HubSpot and Microsoft Excel 365 integration

Add the starting point – a trigger on when your workflow should run: on an app event, on schedule, on a webhook call, when called by another workflow, or manually.

Add HubSpot and Microsoft Excel 365 nodes to your workflow canvas. In some situations, either HubSpot or Microsoft Excel 365 could already be your first step. Add your credentials for HubSpot and Microsoft Excel 365 if necessary. Configure them as appropriate.

A connection establishes a link between HubSpot and Microsoft Excel 365 nodes (or vice versa) to route data through the workflow. A connection between two nodes passes data from one node's output to another node's input. Each node can have one or multiple connections. Use core nodes to manipulate data fields, run custom JavaScript code, transform files, or branch out your flow.

Hit the Execute Workflow button, and you are ready to go!