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7 ways to automate spreadsheets

By Tyler Robertson · December 5, 2024

The first spreadsheet tool ever invented was such a compelling idea to the public that people often bought the computers it came installed on just to try it out. (And that was 1979, so computers weren't exactly a widespread thing.) 

Whether you hate them or love them, spreadsheets remain a cornerstone for most business operations. But manually moving information from your other apps to your spreadsheets doesn't allow you to scale your processes and increase the impact of your team and company's work. The solution? Connecting your spreadsheet tools to the rest of your tech stack. 

With just a few Zaps—our word for Zapier's automated workflows—you can automatically track new leads, streamline team communication, analyze information, and more. Here's how.

Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Add leads to a spreadsheet

Do you use advertising tools like LinkedIn or Facebook Ads to generate new leads? While you probably use a CRM to manage those leads directly, it's always a good idea to have a backup plan. 

Maybe you want a way to store lead data in case your other systems fail. Or maybe you need a way to analyze that information without bugging your sales team for access to their tools. 

Use these Zaps to automatically add incoming leads to a shared spreadsheet. That way, you can easily analyze and share data across teams, helping you improve the performance of your lead campaigns.

Add new Facebook Lead Ads leads to rows on Google Sheets

  • Facebook Lead Ads logo
  • Google Sheets logo
Facebook Lead Ads + Google Sheets
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    Spreadsheets make it easy to filter and sort through new prospects, but take time to build. Use this Facebook Lead Ads-Google Sheets integration to link your records directly to your ads so you can keep your mind on marketing. After being set up, every new ad lead on Facebook will trigger this Zap, automatically creating a new row on Google Sheets with all those valuable details for you. Learn more in our

    Create Google Sheets rows for new Google Ads leads

    • Google Ads logo
    • Google Sheets logo
    Google Ads + Google Sheets
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      If you're looking for an efficient way to keep your prospects organized, this integration can help! As soon as a new lead is generated in Google Ads, this Zap automatically adds their details to a row in a specified Google Sheets spreadsheet.

      Add new TikTok Lead Generations leads to Excel

      • TikTok Lead Generation logo
      • Microsoft Excel logo
      TikTok Lead Generation + Microsoft Excel
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        Once you set up this integration you will automatically get every lead from TikTok added to your Microsoft Excel sheet. No longer will you need to manually download your leads.

        Add new leads in LinkedIn Ads to Google Sheets rows

        • LinkedIn Ads logo
        • Google Sheets logo
        LinkedIn Ads + Google Sheets
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          Your time is best spent nurturing new prospects, not on data entry. Set up this integration to automatically save information submitted by new leads to your LinkedIn Lead Gen Form to a new row in a specified Google Sheets spreadsheet. Sort and filter through them at will, while saving time and effort!

          Use webhooks with your spreadsheets

          Zapier connects with thousands of apps, but depending on which app or workflow you need to achieve your goals, there might not be a Zapier integration that does exactly what you need. That's where webhooks come in.

          Webhooks allow you to collect data from or push data to an app. With these Zaps, you can use webhooks to send information to or from your spreadsheets. 

          Add info to a Google Sheet from new Webhook POST requests

          • Webhooks by Zapier logo
          • Google Sheets logo
          Webhooks by Zapier + Google Sheets
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            Keeping an updated record of key information means you never have to wonder if there are missing or forgotten items. Set up this integration, and Zapier can catch a webhook POST from any source you want, automatically adding the information to a new row on Google Sheets once you've chosen which items go into different columns during setup. From then on, you can be sure we'll catch everything while you're free to work on other tasks.

            Send webhooks when new rows are created in Google Sheets

            • Google Sheets logo
            • Webhooks by Zapier logo
            Google Sheets + Webhooks by Zapier
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              If you keep track of information on Google Sheets and want to send a webhook whenever a new row is added, Zapier can do that for you. Select a spreadsheet, and Zapier will automatically send a webhook whenever a new row is added.

              Create a spreadsheet row in Microsoft Excel from a webhook

              • Webhooks by Zapier logo
              • Microsoft Excel logo
              Webhooks by Zapier + Microsoft Excel
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                You know that important data is going to end up on a spreadsheet, so why not connect your webhooks to it in the first place? During set-up, this Zap will provide you with a custom webhook URL. Direct your webhook traffic to it and we'll do the rest, catching each payload and entering the data automatically on a new Excel row for you.

                POST new Excel rows to a webhook

                • Microsoft Excel logo
                • Webhooks by Zapier logo
                Microsoft Excel + Webhooks by Zapier
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                  Webhooks enable a huge variety of sources to receive data—and now that can come from Excel automatically as well. Set up this Zapier integration and we'll take care of the rest: For each new row you add on Excel, we'll make a POST to any webhook URL you need, passing the data along so your pipeline is never slowed down because of manual entry.

