Create new HubSpot engagements from updated rows in Microsoft Excel
Keep your customer data current and organized with this streamlined workflow between Microsoft Excel and HubSpot. When you modify a row in your Excel sheet, a corresponding engagement is instantly created in HubSpot, allowing you to manage customer relationships more effectively. This seamless integration not only eliminates time-consuming manual data updates, but also ensures a consistently updated system for improved efficiency.
Keep your customer data current and organized with this streamlined workflow between Microsoft Excel and HubSpot. When you modify a row in your Excel sheet, a corresponding engagement is instantly created in HubSpot, allowing you to manage customer relationships more effectively. This seamless integration not only eliminates time-consuming manual data updates, but also ensures a consistently updated system for improved efficiency.
- When this happens...  Updated Row Updated RowTriggers when a row is added or updated in a worksheet. TriggerPollingZapier checks for new data every 15 min on the Free plan
- automatically do this!  Create Engagement Create EngagementCreates a new Engagement for a contact, in HubSpot. ActionWriteCreate a new record or update an existing record in your app.
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- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- WorksheetRequired 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- WorksheetRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- WorksheetRequired 
- TableRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet IDRequired 
- Column IndexRequired 
- Apply To 
- Header Preservation 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- TitleRequired 
- Column Headers 
- Zap Step Id 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet IDRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- WorksheetRequired 
- RowRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- WorksheetRequired 
- Lookup ColumnRequired 
- Lookup ValueRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet IDRequired 
- RangeRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet IDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet NameRequired 
- Column Headers 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Property NameRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Email Subscriptions Timeline- Triggers when new email timeline subscription added for the portal. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Contact ListRequired 
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Type of Custom ObjectRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Object TypeRequired 
- Properties to Retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Property NameRequired 
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Note 
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note 
- List NameRequired 
- Contact EmailRequired 
- Halt my task if contact is already a member of the list 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Create Company- Creates a Company in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Create Associations- Creates associations between objects. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- Halt task if any associations error occurred 
- Engagement TypeRequired 
- Assigned To 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Type of Custom ObjectRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Create Deal- Creates a Deal in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- Workflow NameRequired 
- Contact's EmailRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact IDRequired 
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Deal IDRequired 
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Line_item IDRequired 
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Ticket IDRequired 
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- Blog URLRequired 
- Blog AuthorRequired 
- Publish This Post?Required 
- Blog Post URLRequired 
- Blog Post TitleRequired 
- Blog Post ContentRequired 
- Meta DescriptionRequired 
- Featured image URL 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Create Product- Creates a Product in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Remove Associations- Removes associations between objects. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- FormRequired 
- Note 
- HubSpot usertoken 
- IP address 
- Page name 
- Page URI 
- Page ID 
- SFDC campaign ID 
- GoToWebinar key/ID 
- Submission timestamp 
- Skip validation 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Update Company- Update a Company in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Update Deal- Update a Deal in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Update CRM Object- Updates a CRM object in HubSpot ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Update Ticket- Update a Ticket in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- EmailRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- Note 
- Contact EmailRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Find CRM Object- Finds CRM objects by searching with filters ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Type of Custom ObjectRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Owner emailRequired 
- Search among deactivated owners 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Owner IdRequired 
- Search among deactivated owners 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note 
- NameRequired 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note 
- NameRequired 
- Note 
- Company 
- Contact 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- WorksheetRequired 
- TableRequired 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- WorksheetRequired 
- Trigger Column 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- WorksheetRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet IDRequired 
- RangeRequired 
- Apply To 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet IDRequired 
- Row IDRequired 
- Apply To 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet NameRequired 
- Column Headers 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet IDRequired 
- New NameRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Api Docs Info 
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- Worksheet IDRequired 
- Row IDRequired 
- No Match Copy 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Plan Restrictions 
- Storage Source 
- Folder 
- WorkbookRequired 
- WorksheetRequired 
- Lookup ColumnRequired 
- Lookup ValueRequired 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Object TypeRequired 
- Properties to Retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Blog UrlRequired 
- Article StateRequired 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 - New Deal- Triggers when a new Deal is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Property NameRequired 
- Properties to retrieveRequired 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note 
- Additional properties to retrieve 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Type of Custom ObjectRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Note 
