HubSpot UNBOUND is coming to Boston September 16–18, bringing together marketing, sales, service, and operations leaders to explore what’s next for modern growth. Formerly known as INBOUND, this year’s event reflects just how much the go-to-market landscape has changed, with a particular focus on connected systems, AI-driven execution, and unified customer experiences.
CloudExtend will be there, and we’re bringing something marketers and operations teams can put to work right away: a better way to work with HubSpot data in Excel.
HubSpot is where most teams now run campaigns, manage pipeline, and track revenue. But the analysis of that work still happens somewhere else. Someone exports a list. Someone cleans it up in Excel. Someone builds a report from it. By the time that report reaches a VP’s inbox, it’s already describing yesterday.
The problem isn’t Excel. The gap between HubSpot and Excel is.
Two-Way Sync: Excel Becomes a Real HubSpot Workspace
Until now, getting data out of HubSpot and into Excel was one-way. Any cleanup, enrichment, or standardization done in the spreadsheet had to be packaged back up as an import file and re-uploaded. A second manual process layered on top of the first.
ExtendInsights for HubSpot eliminates that disconnect by creating a direct connection between HubSpot and Excel. Edit a contact, standardize a company name, or update a deal field directly in Excel, and push the change straight back to HubSpot. Excel stops being a place you dump exports and becomes a place where you actually work, with changes flowing in both directions.
More Than CRM Data: Web Traffic and Form Submissions Now Included
We’ve also significantly expanded the HubSpot data available through ExtendInsights. In addition to core CRM objects, marketers can now bring HubSpot Analytics data into Excel too. Supported data now includes:
- Contacts
- Companies
- Deals
- Web Traffic
- Form Submissions
That matters because the story from first click to closed deal usually lives in three different reports: web analytics, contact records, and pipeline data. Pulling all of it into one workbook makes it possible to actually trace a lead’s path and not guess at it by cross-referencing three tabs. And because it’s still Excel under the hood, your existing PivotTables, formulas, and charts keep working exactly as they did before. No new tool to learn. No reformatting every time you need another analysis.
Build It Once. Keep It Current.
The underlying problem with exported data is that it goes stale the moment it lands. New leads convert. Forms get submitted. Deals move. Website traffic changes. Yesterday’s dashboard can quickly become today’s outdated spreadsheet.
ExtendInsights scheduled refresh helps solve that problem by automatically bringing updated HubSpot data into your workbooks, with refresh schedules starting at daily intervals. Instead of rebuilding the same report every Monday morning, teams can create a workbook once and continue working from it as the underlying HubSpot data changes.
That’s a small workflow change with a potentially significant impact: Less time preparing reports means more time understanding what those reports are actually telling you.
Free Dashboard Templates, No Strings Attached
Want to start improving how you report on HubSpot data in Excel even faster?
We’re making free Excel dashboard templates available to HubSpot users who want a faster starting point for their own reporting than a blank sheet. Use them as-is, adapt them to your own metrics, or treat them as a model for something you build yourself.
Use them as-is. Customize them around the metrics your organization cares about. Or use them as inspiration for your own HubSpot reporting. The goal is simple: help marketers spend less time constructing reports and more time learning from their data.
And if you like what you can do with HubSpot data in Excel, ExtendInsights takes the next step by eliminating the manual exports behind those dashboards altogether.
AI is Only as Good as the Data You Feed It
There’s another reason live HubSpot data in Excel is becoming increasingly valuable: AI.
AI can already help marketers summarize campaign performance, identify trends, explain anomalies, clean datasets, and create executive narratives. UNBOUND itself is putting significant emphasis on AI-driven execution and the role connected data plays in modern go-to-market strategies.
But AI still needs data to work with.
If the first step in every AI workflow is exporting, cleaning, combining, and uploading information, you’ve simply added AI to the end of an already manual process.
ExtendInsights changes that equation by keeping HubSpot data connected to Excel. Refresh the workbook, then use AI to explore what’s happening. Ask it to identify trends in form submissions, summarize changes in website performance, analyze customer segments, or help explain pipeline movement.
The AI provides the analysis. ExtendInsights provides current HubSpot data to analyze.
Come See ExtendInsights at UNBOUND
UNBOUND is all about exploring what’s next for growth. For us, that includes removing the barriers between the systems where your data lives and the tools where your teams actually work.
If you’re attending UNBOUND 2026 in Boston, stop by and visit CloudExtend at booth 23 and see ExtendInsights for HubSpot in action. We’ll show you how to bring HubSpot data into Excel, build reporting around the metrics that matter to your organization, keep those reports automatically refreshed, and push approved changes directly back to HubSpot.
Whether you’re already an ExtendInsights customer, looking for a better HubSpot Excel integration, or simply want some free dashboards to make your existing reporting easier, come say hello.
We’ll see you in Boston.