                  Create tasks from your spreadsheet 

                  Whether it's keeping yourself on track or organizing your team for the week, to-do lists are an essential part of getting things done. Using these Zaps, you can take advantage of the organizational power of spreadsheets, and turn rows into tasks in apps like Trello and Notion. Easily create cross-functional tasks for team members across your company or keep your day organized without the extra effort.

                  Create Trello cards from new rows on Google Sheets

                  • Google Sheets logo
                  • Trello logo
                  Google Sheets + Trello
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                    Trying to bulk create Trello cards? Or perhaps you have a Google Form that should create Trello cards.

                    Create Trello cards from new rows on Excel

                    • Microsoft Excel logo
                    • Trello logo
                    Microsoft Excel + Trello
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                      New data on your spreadsheet means there's work to do. Set up this integration and we'll help you tackle those new items as they come in. Whenever you add a row to your Excel spreadsheet, Zapier will automatically create a card on Trello, letting you track and tackle every item without wasting time copying information between the apps.

                      Add new Airtable records to Notion databases

                      • Airtable logo
                      • Notion logo
                      Airtable + Notion
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                        Activate this Zap to keep all of your database items updated across platforms, without needing any duplicate data entry. As soon as a record is generated in Airtable, this Zap automatically adds it as an item to your Notion database.

                        Add items to Notion databases from new rows in Google Sheets

                        • Google Sheets logo
                        • Notion logo
                        Google Sheets + Notion
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                          Keep projects and workflows up to date without having to leave your spreadsheet! This integration automatically creates an item in a specified database in Notion as soon as it’s added to a new row in a specified Google Sheets spreadsheet.

                          Visit the App Directory to learn more about the project management and task management tools available on the Zapier platform.

                          Keep your spreadsheets in sync

                          Do you love Google Sheets, but Marsha in Accounting insists on using Excel? End the spreadsheet debate once and for all by linking everything together with these Zaps.

                          You can also use Zapier to send information from one sheet to another, if you keep one sheet for personal or team use and then need to send specific information to a shared sheet for wider use.

                          Note: Two-way syncing between apps might result in a "Zap loop," check out this guide on how to avoid them.

                          Add new Airtable records in views to Google Sheets

                          • Airtable logo
                          • Google Sheets logo
                          Airtable + Google Sheets
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                            Create a back up for your database records with this Airtable to Google Sheets automation. Once set up, each time a new record is added to a selected view in Airtable, Zapier will automatically add a new row into your selected Google Sheets spreadsheet. Prevent losing data when you create copies, and use this integration as an easy way to export Airtable database info to a spreadsheet.

                            Add new Excel rows to Google Sheets

                            • Microsoft Excel logo
                            • Google Sheets logo
                            Microsoft Excel + Google Sheets
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                              Forget about copying information in and out of your spreadsheets by hand—let Zapier handle tedious tasks like that. This integration will happen whenever you add a new row to Excel, and will automatically copy the contents over to any Google Sheet you want, ensuring your data is everywhere it needs to be.

                              Add new Google Sheets rows to Microsoft Excel

                              • Google Sheets logo
                              • Microsoft Excel logo
                              Google Sheets + Microsoft Excel
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                                Whether you're migrating between apps or maintaining spreadsheets on both, this integration makes sure your Excel data always matches what's in Google Sheets. Once it's active, any new row you add to a Google Sheet spreadsheet will be automatically copied to an Excel spreadsheet as well, capturing every detail so you never have to worry about missing data.

                                Copy new rows between Excel spreadsheets

                                • Microsoft Excel logo
                                • Microsoft Excel logo
                                Microsoft Excel
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                                  Your spreadsheets don't exist in a vacuum, separate from each other. Use Zapier to connect them as needed with this integration. Set it up to automatically copy data between rows whenever you add a new row to an Excel spreadsheet. You'll never have to copy out that information again.

                                  Add form responses to a spreadsheet

                                  When you're collecting customer feedback, selling a product, or just trying to get everyone's lunch orders, using a form is a great way to make sure everyone gives you the information you need. But collecting information is usually just the first step.

                                  By connecting your form app to a spreadsheet, you can automatically create a backup of your form responses so your important data is never lost, easily share your form data with other teams or apps, and more. Use the following Zaps to send form responses to a spreadsheet automatically, so it can be sorted, organized, and acted on efficiently.

