Apollo + Microsoft Excel

Create tasks in Apollo from new rows in Microsoft Excel

Easily manage tasks and enhance productivity with this seamless integration between Microsoft Excel and Apollo. Whenever a new row is added in your Excel spreadsheet, a corresponding task is instantly created on Apollo. This set-up ensures that important details captured in your worksheets are translated into actionable items in Apollo, providing an effortless solution to task management without manual data transfer.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Task
Creates a Task.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
Try It
New Contact
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Email AddressRequired
- Address
- Website Url
Action
Write
- NoteRequired
- Contacts IDsRequired
- PriorityRequired
- TypeRequired
- Due DateRequired
- Assigned ToRequired
Action
Write
- Contact IDRequired
- Last Name
- First Name
- Email
- Title
- Organization Name
- Account id
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- email AddressRequired
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
Account Updated
Triggers when an existing Account is updated.
Trigger
Instant
Try It
New Account
Triggers when a new Account is created.
Trigger
Instant
Try It
- NameRequired
- Domain
- Phone Number
- Raw Address
Action
Write
- nameRequired
- amountRequired
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account IDRequired
- Name
- Domain
- Phone Number
- Address
Action
Write
- Opportunity IdRequired
- name
- amount
- Opportunity Stage Id
- closed date
- account_id
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Address
- Website Url
Action
Search or write

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Learn more

Related categories

Sales & CRM

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.

Learn more