The Cure for Stale Spreadsheets
(Spoiler: It’s Not AI)

Your HubSpot report shouldn’t be out of date before you finish formatting the data. And updating records shouldn’t mean another round of CSV exports, imports, and manual re-entry.

Join us for a walk through of bringing HubSpot data into Excel, refreshing it on demand or on a schedule, and pushing changes back without the CSV shuffle.

Use AI to help you explore your data, but recurring reports need repeatable logic. Learn how a connected Excel workbook gives your team familiar formulas, consistent calculations, and control over the views you build, without depending on an AI-generated answer that may vary.

Pull. Edit. Push back.

See the full workflow in action:

• Pull current data into Excel. Bring in HubSpot contacts, companies, deals, and analytics data. Refresh when you need it or schedule updates to keep recurring reports current.
• Analyze and edit in a familiar workspace. Use formulas, PivotTables, and Power Query to build the views your team needs. Combine HubSpot data with ERP or finance data for a more complete picture.
• Push updates back to HubSpot. Bulk-update deal stages and clean up contact records from your worksheet without CSV files, import wizards, or manual re-entry.

See how it works for your team

We’ll walk through practical sales and marketing scenarios, including:

• Pipeline analysis: Review deal stages and spot where opportunities are getting stuck.
• Campaign ROI and marketing attribution: Explore campaign performance and its connection to revenue.
• Customer lifecycle reporting: Bring key lifecycle data together in a view your team can use.
• Bulk record updates: Keep deal and contact records organized with changes made directly in Excel.

There will also be live Q&A to ask about your own reporting workflow.