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Simple CRM logoSimple CRM logo

Microsoft Excel + Simple CRM

Microsoft Excel + Simple CRM

Microsoft Excel + Simple CRM integrations

Create Simple CRM companies, contacts, and interactions with new Microsoft Excel rows

Tired of copying and pasting data from Excel to Simple CRM ? This Zapier integration can help. Set it up to automatically create a new Simple CRM contact, company and interaction each time a row is added to a specified Excel spreadsheet.

  1. When this happens...
    New Row
    New Row
    New RowTriggers when a new row is added to a worksheet in a spreadsheet.
  2. automatically do this...
    Create Contact
    Create Contact
    Create ContactCreates a contact
  3. then do this...
    Create Company
    Create Company
    Create CompanyCreates a Company
  4. then do this!
    Create Interaction
    Create Interaction
    Create InteractionCreates an interaction
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More things you can do with Microsoft Excel and Simple CRM

Discover other triggers and actions you can use with Microsoft Excel and Simple CRM

    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet ID
      Required
    • Range
      Required
    • Apply To
    Action
    Write
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About Simple CRM
Simple CRM is a team collaboration tool to unite company data in one place
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