Close + Microsoft Excel
Close + Microsoft Excel
Close + Microsoft Excel integrations
Create leads in Close from updated rows in Microsoft Excel
Boost your sales strategy and keep your lead management efficient with this seamless system. Whenever a row is updated in your Microsoft Excel spreadsheet, a lead is rapidly created in your Close app in response to these changes. This streamlined automation ensures that you're always up-to-date and prepared to seize every sales opportunity that comes your way.
- When this happens...
Updated RowTriggers when a row is added or updated in a worksheet.TriggerPolling - automatically do this!
Create LeadCreates a New LeadActionWrite
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More things you can do with Microsoft Excel and Close
Discover other triggers and actions you can use with Microsoft Excel and Close
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Column IndexRequired
- Apply To
- Header Preservation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- TitleRequired
- Column Headers
- Zap_step_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field(s) Required to Trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Direction
- Template ID
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Limitations
- Lead Smart View
- (deprecated) Search Query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Unsubscribed EmailTriggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source Lead IDRequired
- Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Done EmailRequired
- TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
- Smart View or (deprecated) Search QueryRequired
- Workflow ID
- Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- ContactRequired
- Assigned ToRequired
- TextRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Custom Activity TypeRequired
- Created By User
- StatusRequired
- Pinned
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Contact
- StatusRequired
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Email Thread ID
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Text TypeRequired
- Title
- Pinned
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report breakdownRequired
- PipelineRequired
- Report typeRequired
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- WorkflowRequired
- Send emails from
- Assign calls to
- Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Contact ID
- Date Created
- StatusRequired
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template
- SourceRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned To
- LeadRequired
- Contact
- Date
- TextRequired
- Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Object IDRequired
- Custom Object TypeRequired
- Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note IDRequired
- Title
- Pinned
- Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubscriptionRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Assigned To
- Contact
- Text
- Date
- Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workflow
- Contact ID
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead IDRequired
- Or Search by Note ID
- Text TypeRequired
- Title
- Pinned
- Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- LeadRequired
- Contact
- Date
- TextRequired
- Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
- Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- New NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- No_match_copy
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- Old Status ID
- Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Statuses
- Require these fields to be filled in
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Workflow
- ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Completed?
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MetricsRequired
- Date RangeRequired
- Users
- Groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Export TypeRequired
- FormatRequired
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- QueryRequired
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report TypeRequired
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group(s) to Select From
- Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phone NumberRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Activity IDRequired
- Custom Activity TypeRequired
- Status
- Pinned
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Company Name
- Description
- Url
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Smart View IDRequired
- Name
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_text
- User ID
- From Email Or Domain
- From Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead ID
- Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group Name
- Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Opportunity Contact ID
- Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- LeadRequired
- Search by Custom Activity ID
- Custom Activity TypeRequired
- Created By User
- StatusRequired
- Pinned
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Contact ID
- Or Search by Opportunity ID
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead IDRequired
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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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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