ClickFunnels + Microsoft Excel Integrations

How to connect ClickFunnels + Microsoft Excel

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Add Microsoft Excel rows for new contact activities in ClickFunnels
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ClickFunnels + Microsoft Excel
Add rows to Microsoft Excel for new successful purchases in ClickFunnels
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ClickFunnels + Microsoft Excel
Track new failed purchases in ClickFunnels by adding rows to Microsoft Excel
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ClickFunnels + Microsoft Excel
Add rows to Microsoft Excel for new contact activities in ClickFunnels
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ClickFunnels + Microsoft Excel
Log new failed purchases in ClickFunnels to a Microsoft Excel spreadsheet
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ClickFunnels + Microsoft Excel
Remove emails from ClickFunnels list when new rows are added to Microsoft Excel
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Microsoft Excel + ClickFunnels

Create ClickFunnels contact profiles from new Microsoft Excel table rows
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Microsoft Excel + ClickFunnels

Add Microsoft Excel rows for new contact activities in ClickFunnels

ClickFunnels + Microsoft Excel

Add rows to Microsoft Excel for new successful purchases in ClickFunnels

ClickFunnels + Microsoft Excel

Track new failed purchases in ClickFunnels by adding rows to Microsoft Excel

ClickFunnels + Microsoft Excel

Add rows to Microsoft Excel for new contact activities in ClickFunnels

ClickFunnels + Microsoft Excel

Log new failed purchases in ClickFunnels to a Microsoft Excel spreadsheet

ClickFunnels + Microsoft Excel

Remove emails from ClickFunnels list when new rows are added to Microsoft Excel

Microsoft Excel + ClickFunnels

Create ClickFunnels contact profiles from new Microsoft Excel table rows

Microsoft Excel + ClickFunnels

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Supported triggers and actions

What does this mean?

- Funnel
  Which Funnel should we watch for new Contacts?
- Funnel Step
  Which Funnel Step should we watch for new Contacts?
Trigger
Instant
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- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
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- TagRequired
  Tag string to add to contact profile.
- EmailRequired
  Email of contact profile to receive tag.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Write
- TagRequired
  Tag to Add to Contact Profile.
- EmailRequired
  Email Address of Contact Profile that should receive tag.
Action
Write

- EmailRequired
  Exact email search.
Action
Search
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
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- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- SpreadsheetRequired
Trigger
Scheduled
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- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- TitleRequired
- Column Headers
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search

- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
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- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- FunnelRequired
  Which Funnel Should we Opt Contact into?
- Funnel StepRequired
  Which Funnel Step is this contact going into?
- PageRequired
  The page associated with the opt-in.
- EmailRequired
  The email of the opt-in.
Action
Write
- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- Api Docs Info
  API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Search or write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
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- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
  Trigger on changes to cells in this column only.
Trigger
Scheduled
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- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  We will only update columns you provide, leaving all others untouched.
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search or write

How ClickFunnels + Microsoft Excel Integrations Work

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

Connect ClickFunnels + Microsoft Excel

About ClickFunnels

Create beautiful landing pages and complete marketing funnels.

Related categories

Marketing Automation

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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.

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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Other ClickFunnels + Microsoft Excel Integrations

Other ClickFunnels + Microsoft Excel Integrations