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ClickFunnels + Microsoft Excel

Add new ClickFunnels contacts to Microsoft Excel rows when identified

Keep track of your identified contacts from ClickFunnels efficiently with this workflow. Once a contact is identified in ClickFunnels, a new row will be instantly added in your Microsoft Excel sheet, providing a streamlined way to manage your contacts. Keep your data organized and up-to-date without the manual work, allowing you to focus more on nurturing relationships with your contacts.

Keep track of your identified contacts from ClickFunnels efficiently with this workflow. Once a contact is identified in ClickFunnels, a new row will be instantly added in your Microsoft Excel sheet, providing a streamlined way to manage your contacts. Keep your data organized and up-to-date without the manual work, allowing you to focus more on nurturing relationships with your contacts.

  1. When this happens...
    ClickFunnelsClickFunnels
    Contact Identified

    Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Course IDRequired

    Trigger
    Instant
    Try It
  • ClickFunnels triggers, actions, and search

    Contact Identified

    Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.

    Trigger
    Instant
    Try It
  • ClickFunnels triggers, actions, and search

    One-Time Order Paid

    Triggers when a customer pays a one-time order.

    Trigger
    Instant
    Try It
    • Contact IDRequired

    • Tag IDRequired

    Action
    Write
    • Course IDRequired

    Trigger
    Instant
    Try It
    • Course IDRequired

    Trigger
    Instant
    Try It
  • ClickFunnels triggers, actions, and search

    Subscription Invoice Paid

    Triggers when a Subscription Invoice is paid.

    Trigger
    Instant
    Try It
    • Contact IDRequired

    • DataRequired

    Action
    Write
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About ClickFunnels

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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.

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