Excel Add-in for HubSpot: Two-Way HubSpot CRM Data in Excel
Excel Add-in for HubSpot is a $179.95 Devart add-in for Excel on Windows that pulls HubSpot contacts, companies, deals, line items, associations and even HubSpot reports into worksheets, and pushes your edits back to the CRM. Sales-ops and marketing-ops people use it to clean records in bulk and to build reports HubSpot's own dashboards can't, without exporting CSV files.
Quick facts
- Version: 3.1.70, released September 7, 2026
- Developer: Devart
- Authentication: Web Login (OAuth, now on HubSpot's v3 OAuth endpoints) or a HubSpot private app access token
- Excel: 2007 to 2024 for Windows
- Price: $179.95 for a perpetual license and 12 months of updates and support; renew for $89.95 a year
- Trial: 30 days; 76.60 MB download for signed-in Devart users
- Refunds: within 30 days, only when support can't fix a technical problem that stops it working
- What we checked: Devart's HubSpot connection documentation, the HubSpot changes in every release since 2017, and the order page on November 14, 2026, which showed Excel Add-in for HubSpot at $179.95 with an $89.95 renewal. We didn't connect it to a HubSpot portal.
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Overview
HubSpot has its own export and import, and HubSpot's paid tiers have custom reports. What it doesn't have is a spreadsheet you can keep open, refresh, and edit back into the CRM. That is the gap Devart's add-in fills. Contacts, companies and deals arrive with their properties as columns, and once you switch on Edit Mode, changes you make are written back through HubSpot's API when you press Commit.
HubSpot has been one of Devart's most actively maintained connectors since it arrived in January 2017. Web Login came in 2019, private app tokens in August 2023, read-only Invoices, InvoiceLineItems, Teams and Users tables in October 2024, and in June 2026 HubSpot reports plus Appointments, Courses, FormSubmissions, FeedbackSubmissions, Leads, Listings, Services and Subscriptions. The August 2026 release added labeled associations, custom unique-ID properties and the OAuth v3 endpoints, and fixed a "Rate limit exceeded" error.
Features
Every property, including the obscure ones
Excel Add-in for HubSpot lists each object's full property set in the Query Builder: for contacts that runs from Lead Status and Owner Assigned Date to Days To Close, IP Country and Recent Sales Email Clicked Date. Tick what you need, filter (created after a date, last name not empty), sort, and limit the rows before importing. A Column Chunking option splits very wide requests so they stay inside HubSpot's API limits.
The Visual Query Builder on HubSpot Contacts: a long list of contact properties, a filter on CreatedAt and Last Name, ORDER BY Email and FETCH FIRST 5 ROWS ONLY.
Checks against HubSpot's own rules
Excel Add-in for HubSpot knows a property's allowed values and constraints. Type "Test" into Lead Status and it tells you the only allowed values are In Progress, New, Open, Open Deal and Unqualified; add a contact with an email that already exists and it flags the clash before HubSpot rejects it.
Two validation errors on a Contacts sheet: an invalid Lead Status, with the allowed values listed, and a new row whose email is already used by another contact.
Associations and company hierarchies
Excel Add-in for HubSpot can retrieve associations between objects (contacts to companies, deals to line items), shows labeled associations as their own tables with a _labels suffix, and imports parent-company to child-company links, so you can audit which contacts sit under which account.
HubSpot reports and sensitive data
Excel Add-in for HubSpot can read HubSpot reports, so numbers you already built in HubSpot can be combined with other data in Excel. A Sensitive Data connection option gives access to properties HubSpot marks as sensitive, for accounts allowed to see them.
Real-World Uses
- Lead status clean-up: filter all contacts with a blank or outdated lead status, set the right value down the column, Commit.
- Territory reassignment: change the owner of hundreds of companies by region using a lookup table.
- Pipeline review: deals with their line items in a pivot table by stage, owner and close month, refreshed before each forecast call.
- Form and lead tracking: form submissions and leads next to the ad spend sheet the marketing team already keeps.
- Billing checks: read-only invoice tables alongside deals to see what was sold versus what was invoiced.
Who It's For, and Who Should Skip It
Good for HubSpot admins and sales or marketing operations staff who spend part of every week on bulk edits and Excel reporting.
Skip it if you use Excel for Mac or the web version, if HubSpot's dashboards already give you what you need, or if you only import a list now and then, where HubSpot's free import tool does the job. If you run HubSpot alongside Salesforce, Zendesk, QuickBooks Online or a store platform, price the Cloud Pack ($499.95 for 20 cloud add-ins).
