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How Zapier works

Zapier makes it easy to integrate Microsoft Excel with Zoom - no code necessary. See how you can get setup in minutes.

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Microsoft Excel
Microsoft Excel logo
Microsoft Excel
1. Choose trigger event
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Zoom
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Zoom
2. Choose action
Microsoft Excel logo
1. Select the event
Setup
Test
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Microsoft Excel
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Create Meeting" in Zoom.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Zoom, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Microsoft Excel + Zoom integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Zoom

How can I automate tasks between Microsoft Excel and Zoom?

You can automate tasks between Microsoft Excel and Zoom using Zapier by setting up 'Zaps'. These Zaps allow you to create workflows that automatically transfer information between the two platforms. You can set triggers, such as 'New Spreadsheet Row' in Excel, to initiate actions like 'Create Meeting' in Zoom.

Can I use triggers in Microsoft Excel to create Zoom meetings automatically?

Yes, you can set triggers in Microsoft Excel that initiate the creation of Zoom meetings. For instance, when a new row is added or a cell reaches a certain value, our integration enables automatic scheduling of a meeting on Zoom.

What kind of information can be transferred from Excel to Zoom?

Information such as participant details, meeting topics, dates, and times can be captured from your Excel Sheets and used to set up or update meetings in Zoom.

Are there any specific actions available for integration with Zoom?

Yes, our integration offers several specific actions for Zoom such as creating or updating meetings, registering participants for webinars, and updating webinar details directly from Microsoft Excel data.

Is it possible to update existing meetings on Zoom from an Excel Sheet?

Absolutely. Once you've set up the integration with the appropriate triggers and actions, any updates made to your spreadsheet rows can reflect changes in your existing Zoom meetings automatically.

Do I need technical expertise to integrate Microsoft Excel with Zoom?

No technical expertise is required. Our integration platform provides an easy-to-use interface where you can select predefined templates or customize your own workflow with simple drag-and-drop features.

What should I do if my automated task between Excel and Zoom doesn't run as expected?

First, ensure all details in the trigger event match correctly with what's required for the action step. Double-check access permissions for both applications. If issues persist, our support team is available to help troubleshoot any problems you're facing.

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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.

triggers, actions, or triggers and actions
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Title
      Required
    • Column Headers
    • Zap_step_id
    Action
    Write

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Zoom on the Zapier blog

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excel logo
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 Zoom
Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
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