- Contact EmailRequired 
- Subscription TypesRequired 
- Legal Basis Explanation 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- NameRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Create Contact- Creates a Contact in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Create CRM Object- Creates a CRM object in HubSpot ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- Social Media ChannelRequired 
- Message ContentRequired 
- When 
- Save as draft 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- Note 
- NameRequired 
- Company 
- Contact 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Delete CRM Object- Deletes a CRM object from HubSpot ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Company IDRequired 
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Type of Custom ObjectRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Product IDRequired 
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Create Line_item- Creates a Line_item in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- Contact Email AddressRequired 
- Event IDRequired 
- Contact Value 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Get CRM Object- Gets a CRM object from HubSpot by ID ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- List NameRequired 
- Contact EmailRequired 
- Halt my task if contact wasn't a member of the listRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Create Ticket- Creates a Ticket in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Update Contact- Update a Contact in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Update Line_item- Update a Line_item in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Update Product- Update a Product in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Type of Custom ObjectRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- FolderRequired 
- FilenameRequired 
- Access levelRequired 
- FileRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note 
- NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note 
- NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
 - Find Associations- Find associations between objects. ActionThis is an event a Zap performs.SearchFind existing data in your app
- Object TypeRequired 
- Pipeline IdRequired 
- Stage IdRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Type of Custom ObjectRequired 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note 
- Additional properties to retrieve 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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- Create contacts in HubSpot from new rows in Microsoft Excel
- Create rows in Microsoft Excel from new companies in HubSpot
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- Create new HubSpot deals from new Microsoft Excel rows
- Update HubSpot deals when Microsoft Excel rows are updated
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- Add new HubSpot contacts to a Microsoft Excel table as rows
- Create HubSpot tickets from new Microsoft Excel rows
- Create HubSpot form submissions from new Microsoft Excel rows
- Create HubSpot products from new Microsoft Excel rows
- Add new HubSpot contacts to Microsoft Excel rows for streamlined data tracking
- Update Microsoft Excel rows with new HubSpot deal stages
- Update Microsoft Excel spreadsheets with new contact property changes in HubSpot
- Add rows to Microsoft Excel for new contacts in HubSpot
- Track updated HubSpot ticket properties by adding rows to a Microsoft Excel table
- Create new HubSpot deals when Microsoft Excel rows are updated
- Create HubSpot contacts from new Microsoft Excel table rows
- Update rows in Microsoft Excel to create contacts in HubSpot
- Add new rows in Microsoft Excel when contact properties update in HubSpot
- Add new rows in Microsoft Excel for new engagements in HubSpot
- Create or update HubSpot contacts when new rows are added in Microsoft Excel
- Create new HubSpot companies from new rows in Microsoft Excel
- Add rows in Microsoft Excel for new or updated contacts in HubSpot
- Update HubSpot companies when rows in Microsoft Excel are updated
- Create spreadsheets in Microsoft Excel for every new form submission in HubSpot
- Update rows in Microsoft Excel when new form submissions happen in HubSpot
- Create new HubSpot contacts from new Microsoft Excel worksheets
- Add new or updated HubSpot companies as rows in Microsoft Excel
- Update Microsoft Excel rows with each changed deal stage in HubSpot
- Update HubSpot deals when new rows are added in Microsoft Excel table
- Add rows in Microsoft Excel for new email events in HubSpot
- Add new HubSpot contacts to Microsoft Excel spreadsheets instantly
- Add new contacts to HubSpot workflow when new rows are created in Microsoft Excel
- Update HubSpot tickets when rows are updated in Microsoft Excel
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- Update HubSpot contacts when new rows are added in Microsoft Excel
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- Update HubSpot deals when Microsoft Excel rows are updated
- Create new HubSpot contacts from new Microsoft Excel worksheets
- Create new HubSpot products from updated rows in Microsoft Excel
- Verify US addresses in AddressZen and add rows in Microsoft Excel for new contact property changes in HubSpot
- Validate new contact property changes in HubSpot with AddressZen and add Microsoft Excel rows
- Add new HubSpot form submissions to a Microsoft Excel table as rows
- Add new Microsoft Excel rows to HubSpot contact list
- Add new HubSpot deals to Microsoft Excel rows instantly
- Update rows in Microsoft Excel when deal stages are updated in HubSpot
- Update HubSpot companies when new rows are added in Microsoft Excel
- Create HubSpot form submissions from updated Microsoft Excel rows
- Add rows to a Microsoft Excel table when deal properties change in HubSpot
- Create or update spreadsheets in Microsoft Excel for newly formed or updated companies in HubSpot
- Add new HubSpot contacts to Microsoft Excel rows instantly
- Create spreadsheets in Microsoft Excel for new tickets in HubSpot
- Add new rows in Microsoft Excel every time HubSpot tickets properties change
- Add new HubSpot deals to Microsoft Excel as rows immediately
- Add new HubSpot form submissions to Microsoft Excel rows instantly
- Create rows in Microsoft Excel for new HubSpot engagements
- Create new HubSpot entries from new rows in your Microsoft Excel table
- Update rows in Microsoft Excel when deal properties change in HubSpot
- Update HubSpot deals whenever new rows are added in Microsoft Excel
- Update HubSpot objects from updated rows in Microsoft Excel
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- Create HubSpot products from new Microsoft Excel rows
- Update Microsoft Excel spreadsheets with new contact property changes in HubSpot
- Create new HubSpot deals when Microsoft Excel rows are updated
- Add new rows in Microsoft Excel when contact properties update in HubSpot
- Create new HubSpot companies from new rows in Microsoft Excel
- Create spreadsheets in Microsoft Excel for every new form submission in HubSpot
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