Before you can download HubSpot data into Excel, you'll need to create a HubSpot connection.
Connect to HubSpot
To connect ExtendInsights to HubSpot follow the steps below or view the video.
Before you can download or manage HubSpot data, you must create a template. During this process, you'll create your first HubSpot connection.
Open ExtendInsights.
Select HubSpot from the list of data sources.
Choose one of the following:
Create a New Template to build a template from scratch.
Load an Existing Template to reuse a previously saved or pre-built template.
Enter a Connection Name.
Click Authorize.
Sign in to your HubSpot account and authorize ExtendInsights to access your data.
Once authorization is complete, your HubSpot connection is ready to use.
Note: To learn how to create, rename, reauthorize, or delete connections, see Manage Connections in ExtendInsights.
Verification
Your connection is configured successfully when:
HubSpot appears as the active connection.
You can create or open HubSpot templates.
HubSpot objects are available for download.
Next Steps
Now that you're connected, you can:
Create your first HubSpot template.
Discover how to create, update, or delete HubSpot records with ExtendInsights.
Download HubSpot data into Excel.
Schedule automatic data refreshes.
Build reports, PivotTables, and dashboards using live HubSpot data.