How to Connect HubSpot to Excel – Query CRM Data with SQL

Connect · HubSpot to Excel

Get data from HubSpot into Excel

Pull live rows from your HubSpot account into Excel and refresh them whenever you like. No ODBC driver, no exports, no macros. About ten minutes the first time, and the Free plan covers it.

About 10 minutes No coding needed Credentials stay with you Excel anywhere, even on the web

What you’ll end up with

A worksheet showing the live results of a SQL query against your HubSpot account, with a button that pulls the latest rows whenever the data changes. Like this:

Sales.xlsx — Excel

HomeInsertDataQuery Streams

	A	B	C	D	E
1	customer_id	first_name	last_name	country	total
2	1042	Maria	Alvarez	USA	1,284.50
3	1043	Daniel	Okafor	USA	612.00
4	1047	Priya	Nair	USA	2,090.75
5	1051	Thomas	Berg	USA	338.20
6	1056	Lucía	Ferreira	USA	1,455.00
7	1060	Kenji	Sato	USA	874.10
8

Sheet1 Live from HubSpot

HubSpot holds your data behind its API. Getting it into Excel usually means exporting a CSV from the HubSpot dashboard every time you need fresh numbers. Query Streams skips that: a small helper program called the Agent runs the query where your data is, and an Excel add-in asks it for the rows you want. Only the results travel, over an encrypted link, and Excel can be anywhere: your laptop at home, a colleague’s machine across the country, or Excel on the web.

What you’ll need

A Query Streams account

The Free plan is enough for this guide. Sign up at my.querystreams.com.

The Agent on any always-on computer

A small program that runs in the background and calls HubSpot when Excel asks. It just needs internet access.

Your HubSpot login

You will sign in to HubSpot once and allow read access. No passwords are typed into Query Streams.

Connect it in five steps

1. Create your account

   Go to my.querystreams.com and sign up. Pick the Free plan. It is a real plan, not a trial, and it covers connecting your HubSpot account and running queries from Excel.

2. Install the Agent on any always-on computer

   Sign in, open Download, and install the Agent on any always-on computer or server with internet access. It takes a minute and starts on its own from then on.

   Why a small program instead of a driver? The Agent is one install for Windows, Mac or Linux (about 85 MB on Windows, a little over 100 MB on Mac and Linux) that runs quietly in the background. It makes one outbound, encrypted connection to Query Streams, the same way a browser does, so you open no firewall port and set up no VPN. Your keys stay on that machine, and the rows travel to wherever you are, across the internet if need be. The only thing on your side is the add-in.

   The Download page shows Your Access Key. Paste it into the Agent when it asks, and wait for the badge to read Connected to Query Streams. That is the only thing you do on the Agent itself.

   Full walkthroughs if you want them: Windows, Mac, Linux.

3. Point it at your HubSpot account

   Back in your browser, open Data Agents (under Data in the top menu). Your Agent is listed there. Click Add connector, choose HubSpot, and fill in the details you gathered earlier:

   Connection name

   Any name you will recognise later, like Sales database.

   App Access Token

   A HubSpot Private App token (it starts with pat-), found under Settings, Integrations, Private Apps, your app, Auth tab.

   Click Test connection. When it reads Connected, click Save. The connection reaches your Agent within a few seconds.

   Open Data Agents

   Test failed? Usually an expired login or a missing permission. Sign in to HubSpot directly with the same account and check it can see the data.

4. Add Query Streams to Excel

   In Excel, go to Insert → Get Add-ins, search for Query Streams, and click Add. Or open it straight from Query Streams on Microsoft AppSource. A Query Streams button appears on the ribbon. Sign in with the same account.

   Works in Excel for Microsoft 365 on Windows and Mac, and in Excel on the web.

5. Pull in your first table

   Click the Query Streams button, choose Stream a Query, and pick the connection you just made.

   Type the query you want to run. This one pulls a few columns from a hubspot.deals table:

   Example · SQL

   SELECT dealname, dealstage, amount, closedate
   FROM hubspot.deals
   ORDER BY closedate DESC
   LIMIT 100;

   Under Destination Sheet choose Create a new sheet, then press the play button (the ▶ arrow). The rows land in Excel in a second or two. Press it again any time the data has changed and the sheet updates in place.

   Don’t know SQL? Build the query in the Query Streams portal instead. Query Builder shows your tables and columns so you can point and click. On Business plans you can also ask Nova in plain English (“show me customers in the USA”) and it writes the SQL for you. Save the query and it is one click away in the portal, and in the add-in’s Saved Queries list from Personal Core up.

Good next moves

• Save the query in the portal so you can run it again with one click, from Excel or Google Sheets.
• Add a filter such as a date range, so the same query can answer “this month” without editing.
• Share the results with a colleague. They see the rows, not your credentials.

Questions people ask

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