Connect Apollo and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Apollo to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Apollo with Microsoft Excel - 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 "Account Updated" from Apollo.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Apollo and Microsoft Excel, 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.
- Account Updated
Triggers when an existing Account is updated.
Try ItTriggerInstant - New Account
Triggers when a new Account is created.
Try ItTriggerInstant - NameRequired
- Domain
- Phone Number
- Raw Address
ActionWrite- nameRequired
- amountRequired
- Owner ID
- Opportunity Stage Id
- Closed Date
ActionWrite
- Contact Updated
Triggers when an existing Contact is updated.
Try ItTriggerInstant - New ContactTry ItTriggerInstant
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Email AddressRequired
- Address
- Website Url
ActionWrite- NoteRequired
- Contacts IDsRequired
- PriorityRequired
- TypeRequired
- Due DateRequired
- Assigned ToRequired
ActionWrite
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Practical ways you can use Apollo and Microsoft Excel
Log new accounts into Excel for tracking.
Managing new business relationships can be streamlined. When you create a new account in Apollo, Zapier logs it into Microsoft Excel in a designated worksheet, keeping all account details consolidated and easy to analyze for decision-making purposes.
Business OwnerTrack new contact additions for hiring pipelines.
Stay ahead in your recruitment processes. When a new contact is created in Apollo, Zapier appends it to an Excel spreadsheet, allowing you to track candidates seamlessly and ensure accurate records are maintained for recruiting pipelines.
HR & Recruiting OpsSync updated contact details to Excel.
Keeping track of up-to-date contact details in sales records is crucial. Zapier automates this by recording updates made to contacts in Apollo directly to Microsoft Excel, eliminating any manual data entry and ensuring your spreadsheet reflects the latest information in near real-time.
Sales OpsLearn how to automate Apollo on the Zapier blog
Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Apollo + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Apollo and Microsoft Excel
Can I automatically update my Excel sheet when new data is added in Apollo?
Yes, using our triggers, you can set up a process where any new data added in Apollo will automatically be reflected in your Microsoft Excel sheet.
Is it possible to create a new lead in Apollo from an Excel row?
Absolutely, with our actions, you can create workflows that will add a new lead to Apollo whenever a row is added or updated in your Excel sheet.
What triggers can I set for integrating Apollo and Excel?
You can set triggers such as 'New Contact Activity', 'New Email Open', or 'New Data Record' in Apollo. These triggers allow automatic updates and actions to be carried out on your Microsoft Excel worksheets.
Do I need programming skills to integrate Apollo with Microsoft Excel?
No programming skills are necessary. Our platform provides an intuitive interface that allows you to create integrations between Apollo and Microsoft Excel without any coding.
What actions can be performed on an Excel sheet using data from Apollo?
You can perform several actions such as adding rows, updating existing rows, or even creating complex pivot tables all driven by data changes and updates from Apollo.
How do I handle errors during the integration process between Apollo and Excel?
Our platform provides detailed logs and notifications for any errors encountered during the integration process so you can quickly identify and resolve them.
Are there specific formulas supported when integrating with Microsoft Excel?
While our integration focuses more on handling data inputs to your sheets, advanced users may utilize formulas within their cells post-integration based on the input data provided by the workflows created from Apollo.