Usage Guide
- Install the add-in from Devart (sign-in required to download), as an administrator, with Excel closed.
- Pick an authentication method. Web Login is simplest: Devart tab, Get Data, HubSpot, Web Login, sign in, choose the HubSpot account and click Grant access. For a token with tight permissions, create a private app instead: in HubSpot settings go to Integrations, Private Apps, Create a private app, tick only the scopes you need, then Show Token and paste it into the connection.
- Import: pick Contacts, Companies, Deals or another object, choose properties and filters, preview, finish.
- Edit: Edit Mode, change values, fix anything flagged, Commit.
- Refresh the sheet whenever you need current CRM data.
Where it falls short
- HubSpot's API limits still apply. Large portals take time to load, and Devart has had to fix rate-limit errors as recently as August 2026.
- API keys are history. The connector still lists the old API key method, but HubSpot retired API keys in 2022, so use Web Login or a private app token.
- Some tables are read-only, such as invoices, invoice line items, teams and users; reports are for reading too.
- Bulk writes are real writes. A Commit can change thousands of CRM records and trigger HubSpot workflows; test on a filtered set first. Devart's refunds cover only technical faults, so use the 30-day trial.
What Users Say
Where the reviews are
"Devart Excel Add-In for HubSpot" has its own Capterra and Software Advice pages, but the bulk of user feedback is on the Devart Excel Add-ins family. TrustRadius rates that family about 9.3 out of 10 from 33 reviews and ratings. On G2, reviewers of Devart's CRM add-ins rate them highly for getting CRM data into Excel and back, and name cost and some initial configuration as the drawbacks. With HubSpot, that configuration is mostly choosing between Web Login and a private app token.
Comparisons
Excel add-in vs HubSpot export and import
HubSpot's own export and import are free and handle simple list updates. The add-in is for repeat work: a refreshable workbook, edits validated against HubSpot's property rules before they're sent, associations and reports as tables, and no file shuffling.
HubSpot add-in vs Cloud Pack
HubSpot alone: $179.95. Add two more systems (say Shopify and QuickBooks Online) and you'd pay $539.85 for singles, against $499.95 for the Cloud Pack with all 20 cloud add-ins.
Editions and Pricing
| Item |
Price |
What it covers |
| Excel Add-in for HubSpot | $179.95 | One user, perpetual license, first year of updates and support |
| Yearly renewal | $89.95 | Updates and support for another year; 20% or 60% more after a long lapse |
| Order-page options | Shown at checkout | 2 or 3 years of updates, priority support, volume discounts from 5 licenses |
FAQs
Does Excel Add-in for HubSpot work with the free HubSpot CRM?
Excel Add-in for HubSpot connects through HubSpot's API with Web Login or a private app token, so it needs an account and user that can authorize apps or create private apps. Which objects you see depends on the HubSpot hubs and tier you have; check them in the trial.
Can Excel Add-in for HubSpot match records by my own unique ID property?
Yes. Since version 3.1.49 (August 2026), Excel Add-in for HubSpot supports custom unique-identifier properties that can be used as unique IDs, handy when records are keyed by an ID from another system.
Can I limit what the HubSpot add-in is allowed to touch?
Yes. Connect Excel Add-in for HubSpot with a private app token and grant that app only the scopes you want, for example read-only access to contacts and deals.
Will editing contacts in Excel trigger HubSpot workflows?
Excel Add-in for HubSpot writes through HubSpot's API like any integration, so property changes it commits can enrol records in workflows that watch those properties. Plan large updates with that in mind.
What do I lose if I don't renew?
Excel Add-in for HubSpot keeps working on its perpetual license. Without renewal you miss fixes for HubSpot API changes and new objects, which for HubSpot have come several times a year.
System Requirements
- Excel 2007, 2010, 2013, 2016, 2019, 2021 or 2024 for Windows
- .NET Framework 4.0 or above, Visual Studio 2010 Tools for Office Runtime
- Administrator rights for setup
- A HubSpot account and a user who can authorize the app or create a private app
Conclusion
Excel Add-in for HubSpot is worth $179.95 for anyone who regularly fixes or reports on HubSpot data in bulk: the property-aware validation and Commit make large CRM edits safer than CSV imports, and Devart keeps up with HubSpot's API changes. It's not worth it for occasional list imports, which HubSpot handles free, or for Mac users. Run a real clean-up through the 30-day trial before you buy.
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