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HubSpot CRM
Microsoft 365 Excel

Add a won HubSpot CRM deal to Microsoft 365 Excel with a calculated sales commission

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Whenever a HubSpot CRM deal is closed (the deal changes its deal stage to a value of your choice), Make will create a new row in a Microsoft 365 Excel worksheet with the deal's details and calculated sales commission.

Your Microsoft 365 Excel worksheet has to contain headers (at least 6 to see the template's default settings).

Categories
Spreadsheets
CRM

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