Connect clieent.com and Microsoft Excel to unlock the power of automation

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Quickly connect clieent.com to Microsoft Excel with a Zapier template.

Our most popular template

Create opportunities in clieent.com from new rows in Microsoft Excel
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Microsoft Excel + clieent.com
Create new stakeholders in clieent.com from new rows in Microsoft Excel table
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Microsoft Excel + clieent.com

Create opportunities in clieent.com from new rows in Microsoft Excel

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Microsoft Excel + clieent.com

Create new stakeholders in clieent.com from new rows in Microsoft Excel table

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Microsoft Excel + clieent.com

How Zapier works

Zapier makes it easy to integrate clieent.com with Microsoft Excel - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Fetch All Reminders" from clieent.com.

Add your action

An action happens after the trigger—such as "Add Row" in Microsoft Excel.

You’re connected!

Zapier seamlessly connects clieent.com and Microsoft Excel, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your clieent.com to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect clieent.com 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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.

Fetch All Reminders
That triggers works whenever you have new Reminder registered on your clieent.com account.
Trigger
Polling
Try It
- Type
  Required
- Name
  Required
- Mobile Phone
- E-mail
- Flow Step to create the oppotunity card
  Required
- LinkedIn Profile URL
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Fetch All Stakeholder
That triggers works whenever you have new Stakeholder registered on your clieent.com account.
Trigger
Polling
Try It
- Flow Step to create the oppotunity card
  Required
- Opportunity Name (Lead name)
  Required
- E-mail
- Opportunity Whatsapp number
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Opportunity Name (Lead name)
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

Learn how to automate Microsoft Excel on the Zapier blog

About clieent.com

clieent.com is a powerful crm that helps you grow your business

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 moreLearn moreHelpHelp

Related categories

Microsoft Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Connect clieent.com and Microsoft Excel to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create opportunities in clieent.com from new rows in Microsoft Excel

Create new stakeholders in clieent.com from new rows in Microsoft Excel table

Create opportunities in clieent.com from new rows in Microsoft Excel

Create new stakeholders in clieent.com from new rows in Microsoft Excel table

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Connect clieent.com and Microsoft Excel to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Connect clieent.com to Microsoft Excel on the world's largest no-code automation platform