Can I filter engagements by campaign?

Yes, DryMerge allows you to filter engagements by campaign, channel, or other criteria. Define your filters, and DryMerge will take care of the rest.

Can this be done with Airtable instead of Microsoft Excel?

Yes, you can accomplish this with Airtable instead of Microsoft Excel. Just describe the required changes, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Marketing teams use this automation to archive and analyze their marketing engagement data, helping them refine strategies and improve outcomes effectively.

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HubSpot + Microsoft Excel

Archive HubSpot Marketing Engagements in Microsoft Excel

Keep a detailed archive of your HubSpot marketing engagements in a Microsoft Excel spreadsheet. Ideal for marketing teams needing to analyze the effectiveness of their engagement strategies over time.

New Marketing Engagement

Triggers when a new marketing engagement is recorded in HubSpot.

Archive Engagement Data

Adds the new engagement details to an Excel spreadsheet.

See more HubSpot to Microsoft Excel integrations or use AI to customize your automation.

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive HubSpot marketing engagements in Microsoft Excel"

Archive HubSpot marketing engagements in Microsoft Excel

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Microsoft Excel.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Microsoft Excel

Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.