Can I filter purchase orders by value or vendor?

Yes, DryMerge allows you to filter purchase orders by value, vendor, date, or other criteria. Define your filters, and DryMerge will manage the rest.

Can I use Google Sheets instead of Microsoft Excel for this?

Yes, you can use Google Sheets instead of Microsoft Excel. Describe the necessary modifications, and DryMerge will configure the automation accordingly.

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

Procurement teams use this automation to capture and manage purchase orders systematically, ensuring accurate tracking and efficient procurement processes.

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HubSpot + Microsoft Excel

Capture HubSpot Purchase Orders in Microsoft Excel

Automatically capture and log new purchase orders from HubSpot in a Microsoft Excel spreadsheet. Ideal for procurement teams who need to manage and track purchase orders efficiently.

New Purchase Order

Triggers when a new purchase order is created in HubSpot.

Log Order in Excel

Adds the order details to a Microsoft Excel spreadsheet.

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

or pick a common variation below

Capture HubSpot Sales Quotes in Microsoft Excel

HubSpot + Microsoft Excel

Record HubSpot Ticket Changes in Microsoft Excel

HubSpot + Microsoft Excel

Log HubSpot Leads in Microsoft Excel

HubSpot + Microsoft Excel

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Capture HubSpot purchase orders in Microsoft Excel"

Capture HubSpot purchase orders 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.