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

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).

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

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Action
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Action
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Adds a new table.

Action
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Add a Table Column

Adds a new table column.

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Adds a new table row.

Action
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Adds a new worksheet to a workbook.

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Adds a new worksheet row.

Action
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Creates a company with the given properties and returns a copy of the object, including the ID.

Action
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Creates a contact with the given properties and returns a copy of the object, including the ID.

Action

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