ClickFunnels + Microsoft Excel Integrations
How to connect ClickFunnels + Microsoft Excel
Zapier lets you send info between ClickFunnels and Microsoft Excel automatically—no code required.
Triggers when Contact activity record is created.
Adds a new row to the end of a worksheet.
Popular ClickFunnels + Microsoft Excel workflows
Add Microsoft Excel rows for new contact activities in ClickFunnels
Add Microsoft Excel rows for new contact activities in ClickFunnels
New Contact ActivityTriggers when Contact activity record is created.Trigger- New Failed PurchaseTriggers when a failed Purchase is made in a Funnel.Trigger
- New Successful PurchaseTriggers when a successful Purchase is made in a Funnel.Trigger
- Add Email to ListAdd a Contact Profile Email to a List.Action
- Add Tag to EmailAdd a Tag to a Contact Profile by Email.Action
- Create Contact OptinCreates a new opt-in for an email.Action
- Create Contact ProfileCreate or update a Contact Profile for an email.Action
- Remove Email From ListRemove a Contact Profile Email from List.Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Finds or creates a specific find contact profile.
Scheduled
Action
- Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
- Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
- Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
- Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
- Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
- Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action
How ClickFunnels + Microsoft Excel Integrations Work
- Step 1: Authenticate ClickFunnels + 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.
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