Connect Bitrix24 CRM and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Bitrix24 CRM to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bitrix24 CRM 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 "Company Trigger" from Bitrix24 CRM.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Bitrix24 CRM 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.
- EventRequired
Try ItTriggerInstant- EventRequired
Try ItTriggerInstant- EventRequired
Try ItTriggerInstant- Task Trigger (Add)
Fires when a new task is added.
Try ItTriggerInstant
- EventRequired
Try ItTriggerInstant- EventRequired
Try ItTriggerInstant- EventRequired
- Entity Type IdRequired
Try ItTriggerInstant- Task Trigger (Delete)
Fires when a task is deleted.
Try ItTriggerInstant
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Connect Bitrix24 CRM and Microsoft Excel to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Bitrix24 CRM + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bitrix24 CRM and Microsoft Excel
How can I integrate Bitrix24 CRM with Microsoft Excel through your platform?
You can integrate Bitrix24 CRM with Microsoft Excel using our platform by setting up automated workflows, known as 'zaps'. You begin by selecting Bitrix24 and Excel as your chosen apps and then determining triggers and subsequent actions. For example, a new contact added in Bitrix24 could automatically populate a row in an Excel spreadsheet.
What kinds of triggers and actions are available between Bitrix24 CRM and Microsoft Excel?
Our integration allows you to set triggers such as 'New Contact' or 'New Deal' in Bitrix24 CRM, which can prompt actions like 'Add Row' or 'Update Row' in an Excel spreadsheet. This helps maintain accurate records across both platforms effortlessly.
Do I need any coding skills to set up the integration between Bitrix24 CRM and Microsoft Excel?
No coding skills are necessary to set up the integration. Our intuitive interface lets you drag-and-drop the actions and triggers you need. This way, automating workflows between Bitrix24 CRM and Microsoft Excel is straightforward for everyone.
Can updates on Microsoft Excel trigger changes in Bitrix24 CRM?
While updates in Microsoft Excel cannot directly trigger changes back into Bitrix24 through our platform due to limitations, new entries or changes from Bitrix24 can update your spreadsheets. However, you may manually manage reciprocal changes if needed.
What type of data can be transferred from Bitrix24 CRM to Microsoft Excel via integration?
The integration supports various data types such as contacts, deal information, task details, invoice data, among others from Bitrix24 to be organized into an Excel spreadsheet format suited for your analysis and reporting needs.
Is it possible to filter data before exporting from Bitrix24 CRM to an Excel sheet?
Yes, you can apply filters within our platform to specify which records should trigger action events. For example, only deals above a certain size or contacts from specific regions could be included when exporting data from Bitrix24 to an Excel sheet.
How often does the data sync occur between Bitrix24 CRM and Microsoft Excel when using your service?
Data sync timing depends on how you configure the zap settings. You could opt for near real-time syncing whenever a specified trigger occurs in Bitrix24 CRM or schedule periodic updates at intervals that suit your workflow requirements.
