Connect CB Insights and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect CB Insights to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate CB Insights with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Get Business Relationships" from CB Insights.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects CB Insights and Microsoft Excel, automating your workflow.
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Connect CB Insights and Microsoft Excel to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Organization IDRequired
- Limit
Try ItTriggerPolling- Organization IDs
- Organization name
- Organization URL
- Keyword
- Minimum last funding date
- Maximum last funding date
- Last Funding Round Categories
- Organization Status
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Country IDs
- Region IDs
- State IDs
- City IDs
Try ItTriggerPolling- Organization name
- Organization URL
ActionSearch- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling
- Organization IDs
- Funding Round Category IDs
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Region IDs
- Country IDs
- State IDs
- City IDs
- Investor Organization IDs
- Minimum Deal Date
- Maximum Deal Date
- Limit
Try ItTriggerPolling- Organization IDs
ActionSearch- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
Try ItTriggerPolling
