CloudExtend

Download, manage, and work with HubSpot data in Excel.

HubSpot

ExtendInsights HubSpot | Understand the Excel workspace after loading a template

Overview: ExtendInsights HubSpot Workspace

Everything you need to know to get started with ExtendInsights HubSpot

Getting Started for End-Users

ExtendInsights HubSpot | Learn how templates work and build them effectively

Working with Templates: Building Templates for ExtendInsights HubSpot

ExtendInsights HubSpot | Select valid HubSpot dropdown values directly in Excel

Working with Templates: Using Dropdown Fields (Cell Operations)

ExtendInsights HubSpot | Create new HubSpot records directly from Excel

Manage Data: Create New HubSpot Records from Excel

ExtendInsights HubSpot | Download, edit, and update HubSpot records directly from Excel

Manage Data: Reload and Update Existing HubSpot Records

ExtendInsights HubSpot | Retrieve the latest HubSpot data into Excel

Manage Data: Reload and Update Existing Records using HubSpot Record ID

ExtendInsights HubSpot | Delete HubSpot records directly from Excel

Manage Data: Delete HubSpot Records

ExtendInsights HubSpot | Download, add, and remove records from HubSpot Lists

Manage Data: Manage HubSpot Lists

ExtendInsights HubSpot | Retrieve HubSpot data directly into Excel

Retrieve Data: Download Data using Objects & Filters

ExtendInsights HubSpot | Download HubSpot analytics data into Excel

Retrieve Data: Download HubSpot Analytics Data

Features

ExtendInsights HubSpot | Use Excel to prepare and create HubSpot records during a CRM migration

Migrate Data from Another CRM to HubSpot

ExtendInsights HubSpot | Create new HubSpot Contacts and assign a Lead Status

Add New Leads to HubSpot using ExtendInsights

ExtendInsights HubSpot | Create individual or multiple HubSpot Deal records from Excel

Create HubSpot Deals Using ExtendInsights

ExtendInsights HubSpot | Review and update existing HubSpot Deal Stages in bulk from Excel

Manage HubSpot Deal Stages Using ExtendInsights

ExtendInsights HubSpot | Create Tasks in bulk and manage existing HubSpot Tasks from Excel

Create and Manage HubSpot Tasks Using ExtendInsights

Resource Hub on how to use ExtendInsights HubSpot

Business Use Case

ExtendInsights HubSpot | Frequently asked questions

FAQ: ExtendInsights HubSpot Known Limitations & FAQ

ExtendInsights HubSpot | Understand HubSpot download limits

FAQ: HubSpot Download Limits

Frequently Asked Questions for ExtendInsights HubSpot

FAQs

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