Can I filter referrals by source or type?

Yes, DryMerge allows you to filter customer referrals by source, type, or any other criteria. Define your filters, and DryMerge will take care of the rest.

Can I use Airtable instead of Microsoft Excel for this?

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

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

Referral program managers use this automation to track and manage customer referrals, ensuring they have a well-organized record for analysis and follow-up.

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HubSpot + Microsoft Excel

Record HubSpot Customer Referrals in Microsoft Excel

Capture and log customer referrals received through HubSpot in a Microsoft Excel spreadsheet. This is perfect for referral program managers who need an organized way to track and manage incoming referrals.

New Customer Referral

Triggers when a new customer referral is logged in HubSpot.

Add Referral to Sheet

Logs the customer referral details in Excel.

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

or pick a common variation below

Log HubSpot Customer Feedback in Microsoft Excel

HubSpot + Microsoft Excel

Capture HubSpot Purchase Orders in Microsoft Excel

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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, "Record HubSpot customer referrals in Microsoft Excel"

Record HubSpot customer referrals 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.