Connect Microsoft Excel and ZoomInfo to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Excel to ZoomInfo with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with ZoomInfo - 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 "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Enrich Company" in ZoomInfo.
You’re connected!
Zapier seamlessly connects Microsoft Excel and ZoomInfo, automating your workflow.
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.
- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
ActionWrite
- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- TitleRequired
- Column Headers
- Zap_step_id
ActionWrite
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Connect Microsoft Excel and ZoomInfo 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.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Excel on the Zapier blog
Learn how to automate ZoomInfo on the Zapier blog
Frequently Asked Questions about Microsoft Excel + ZoomInfo 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 ZoomInfo
What is the first step in integrating Microsoft Excel with ZoomInfo?
The first step in integrating Microsoft Excel with ZoomInfo is to set up both accounts and authenticate them through our platform, ensuring they have the necessary permissions. You will need to configure a connection, often referred to as a 'Zap,' that acts within our system between Excel and ZoomInfo.
Can I automate data updates from ZoomInfo into Microsoft Excel?
Yes, you can automate data updates from ZoomInfo into Microsoft Excel. By creating an automated workflow within our platform, you can set triggers such as new or updated contact information in ZoomInfo that automatically update designated fields in your Excel spreadsheet.
What types of triggers can I use for the integration between Microsoft Excel and ZoomInfo?
In an integration between Microsoft Excel and ZoomInfo, you can use triggers like 'New Contact Added' or 'Contact Updated' in ZoomInfo. These trigger automatic actions within your linked Excel sheet.
How do I handle errors during the data transfer between Excel and ZoomInfo?
During a data transfer error between Excel and ZoomInfo, check that all fields are correctly matched and formatted according to each app’s requirements. Our platform's task history feature allows you to replay tasks after fixing any issues.
Is it possible to customize data fields when importing from ZoomInfo to Excel?
Yes, you can customize which data fields are imported from ZoomInfo into Excel by mapping the desired columns through our selection tools during setup. This allows tailored information flow according to your need.
Can I perform actions based on specific criteria using this integration?
Certainly! You can set conditions or filters based on specified criteria in our platform so that only certain types of contact changes initiate actions between ZoomInfo and Microsoft Excel, enhancing efficiency.
How do I ensure my data remains secure during integration?
Data security is paramount. We employ encrypted connections between apps like Microsoft Excel and ZoomInfo for all integrations for security measures, ensuring that all transferred information remains protected throughout the process.
