Connecting third-party services like customer relationship management (CRM) platforms, payment systems, or messaging tools to your web applications typically involves using their API, and this means that you need to have some coding knowledge or hire someone to do this for you.
We began making integrations with third-party services easier for our users with the introduction of Connectors. Connectors have been allowing integration with popular third-party services from the SpreadsheetWeb-side, meaning that you can run calculations in your SpreadsheetWeb applications and send the results to other services.
With this version, we took third-party integrations one step further, and added embedded support for a couple of popular CRM platforms: SpreadsheetWeb is now available on the HubSpot and Pipedrive marketplaces!
HubSpot and Pipedrive are commonly used sales and marketing platforms that make the customer acquisition and managing customer relationships easier for businesses. You can create contacts, deals, and much more to find and track leads.
With the addition of SpreadsheetWeb integration into both platforms, you can update information in your Contacts, Companies, or Deals using your Excel-based applications. Use your complex calculators, rating engines, and other applications directly inside your favorite CRM platforms with zero coding.
All you need to do is to create a Web Service application in your SpreadsheetWeb account (called Access API in Trial), copy the key and identifier into HubSpot or Pipedrive, and then select the inputs and outputs you would like to use. Application settings will be saved under your HubSpot or Pipedrive account and you will be able to select the same application-inputs-outputs template to run the same calculations again easily.
The setup process is very easy and takes only a few minutes. Please see our help pages for HubSpot and Pipedrive for more information about the installation steps. You can then start using the same calculations from inside a contact’s board and do things like calculating shipping costs for their ZIP code.
In addition to several bug fixes and performance improvements in this version, we are also planning to add support for other popular CRM platforms in the future. For a full list of changes and new features, please see the change log.