Can I filter quotes by value?

Yes, DryMerge allows you to filter sales quotes by their value, date, or any other property. Define your criteria, and DryMerge will manage the rest.

Can this be done using Airtable instead?

Yes, you can use Airtable instead of Microsoft Excel. Provide the necessary adjustments, and DryMerge will configure the automation accordingly.

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

Sales teams use this automation to keep an organized record of their sales quotes, enabling efficient follow-ups and performance assessment.

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HubSpot + Microsoft Excel

Capture HubSpot Sales Quotes in Microsoft Excel

Store sales quotes generated in HubSpot into a Microsoft Excel spreadsheet for organized record-keeping. This is useful for sales teams who need to keep track of their quotes for follow-ups and performance evaluation.

New Sales Quote

Triggers when a new sales quote is created in HubSpot.

Log Quote in Excel

Adds the quote details to your Excel sheet.

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

or pick a common variation below

Update HubSpot Deal Stages in Microsoft Excel

HubSpot + Microsoft Excel

Capture HubSpot Purchase Orders in Microsoft Excel

HubSpot + Microsoft Excel

Track HubSpot Deals 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 sales quotes in Microsoft Excel"

Capture HubSpot sales quotes 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.