Connect Conversional to Microsoft Excel and automate any workflow

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Microsoft ExcelMicrosoft Excel
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

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

Select a trigger from Conversional

A trigger is an event that starts your Zap and runs the workflow. For example, with Conversional, a trigger could be "New Billing."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Conversional to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

Connect Conversional 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.
An illustration representing how to automate lead management with Zapier.

Connect Conversional and Microsoft Excel to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

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.

Automate Microsoft Excel: get inspired on the Zapier blog

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About Conversional
Lead generation and conversion from your website
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  • Ads & Conversion
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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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