HubSpot delivers exports by email, not instant download, and there is no native HubSpot Excel add-in, so real-time refresh requires the API or a connector.
HubSpot has no native Excel add-in. The built-in export covers contacts, companies, deals, tickets, and most other objects, but it delivers the file by email rather than as an instant download, and every export is a frozen snapshot. For teams that need refreshed data in Excel without re-exporting manually each time, the options are Power Query against the HubSpot API (Windows only, requires some coding) or a connector add-in. Here is every method, with the limits that are easy to miss the first time.
Method 1: UI export from contacts, deals, and companies views
In HubSpot, navigate to the object you want to export: CRM, then Contacts (or Deals, Companies, Tickets, or any other object). In the top right of the list, click Export. Choose the file format (CSV, XLS, or XLSX), set the column header language, then click Export. HubSpot queues the job and emails you a download link when it is ready, usually within a few minutes for most account sizes.
By default, the export includes only the properties shown in the current view. To get everything, open the Customize section in the export dialog and choose All properties on records. That option often produces 200 to 400 columns, so for analysis purposes the view-scoped export is usually cleaner.
The catch: the export is scoped to the view you have open, including any active filters. Archived contacts are excluded by default. If you are exporting for a complete backup, switch the view filter to include archived records, or you will be missing rows. Export links expire after 30 days.
Method 2: Report export from the Reports section
From any saved report in HubSpot's Reports section, click the three-dot menu and choose Export. You can export as CSV, XLS, or PDF. The CSV and XLS options give you the underlying rows the report aggregates, not the pre-rendered chart. This is useful for sending a report snapshot to someone outside HubSpot.
The catch: report exports give you the pre-aggregated output, not the raw records. If you want flexibility for your own analysis, export the underlying objects (contacts, deals) rather than the report. Most report types require Starter plan or above.
Method 3: HubSpot API via Power Query (Windows Excel only)
HubSpot does not have a built-in Power Query connector in Excel, but you can reach the HubSpot API using Data, Get Data, From Web and passing a private app token as a header. Create a private app in HubSpot under Settings, Integrations, Private Apps, grant it read scopes for the objects you need, and copy the access token. The API endpoint for contacts is https://api.hubapi.com/crm/v3/objects/contacts. Results are paginated with a paging.next.after cursor in the response.
The catch: handling pagination requires writing Power Query M code, which is a meaningful technical barrier. The API returns JSON, and you need to expand nested response objects to get a flat table. This is Windows Excel only; the approach does not work in Excel on Mac or Excel on the web through Power Query.
Method 4: Brooked for Excel (any object, Mac and web Excel supported)
Brooked for Excel is an add-in that connects to HubSpot, pulls contacts, companies, deals, tickets, or custom objects into the worksheet, and refreshes the data on a schedule. It runs inside Excel's ribbon and works in Windows desktop, Mac, and Excel on the web. No token pasting or M code required.
Honest framing: Excel support is in beta. Manual imports and the AI analyst work today; scheduled refresh is rolling out through the beta. The Google Sheets version of the connector is fully live, so the HubSpot plumbing is mature.
Setting up the HubSpot connection
Open Brooked in the Excel ribbon, choose HubSpot as the source, and authenticate with OAuth. Pick the object (contacts, deals, companies, or others), configure which properties to include and any filters, then import into the active worksheet. The data arrives as a flat table with column headers matching HubSpot property names.
Brooked AI, HubSpotMethod comparison
| Method | Cost | Works on | Refresh | Best for |
|---|---|---|---|---|
| UI export (contacts, deals, companies) | Free, all plans | Any Excel | Manual re-export, delivered by email | One-off snapshots of any CRM object |
| Report export (from Reports section) | Starter and above for most reports | Any Excel | Manual re-export | Exporting a pre-built HubSpot report |
| API via Power Query | Included in Microsoft 365 | Windows Excel only | Manual or on schedule via Power Query | Developers comfortable with REST APIs on Windows |
| Brooked for Excel | Free during beta | Desktop, Mac & web Excel | Scheduled (rolling out in beta) | Any CRM object, refreshed without coding |
What marketing and sales teams build with this
- Pipeline reporting: deals by stage and close date, refreshed weekly without re-exporting
- Lead source analysis: contacts by original source and lifecycle stage in one pivot
- Rep performance tracker: calls, emails, and meetings logged per rep for the current period
- Churn risk list: customers with low engagement scores pulled from HubSpot contact properties
- Campaign attribution: deal revenue traced back to the marketing activities on each contact
Troubleshooting common issues
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- How to Connect HubSpot to Google Sheets
Frequently asked questions
Can I export HubSpot contacts to Excel?
Yes. In HubSpot, go to CRM, then Contacts. In the top right of the contacts list, click Export. Choose your file format (CSV, XLS, or XLSX), set the language for column headers, and click Export. HubSpot queues the export and sends you an email with a download link, typically within a few minutes. The download link expires after 30 days. By default, the export includes the properties and associations shown in the current view. To get all properties, open the Customize options in the export dialog and select All properties on records.
Is there a native HubSpot Excel add-in?
No, HubSpot does not publish an official Excel add-in. There is a HubSpot add-in for Gmail and a Chrome extension for some tasks, but nothing that installs into Excel's ribbon and pulls live CRM data. The absence of a native add-in is why teams that need refreshed HubSpot data in Excel rely on either Power Query against the API or a third-party connector like Brooked.
How do I export HubSpot deals to Excel?
Go to CRM, then Deals. Click Export in the top right of the deals list. The export follows the same process as contacts: choose format, configure which properties to include, and wait for the email with the download link. One important limitation: the deals export gives you the deal record plus the primary associated contact and company as IDs, not full association graphs. If you need to know which contacts are on which deals, you will need to export both objects separately and join them in Excel using the record ID columns.
How do I pull HubSpot data into Excel using the API?
Create a private app in HubSpot under Settings, Integrations, Private Apps. Give it read access to the objects you need and copy the access token. In Excel for Microsoft 365 on Windows, go to Data, Get Data, From Web, and enter the HubSpot API endpoint, for example https://api.hubapi.com/crm/v3/objects/contacts with the token in a header. The API returns paginated JSON with a cursor in paging.next.after. You need Power Query's M language to handle pagination, which requires some technical knowledge. This approach is Windows-only inside Excel.
Does HubSpot export work the same on all plans?
The per-object export (contacts, deals, companies, tickets) works on all plans including the free CRM. Report exports are available on Starter and above for most report types. The account-wide GDPR data export under Settings requires a paid plan. For API access, the free CRM has a rate limit of 100 requests per 10 seconds, which is sufficient for moderate use but tight for large-scale pulls.
Which HubSpot export method works on Mac and web Excel?
The UI export (downloading a file from HubSpot's interface) works on any platform because it is a file you open in Excel. Power Query's API approach is Windows-only inside Excel. Brooked for Excel works on Windows desktop, Mac, and Excel on the web, covering the gap that Power Query cannot reach.
Can I import data from Excel into HubSpot?
Yes. HubSpot's import wizard accepts CSV, XLS, and XLSX files. Go to Settings, then Import, or use the Import button inside a contacts or companies list. Map your spreadsheet columns to HubSpot properties during the import, and HubSpot will create or update records. One file can contain multiple objects (for example, contacts and companies) if you follow HubSpot's multi-object import format. The free CRM supports this import path on all plans.
Get live HubSpot data in Excel, on any plan and any platform.
Brooked for Excel is in beta and free to try. Using Google Sheets instead? Read the Sheets version of this guide.
See Brooked for Excel →
