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Act! + Microsoft Excel Integrations

How to connect Act! + Microsoft Excel

Zapier lets you send info between Act! and Microsoft Excel automatically—no code required.

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Supported triggers and actions

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How Act! + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Act! and Microsoft Excel.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Microsoft Excel Tutorials

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About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
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Related categories

  • CRM (Customer Relationship Management)
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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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