ActiveCampaign + Microsoft Excel
Create rows in Microsoft Excel for new ActiveCampaign deal notes
Effortlessly keep track of new deal notes in ActiveCampaign by adding them as rows in your Microsoft Excel spreadsheet. With this automation, every time a new deal note is created in ActiveCampaign, it will be added to a designated Excel sheet instantly. Stay organized and up-to-date without having to manually transfer data between the two platforms.
Effortlessly keep track of new deal notes in ActiveCampaign by adding them as rows in your Microsoft Excel spreadsheet. With this automation, every time a new deal note is created in ActiveCampaign, it will be added to a designated Excel sheet instantly. Stay organized and up-to-date without having to manually transfer data between the two platforms.
- When this happens...New Deal Note
Triggers when a new deal note is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It
