tasks in Excel after Zoom meetings
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Generate
tasks in HubSpot after a Zoom meeting
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Summarize
Zoom meeting to HubSpot as a new note
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Generate
a HubSpot task from Gmail thread
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Generate
Generate a HubSpot task from selected text with BardeenAI
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Generate
HubSpot notes from the selected text with BardeenAI
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Create
HubSpot notes from the selected text
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Create
a HubSpot task
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Create
a HubSpot task from the selected text
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Qualify
a company from domain and Save to HubSpot
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Create
a summary of a HubSpot contact's latest LinkedIn posts and save as a note
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Qualify
LinkedIn commenters and save contacts to HubSpot
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Export
Leads from LinkedIn sales navigator people search to HubSpot
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Qualify
and export contact to Microsoft Excel when email is received in Gmail
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Export
leads from LinkedIn Company Search to HubSpot
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Export
leads from LinkedIn people search to HubSpot
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Qualify
and create a HubSpot contact when email is received in Gmail
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Create
a new Company in HubSpot from a company’s website
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Export
LinkedIn company profile to HubSpot
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Enrich
and export contacts from labeled emails in Gmail to HubSpot
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Export
a contact to HubSpot when a label is added in Gmail
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Export
a GitHub profile as a HubSpot Contact
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Export
LinkedIn post author to HubSpot as a new contact
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Export
LinkedIn post commenters to HubSpot as new leads
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Save
Instagram followers to Microsoft Excel if Bio contains specific word
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Get
Instagram profile data from a list of profile links in Microsoft Excel
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Save
TikTok profile to Microsoft Excel
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Get
Instagram profile data from profile links in Microsoft Excel
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Copy
a Notion database to a Microsoft Excel
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Find
all emails from a list of websites in Microsoft Excel
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Save
Facebook pages from search to Microsoft Excel

How to integrate HubSpot + Microsoft Excel

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
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Microsoft Excel
HubSpot
Microsoft Excel
HubSpot

Build your own HubSpot + Microsoft Excel workflow in no time with AI

Everyone’s workflow is unique. Build an automation in minutes with a few line of text.

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Integration tips for HubSpot + Microsoft Excel

Loved by over 300k users

Facing the Chicken-Egg Problem in marketplaces often meant a massive financial outlay. Before Bardeen, generating our talent profiles could have cost us over $1M. But with Bardeen AI, we slashed profile creation expenses by over 98%, seeding our supply efficiently and propelling early revenue. Bardeen was a game-changer for GitFlash!
Bardeen's automations are invaluable to us. We could do the work by hand, but it’s so time consuming that we likely wouldn’t even consider it as a lead generation avenue. Bardeen makes an entire avenue of lead generation possible that would have otherwise been too costly due to the amount of man hours required for our team to do the same work.
”With Bardeen I save 4 hours a day copy-pasting 200+ job listings, searching for decision makers to close sales, and sharing these job opportunities with our students.”

Available actions & triggers

When HubSpot Company is created
Trigger
When HubSpot Contact is created
Trigger
Delete ticket record
Action
Get table data from Microsoft Excel worksheet
Action
Get HubSpot Product
Action
Get HubSpot Deal
Action
When a new Contact is created
Trigger
Create task in HubSpot
Action
Get HubSpot Ticket
Action
Update a note in HubSpot
Action
When a new Deal is created
Trigger
Create HubSpot Company
Action
When a new Company is created
Trigger
Get HubSpot Contact
Action
Delete HubSpot Company
Action
Create note in HubSpot
Action
Create HubSpot Product
Action
When row is added or updated in a Microsoft Excel worksheet
Trigger
Add a row to Microsoft Excel worksheet
Action
Delete a task in HubSpot
Action
Create HubSpot Ticket
Action
Create HubSpot Deal
Action
Delete note in HubSpot
Action
Delete HubSpot Deal
Action
Find tasks in HubSpot
Action
Add or update a row to Microsoft Excel worksheet
Action
Find Microsoft Excel workbooks
Action

Learn more about the apps

Integrate any app with HubSpot + Microsoft Excel

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends Indeed Instagram Jira LinkedIn Meetup Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK Salesforce SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zapier Zillow Zoom

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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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