Supermetrics for Excel
Connect HubSpot to Microsoft Excel — CRM & Pipeline Workbooks
Pull HubSpot CRM and marketing data into Excel for pipeline analysis, deal forecasting, and campaign ROI tracking. Build pivot tables that slice deals by stage, owner, and source. Use SUMIFS for weighted pipeline calculations and XLOOKUP to connect marketing touches to closed revenue.
Why Connect HubSpot to Microsoft Excel?
Get your HubSpot data flowing into Microsoft Excel with automatic refreshes and zero manual work.
Pipeline analysis with pivot tables
Build pivot tables breaking down HubSpot deals by stage, owner, and source. Weighted pipeline calculations using SUMIFS show expected revenue at each stage.
Deal forecasting with Excel formulas
Use SUMPRODUCT and probability weighting to build deal forecasts. Conditional formatting highlights deals at risk and opportunities nearing close.
Marketing-to-sales reporting
Blend HubSpot marketing data (email, forms, pages) with deal data in one workbook. XLOOKUP connects lead sources to closed revenue for true attribution.
How to Connect HubSpot to Microsoft Excel
Three steps. Under two minutes. Zero code.
- 1
Install the Supermetrics add-in
Get Supermetrics from the Microsoft AppSource store or search for it inside Excel's Add-ins menu. You can also use Supermetrics Hub for Excel Online.
- 2
Select your data source
Open the Supermetrics panel, choose your data source, and authorize your account through a quick OAuth sign-in.
- 3
Build your query and get data
Pick your metrics, dimensions, date range, and filters. Click "Get data" — results appear directly in your Excel cells, ready for pivot tables and charts.
Report Templates for HubSpot in Microsoft Excel
Pre-built spreadsheet reports you can use as starting points. Customize with your own metrics, filters, and formatting.
Deal Pipeline Dashboard
Pivot table workbook breaking down HubSpot deals by stage, owner, and source. SUMPRODUCT calculates weighted pipeline value. Conditional formatting highlights deals at risk.
Marketing Campaign ROI Tracker
Track email, form, and landing page performance alongside deal outcomes. XLOOKUP connects campaign touches to revenue for complete marketing ROI reporting.
What HubSpot Data Can You Pull into Microsoft Excel?
Supermetrics gives Microsoft Excel access to your full HubSpot reporting data — metrics and dimensions you already know from the HubSpot interface.
Key Metrics
- Contacts created
- Deals created
- Deal amount
- Deal close rate
- Closed won deals
- Amount won
- Email open rate
- Email click rate
- Email bounce rate
- Form submissions
- Page views
- Sessions
- MQLs
- SQLs
- Customer count
Key Dimensions
- Deal stage
- Deal pipeline
- Contact lifecycle stage
- Contact source
- Company name
- Company industry
- Owner
- Campaign
- Email name
- Form name
- Landing page
- Lead status
Resources & Guides
Why Supermetrics for Microsoft Excel?
The trusted marketing data platform since 2009. 200,000+ companies use Supermetrics — 15% of global ad spend flows through our connectors.
Reliability & Depth
The most trusted marketing data connector for Excel — used by 200,000+ companies. Supermetrics covers more metrics and dimensions per source than any alternative, with the scheduling reliability enterprises depend on.
170+ Data Sources, One Workbook
Connect HubSpot alongside 170+ other platforms in the same Excel workbook. Blend data across sources with built-in joins, currency conversion, and campaign name normalization — no manual copy-paste, no formula errors.
Flexible Query Builder
The Supermetrics sidebar lets you build custom HubSpot queries without any coding. Pick metrics, dimensions, filters, and date ranges — get exactly the data you need.
Enterprise-Grade Security
SOC 2 Type II certified. GDPR and CCPA compliant. OAuth authentication with encrypted credentials. Regional data hosting available.
Scheduled Refreshes
Set up automatic data refreshes — hourly, daily, or weekly. Your HubSpot reports stay current without anyone clicking a button. Add email delivery to distribute reports automatically.
Complete Data Access
Pull every contact, deal, campaign, and custom property from HubSpot. No field restrictions, no record limits — your complete dataset, ready for analysis.
Frequently Asked Questions
How do I connect HubSpot to Microsoft Excel?
Install the Supermetrics add-in from the Microsoft AppSource store, open it in Excel, select HubSpot as your data source, authorize your account, and click "Get data." Your data lands directly in your worksheet cells — no CSV downloads or copy-pasting required. The add-in works in both Excel Desktop (Windows) and Excel Online via Supermetrics Hub.
Is my HubSpot data secure in Excel?
Yes. Supermetrics uses OAuth authentication for HubSpot — your credentials are never stored in the workbook file. All data transfers are encrypted in transit, and Supermetrics is SOC 2 Type II certified and GDPR compliant. Workbook-level security and SharePoint permissions give you full control over who can view the data.
Can I combine HubSpot data with other data sources in the same workbook?
Absolutely. Supermetrics connects 170+ data sources to Excel. Pull HubSpot data into one worksheet and Google Ads data into another, then use XLOOKUP, SUMIFS, pivot tables, or Power Query to blend and compare across sources — all inside the same workbook.
What HubSpot metrics can I pull into Excel?
You can access all standard HubSpot reporting metrics through Supermetrics, including Contacts created, Deals created, Deal amount, Deal close rate, Closed won deals, and more. Both metrics and dimensions are available, and the data drops into regular Excel cells so you can immediately use pivot tables, charts, and formulas on it.
Can I schedule automatic data refreshes for HubSpot in Excel?
Yes. Through Supermetrics Hub, you can schedule automatic refreshes — daily, weekly, or monthly — so your HubSpot data stays current without manual work. You can also set up automatic email delivery to send refreshed workbooks to stakeholders as Excel files or PDFs.
Can I build a HubSpot pipeline report in Excel?
Yes. Pull deals with stage, amount, and owner as dimensions. Build a pivot table with stages in columns and owners in rows, with deal amount as values. Conditional formatting creates a heatmap of pipeline distribution.
How do I connect HubSpot marketing to deal outcomes?
Pull marketing data and deal data on separate worksheets. Use XLOOKUP on contact email or company name to connect marketing touches to closed deals, then calculate marketing-attributed revenue.
Also Connect to Microsoft Excel
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