                                  Collect new Typeform responses as rows on Google Sheets

                                  • Typeform logo
                                  • Google Sheets logo
                                  Typeform + Google Sheets
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                                    Forms are great at capturing user information, but exporting their results takes time. Zapier can help you analyze those entries in a spreadsheet automatically with this integration. Once you set it up, it will catch every new entry you receive on a Typeform, saving the results to a new row on Google Sheets so you don't have to do it yourself.

                                    Create rows in Google Sheets for new Gravity Forms submissions

                                    • Gravity Forms logo
                                    • Google Sheets logo
                                    Gravity Forms + Google Sheets
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                                      Need to save your Gravity Forms submissions to a Google Sheets spreadsheet so you can easily share results with teammates and other collaborators outside of Gravity Forms? This Gravity Forms-Google Sheets integration makes it easy to do just that, automatically.

                                      Add new Jotform submissions to Excel spreadsheet rows

                                      • Jotform logo
                                      • Microsoft Excel logo
                                      Jotform + Microsoft Excel
                                      More details
                                        The days of exporting your form submissions by hand are over. Set up this integration and Zapier will do it for you from now on. Any new Jotform submission will automatically create a new row on an Excel spreadsheet with all the responses you want, ready to be sorted, calculated, and analyzed at your leisure.

                                        Send Webflow form data to Google Sheets

                                        • Webflow logo
                                        • Google Sheets logo
                                        Webflow + Google Sheets
                                        More details
                                          Have the need to catalog form submissions directly into a spreadsheet without having to export and import? With the help of Zapier, now you can. Once you set up this Webflow-Google Sheets integration, data from your Webflow forms will be added to your Google Sheet from that point forward.

                                          You now know how to create a backup of your form responses. But what if you want to perform an analysis of the data coming through before adding it to a spreadsheet? By adding AI tools (like ChatGPT) into the mix, you can automatically categorize and analyze each form response into predefined segments or topics. Here are a few Zap templates to get you started: 

                                          Analyze Delighted responses with ChatGPT and add to Google Sheets

                                          • Delighted logo
                                          • ChatGPT (OpenAI) logo
                                          • Google Sheets logo
                                          Delighted + ChatGPT (OpenAI) + Google Sheets
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                                            Stay attuned to your customers' sentiments by automating the analysis of feedback from Delighted. With the integration of ChatGPT's sentiment analysis, you can effortlessly categorize feedback as positive, negative, or neutral. Subsequently, neatly organize these insights in a Google Sheets spreadsheet for easy review and trend analysis.

                                            Categorize Typeform responses with ChatGPT

                                            • Typeform logo
                                            • ChatGPT (OpenAI) logo
                                            • Google Sheets logo
                                            Typeform + ChatGPT (OpenAI) + Google Sheets
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                                              Automate the process of categorizing and archiving responses from Typeform. With ChatGPT's text classification, each entry can be swiftly categorized into predefined segments or topics. These classified entries are then systematically stored in a Google Sheets spreadsheet, ensuring organized data storage and easy access for future analysis.

                                              Get notifications from your spreadsheets

                                              One major benefit to collaborative office platforms like OneDrive or Google Suite is that you can collaborate on spreadsheets and documents with your team. If you need to know when changes happen or if it's important to share updates with others at—or outside—your company, adding custom notifications with Zapier helps you keep an eye on what's happening without sitting in the file all day. 

                                              Whether you want to send emails or receive team notifications in your favorite team chat app, these Zaps keep you posted on new and updated rows, so you're never out of the loop. 

                                              Send emails via Gmail when Google Sheets rows are updated

                                              • Google Sheets logo
                                              • Gmail logo
                                              Google Sheets + Gmail
                                              More details
                                                This integration makes it easy to trigger an email via Gmail for updates in a Google Spreadsheet. You can trigger an email based on any update or specific updates to a certain column. Get step-by-step directions in our

                                                Send emails for updated Google Sheets rows

                                                • Google Sheets logo
                                                • Email by Zapier logo
                                                Google Sheets + Email by Zapier
                                                More details
                                                  Need to monitor a specific spreadsheet? Use this automation to get notifications every time your Google Sheets spreadsheet is updated. Set it up, and each time a row is updated in a selected Google Sheets spreadsheet, Zapier will send an email message. Never miss an update when you use this integration.

                                                  Send Slack messages whenever Google Sheets rows are updated

                                                  • Google Sheets logo
                                                  • Slack logo
                                                  Google Sheets + Slack
                                                  More details
                                                    If you use Google Sheets to collaborate with your team on spreadsheets, it can be tough to keep track of every change your coworkers make. This Zap makes it simple: it sends you a new Slack message whenever a Google Sheets spreadsheet row is updated.

