Automate HubSpot Form Submissions to Excel with Pabbly Connect

Learn how to seamlessly integrate HubSpot form submissions into Excel using Pabbly Connect in this detailed tutorial. Automate your workflow today! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for HubSpot and Excel Integration

To automate adding HubSpot form submissions to Excel, start by accessing Pabbly Connect. Go to the Pabbly website and either sign in or sign up for a free account to get started.

Once logged in, locate the ‘Create Workflow’ button at the top right. Name your workflow, for example, ‘HubSpot CRM to Excel’. This setup is essential as it establishes the trigger and action that will automate your process.

2. Configuring Trigger for New HubSpot Form Submission

In this step, we will configure the trigger in Pabbly Connect to respond to new form submissions in HubSpot CRM. Select HubSpot CRM as your trigger application and choose the ‘New Form Submission’ event.

• Select ‘HubSpot CRM’ from the application options.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, navigate to your HubSpot account. Go to Automation > Workflows, and create a new workflow from scratch. Set up a trigger for ‘Any Form Submission’. This will allow the automation to activate whenever a form is submitted.

3. Connecting HubSpot to Pabbly Connect

After setting up the workflow in HubSpot, go back to Pabbly Connect and paste the webhook URL into the action settings. This connection enables HubSpot to send data to Pabbly Connect whenever a form is submitted.

Ensure you save the settings in HubSpot and turn on the workflow. This activation allows HubSpot to communicate with Pabbly Connect and send form submission data.

4. Setting Up the Action Step to Add Rows in Excel

Now that HubSpot is connected, the next step is to configure the action in Pabbly Connect. Select Microsoft Excel as your action application and choose the ‘Add Row to Worksheet’ event. This step will ensure that the data received from HubSpot is added to your Excel sheet.

• Log in to your Microsoft account through Pabbly Connect.
• Select the Excel worksheet where you want to add the data.
• Map the fields from HubSpot to the corresponding columns in Excel.

Mapping the fields ensures that each form submission detail, such as first name, last name, email, and contact number, is correctly placed in the appropriate columns in Excel.

5. Testing the Integration Between HubSpot and Excel

After mapping the fields, it’s time to test the integration. Submit a test form in HubSpot and check if Pabbly Connect captures the data correctly. You should see the first name, last name, email, and contact number reflected in your Pabbly Connect dashboard.

Finally, check your Excel worksheet to confirm that the new row has been added with the submitted details. If everything is set up correctly, your Excel sheet will automatically update with new form submissions from HubSpot.

Conclusion

By following this tutorial, you can seamlessly integrate HubSpot form submissions into Excel using Pabbly Connect. This automation saves time and ensures that your data is always up-to-date in your Excel spreadsheets.