Why Data Tapir?
CRM data in Excel for decision making and analysis.
Visualize Your Data Your Way
Excel provides the tools business and sales executives need to analyze deal data stored in Hubspot CRM, and to deliver it in the charts and graphs that make the most sense for their business.
A Full View of the Business
Use Excel to join data from other sources with your analysis of CRM data to get a complete picture of how the business is performing.
Update CRM data from Excel
Make changes to CRM data in Excel and synchronize those updates back to Hubspot.
Install from the Office Store
Visit Office Store
Use the link at the top of this page to visit data tapir on the Microsoft Office store. You can watch a short overview video and simply click "Add". The Add-In is free during our beta period and will always be free for up to 200 deals.
Click the "Data" tab and you'll see our "Deals" item available on the menu. When you click on deals, you'll be prompted to login to Hubspot CRM. Once you login, you'll have your live Deals in Excel.
Feel free to reach out for help at email@example.com, and review our blog for tips on using Excel with Hubspot CRM data.
Recent posts on Hubspot, Salesforce, Analytics, and Excel
We’re excited to release a new feature for our private beta users. You can now sync your contacts from Hubspot to Excel and make updates to Contact data in Excel. Please email us about joining the beta at firstname.lastname@example.org if you’d like access to this feature. Here’s a quick video overview of how the contact[…]
We continue to prioritize the new features our users request and are in the process of rolling out filters. Filters allow you to limit the data returned based on your selections. We anticipate expanding filters over the coming weeks. As of right now, this is in production for our beta premium customers, so if this[…]
A short video focused on pipeline analysis in Excel. We walk through how you can use dynamic calculations and filters on your Data Tapir table to do analysis of your business and look at key metrics for each of your sales reps.
Here’s another short video which demonstrates creating summary sales metrics from Hubspot Deals data in Excel. In this example, we explore using formulas to sum and count deals data based on criteria like “won” or “current month”.
Here’s a new video that shows how to create a sales dashboard with Hubspot CRM data in Excel. The video highlights the use of native Excel features including Pivot tables combined with Data Tapir to pull and refresh data from Hubspot CRM. If you’ve like a copy of the dashboard, just let us know.
We’re excited to release a new feature that allows you to refresh Excel tables. Check out the video below to see how you can easily refresh a table in Excel as your data in Hubspot changes.
A great start to the new year for Data Tapir. We are excited to share that the Data Tapir add-in is now available in the Microsoft Office store. You can get to the add in from Excel or via the web at – Data Tapir Add In.
Today is an exciting development for the Data Tapir team. We’re releasing our new free version with significant enhancements. Data Tapir can now be used on Windows, Excel Online, Mac, and iPad. You can find the install directions here. In our upcoming releases we’ll be offering a premium version with access to a broader data[…]
One of the great challenges with Hubspot CRM is getting consistent usage across the team. In order to have an effective management tool, you need a 100% complete picture of the pipeline. This means it must both have all active deals logged as well as realistic amounts and the best currently understood close dates. The[…]
One question we get from users is “Can we run the reports from our iPhone?” The interesting thing is that quite a few people do not realize how robust the mobile Excel app is today on both iPhones and iPads. This native app is free, and gets great reviews. Check out this review from Macworld[…]