                                                    Get email notifications for new Airtable base records

                                                    • Airtable logo
                                                    • Email by Zapier logo
                                                    Airtable + Email by Zapier
                                                    More details
                                                      Some of your Airtable bases are very sensitive, and you

                                                      The above workflows also work the other way around, too. Do you need to extract key information from incoming emails and attachments? Instead of manually checking your emails and sending that information to a spreadsheet, you can use AI tools to do the heavy lifting for you. These Zaps will monitor your emails, then parse key information or run numbers for you before delivering them to a spreadsheet.

                                                      Extract data from new attachments in Gmail emails with Eden AI and add to Google Sheets rows

                                                      • Gmail logo
                                                      • Eden AI logo
                                                      • Google Sheets logo
                                                      Gmail + Eden AI + Google Sheets
                                                      More details
                                                        This Zap allows you to trigger Eden AI to automatically extract structured information from each new attachment that comes into your Gmail inbox. Then the data will be added in a new row in a specified Google Sheets spreadsheet, capturing your important details effortlessly.

                                                        Track email information in Google Sheets with Hugging Face

                                                        • Gmail logo
                                                        • Hugging Face logo
                                                        • Google Sheets logo
                                                        Gmail + Hugging Face + Google Sheets
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                                                          Automatically classify incoming emails in Gmail with Hugging Face. Use this Zap to create a new spreadsheet row in Google Sheets to track specific information from your emails.

                                                          Extract key information from labeled emails and use ChatGPT to categorize important information and add to a Google Sheet

                                                          • Gmail logo
                                                          • Google Sheets logo
                                                          Gmail + ChatGPT (OpenAI) + Formatter by Zapier + 1 more
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                                                            Want to better keep track of certain emails? Whenever you label an email (like from your credit card company), you can ask ChatGPT to extract key information (like amount, vendors, etc) and categorize it and add it to a Google Sheet so you can keep track of expenses and more.

                                                            Power your sales and marketing efforts

                                                            Your spreadsheet should be more than just a repository for data—it can be a central hub that powers your sales and marketing efforts. But manually moving information between your spreadsheets, CRM, and marketing tools can slow you down. That's where automation comes in.

                                                            With Zapier, you can seamlessly connect your CRM and marketing apps to Google Sheets or Excel, ensuring your data flows where it needs to go. Whether you want to add leads to a CRM, create subscribers in your email newsletters and beyond, these Zaps have you covered:

                                                            Add subscribers to Mailchimp for new Google Sheets rows

                                                            • Google Sheets logo
                                                            • Mailchimp logo
                                                            Google Sheets + Mailchimp
                                                            More details
                                                              After you set up this integration, Zapier will automatically add new subscribers to your Mailchimp list when they get added to a new row in a spreadsheet.

                                                              Add new ClickFunnels Classic contacts to Google Sheets

                                                              • ClickFunnels Classic logo
                                                              • Google Sheets logo
                                                              ClickFunnels Classic + Google Sheets
                                                              More details
                                                                You might need to share new contacts created in ClickFunnels Classic with other people, or you might have a different metric to track. This Zapier integration makes it easy to add new ClickFunnels Classic contact data to Google Sheets. You can transfer as much contact data as you need, and you can easily see your new ClickFunnels Classic contacts in Google Sheets.

                                                                Create Pipedrive deals from new Excel rows

                                                                • Microsoft Excel logo
                                                                • Pipedrive logo
                                                                Microsoft Excel + Pipedrive
                                                                More details
                                                                  Having deal information in a spreadsheet is a great start, but you'll need it on your CRM to really get started. Let Zapier put everything together the moment the information comes in: Set up this integration and, whenever you add a new row on Excel, we'll automatically add a deal on Pipedrive with the information. Here's to a speedy close!

                                                                  Add new ActiveCampaign subscribers added to lists to Google Sheets rows

                                                                  • ActiveCampaign logo
                                                                  • Google Sheets logo
                                                                  ActiveCampaign + Google Sheets
                                                                  More details
                                                                    Backups are invaluable when there's data loss, and spreadsheets make flexible repositories. Let this ActiveCampaign-Google Sheets integration take care of all your contacts' safe-keeping from behind the scenes. Triggered with every new subscriber you add to ActiveCampaign, it will automatically send all of that data to Google Sheets, adding a new row for each one.

                                                                    Easy spreadsheet automation

                                                                    Spreadsheets are powerful tools that help you organize and analyze information. Add automation (and AI) to make it easier to collect the data that matters for your business and keep you and your team informed about changes.

                                                                    This article was originally published in March 2021, written by Tyler Robertson. It was most recently updated in December 2024 by Elena Alston.

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                                                                    A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'