From Hubspot to Excel: managed, scheduled, no code.
Kondado is a data integration platform that replicates Hubspot data to Excel automatically on a configurable schedule, offering 24 pipelines including Companies, Contacts, Deals, and Email Events with 805 total fields available for analysis.
Kondado provides a direct integration between Hubspot and Excel, allowing you to replicate your marketing, sales, and service data directly into Microsoft 365 workbooks. Set up takes minutes with no code required: simply authenticate your Hubspot account, configure your Excel destination, and select which pipelines you want to replicate. Your data flows automatically on a configurable schedule, keeping your spreadsheets current without manual exports or copy-pasting.
Once connected, agency analysts and operations teams can build custom reports, perform complex calculations using familiar Excel formulas, and share insights across their organization through cloud-based collaboration features. Transform raw CRM data into actionable intelligence using pivot tables, charts, and conditional formatting to track pipeline health and campaign performance.
Replicate your Deals and Contacts pipelines to create comprehensive sales forecasts directly in Excel, combining deal values with contact properties to calculate weighted pipeline revenue and conversion rates by industry segment or owner. Marketing teams can analyze campaign effectiveness by pulling the Email Events pipeline, measuring open rates and click-through performance alongside custom properties to optimize nurture sequences and identify high-engagement segments. For customer service operations, the Tickets pipeline delivers support metrics that enable you to build resolution time analyses and satisfaction tracking dashboards using Excel’s native charting and pivot table capabilities.
Try out all the features for free for 14 days
Replicated to Excel
Hubspot data available for Excel
Tables Kondado writes into your Excel, on a schedule you control.
24
available pipelines
805
extractable fields
Excel
Destination
Available integrations
Companies
Includes information such as id, name, and properties related to contacts and deals.
Contact lists
Presents contact lists with details on membership and relevant properties.
Contacts
Brings contact information such as id, email, name, and created date.
Contacts: form submissions
Includes form submissions with fields such as conversion id, content type, and form id.
Contacts: lists membership
Displays the association of contacts to specific lists and their properties.
Custom object
Represents custom objects with fields such as id and specific properties.
Deals
Contains information about deals, including id, value, and related contacts.
Email events
Records email events with details on sending, opens, and clicks.
Engagements: Calls
Includes call details such as id, dispositions, and related objects.
Engagements: Emails
Presents email details including id and related objects.
Engagements: Meetings
This table contains information about meetings, including fields such as id, contact_id, company_id, and updated_at.
Engagements: Notes
Notes table includes fields such as id, contact_id, body, and created_at, allowing tracking of relevant information.
Engagements: Tasks
Tasks table presents fields such as id, contact_id, due_date, and status, facilitating activity management.
Feedback Submissions
Feedback submissions table includes fields such as id, contact_id, feedback_type, and created_at, allowing analysis of responses.
Leads
Leads table contains information such as id, email, status, and created_at, essential for managing potential customers.
Line Items
Line items table presents fields such as id, deal_id, product_id, and quantity, useful for tracking sales.
Marketing Emails
Marketing emails table includes fields such as id, subject, sent_date, and open_rate, allowing analysis of campaigns.
Owners
Owners table contains fields such as id, name, email, and created_at, essential for user management.
Payments
Payments table includes fields such as id, amount, payment_date, and status, useful for financial control.
Pipelines
Pipelines table presents fields such as id, name, stage, and created_at, important for sales management.
Products
Table contains information about products, including fields such as id, name, price, and description.
Properties Metadata
Table presents metadata of properties, including fields such as name, type, and description.
Property History
Table logs changes to properties, with fields such as id, created_at, and previous_value.
Tickets
Table includes information about tickets, with fields such as id, status, priority, and created_at.
Sync data automatically — no code, no manual exports.
1
Connect Hubspot as data source
Authenticate your Hubspot account in Kondado by providing your API credentials, granting access to your CRM, marketing, and service data. The platform automatically discovers your available pipelines including Contacts, Deals, and Companies.
2
Configure Excel destination
Set up your Microsoft 365 Excel workbook as the destination, specifying the file location and sheet structure where your Hubspot data will land. You can also send data to Google Sheets or BigQuery if needed.
3
Select pipelines and schedule
Choose which of the 24 available pipelines to replicate, such as Contacts, Deals, or Email Events, and set your update frequency from 5 minutes to daily. Kondado automatically keeps your Excel reports updated on this schedule without manual intervention.
Try out all the features for free for 14 days
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Answers about sending Hubspot data to Excel automatically
How does Kondado replicate Hubspot data to Excel?▼
Kondado uses a direct integration to extract data from your Hubspot account and load it into Microsoft 365 Excel workbooks on a configurable schedule. The platform connects to Hubspot's API and automatically replicates selected pipelines to your specified Excel files without requiring manual exports or CSV uploads. You can also send the same data to Google Sheets, BigQuery, or Power BI simultaneously.
What Hubspot objects and fields can I replicate to Excel?▼
Kondado offers 24 pipelines with 805 total fields, including standard objects like Companies, Contacts, Deals, and Tickets, plus engagement data such as Calls, Meetings, and Emails. You can also access marketing analytics through the Email Events and Marketing Emails pipelines, as well as custom objects and property history for complete data lineage. Select exactly which fields you need during setup to keep your Excel workbooks focused and performant.
How often does Hubspot data update in Excel workbooks?▼
Data replication runs on a configurable schedule that you control, with options ranging from every 5 minutes to daily intervals depending on your business requirements. Near-real-time updates ensure your sales forecasts and marketing reports reflect the latest contact activities, deal stage changes, and ticket resolutions without manual refresh.
Can I combine Hubspot data with other sources in the same Excel file?▼
Yes, Kondado allows you to replicate data from multiple sources into the same Excel workbook or separate sheets within a file. Combine Hubspot CRM data with PostgreSQL warehouse information, advertising platforms, or accounting systems to create unified cross-functional reports that span marketing, sales, and finance operations.
What format does Hubspot data take when it arrives in Excel?▼
Each selected pipeline arrives as a structured dataset within your Excel workbook, with columns representing individual fields and rows containing records such as contacts, deals, or companies. The data preserves Hubspot's data types and relationships, allowing you to immediately apply Excel formulas, pivot tables, and charting tools without reformatting or data cleansing.
Do I need technical skills to set up the Hubspot to Excel connection?▼
No coding or technical expertise is required to establish the connection, as Kondado provides a no-code interface for authenticating your Hubspot account and configuring your Excel destination. The guided setup process handles API connections and field mapping automatically, enabling business users and analysts to begin replicating data within minutes.
Can I send Hubspot data to Excel and other destinations simultaneously?▼
Yes, Kondado supports multi-destination replication, allowing you to send your Hubspot pipelines to Excel while also delivering the same data to Looker Studio, BigQuery, or Power BI for different use cases. This ensures your sales team can work in Excel while analysts access the same dataset in a data warehouse or visualization tool.
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