用 HubSpot 的 Excel 集成解锁洞察

10月 21, 2024
Devart Excel Add-in for HubSpot 2.10.1404 通过扩展 HubSpot 数据访问提高了效率,从而允许在 Excel 中进行更深入的分析。

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Devart Excel Add-in for HubSpot is a powerful tool that seamlessly integrates HubSpot CRM with Microsoft Excel, enabling users to efficiently manage and analyze HubSpot data directly within their familiar spreadsheet environment. This add-in streamlines tasks such as importing and exporting contacts, leads, companies, and deals, as well as performing data cleansing, validation, and enrichment. By eliminating the need for manual data entry and transfer, Devart Excel Add-in significantly enhances productivity and accuracy in HubSpot data management.

The Devart Excel Add-in for Hubspot 2.10.1404 release adds the Invoices, InvoiceLineItems, LineItemInvoices, Teams, and Users read-only tables. By accessing these additional data points, you can gain deeper insights into customer interactions, team performance, and financial health. This information can be used to optimize sales processes, improve customer satisfaction, and make data-driven decisions regarding resource allocation and team management. Moreover, having these read-only tables available can simplify the development of custom applications or integrations that require a comprehensive view of your HubSpot data.

To see a full list of what's new in 2.10.1404, see our release notes.

Devart Excel Add-in for Hubspot is licensed per user and is available as a Perpetual license with 1 year support and maintenance. See our Devart Excel Add-in for Hubspot licensing page for full details.

Devart Excel Add-in for Hubspot is available in the following products: