Create Applications from Spreadsheet Calculations on HubSpot
Companies use Excel spreadsheets to build applications to handle various business calculations. Sales quoting, ROI calculators, product configurators, rules engines are only few of those applications. With our HubSpot integration, you can build an interface to run these applications directly inside HubSpot. You can map inputs and outputs to existing HubSpot fields or create new ones. While all user interface and data fields stays on HubSpot, backend spreadsheet calculations are handled by SpreadsheetWeb. This means you need a HubSpot account and a SpreadsheetWeb account. If you are just evaluating, you can signup for a free 14-day SpreadsheetWeb trial account here. Let’s get started:
1. Install SpreadsheetWeb Applications from HubSpot App Marketplace
Simply login to your HubSpot account. Go to App Marketplace and search for “SpreadsheetWeb Applications”. Press Connect app button to start the process.
This will take you to the following page. Press Connect SpreadsheetWeb to HubSpot button.
Click Grant Access when prompted by HubSpot. Select the HubSpot Account you want to connect. Then click Connect app when prompted by HubSpot. This will complete the installation process. Once verified, press Go to HubSpot to go back to your HubSpot account.
2. Upload your Excel File to SpreadsheetWeb
Let’s assume we have complex Excel file to calculate shipping costs for a specialized equipment delivery. Sales people need to run this Excel file to calculate shipping cost and add it to their quotes. They enter Origination ZIP, Destination ZIP, and Weight. It calculates the shipping cost through various calculations built into the Excel file. Instead of running these calculations in Excel, we want this application available inside HubSpot. We also want Destination ZIP to come directly from a contact’s postal code in HubSpot.
First, upload this Excel file to your SpreadsheetWeb account. Let’s assume you signed up for a trial account. Login to your trial account and press Create Application button. Drag and drop the Excel file and press Next:
Select Access API on the next screen:
Copy API Endpoint and Application Key. You will need them later.
3. Create your HubSpot Application
Go back to your HubSpot account. Go to Contacts page and select one of the contacts. Find SpreadsheetWeb on the right menu. Click Actions and select Applications.
This will load Applications list. Press Add New Application button to create your first application. Enter the name for your application. Then copy and paste the API Endpoint and Application Key fields from Step 2. This is how the application will match your HubSpot application to the Excel file running on SpreadsheetWeb.
Next step is to add inputs and output and map them to the Excel file. Press Add New Input and enter a name as HubSpot Name. This is the name that will appear in your application. Enter the cell name from Excel file as SperadsheetWeb Name. If there no name defined for that cell, you can also enter the cell reference i.e. Input!B2. But make sure the cells match the Excel file. If you want to store this data in HubSpot database select checkbox Add to database.
Next we will add Destination ZIP. But we want this to come from existing contact data in HubSpot. Press Add Existing Input button. Select Postal Code from the list as HubSpot Name. This will map this input to the selected contact’s zip code information. Then enter SpreadsheetWeb Name as destinationZIP or its cell reference Input!B3. Do the same thing for the third input Weight.
Once you are done entering inputs, press Add New Output button. Enter a HubSpot Name. As SpreadsheetWeb name, make sure to enter that formula cell’s name i.e. cost, or its cell reference Input!B7. You can select Add to database to store this field in HubSpot database. Finally, press Save to save the application.
Congratulation! You have just created your first application.
3. Run your HubSpot Application
Now that you’ve created your first application, next step is to run it. Go back to your contact page and press Create under SpreadsheetWeb.
This will load the application selection page. Select Shipping Calculator and your new application will load. Enter a record name to represent this particular analysis to differentiate multiple quotes you may generate for the same contact. Enter Origination Zip and Weight inputs. Note that Postal Code comes directly from this contact’s address. Then press Calculate. This will send all inputs to SpreadsheetWeb and return the calculated cost to be populated in Shipping Cost box. You can change inputs and press Calculate to rerun the calculations as many times as you want. When done press the Save button to save this information.
The saved data is available under SpreadsheetWeb menu as seen below. You can delete this card through Actions menu. You can also edit it by loading the same application page above.