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  • Microsoft Excel logoMicrosoft Excel logo
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  • Microsoft Outlook logoMicrosoft Outlook logo
  • Microsoft Excel logoMicrosoft Excel logo

CRMdata + Microsoft Outlook + Microsoft Excel

CRMdata + Microsoft Outlook + Microsoft Excel

Add Microsoft Excel rows and send Microsoft Outlook emails for new CRMdata companies

When a new company is added in CRMdata, a corresponding Microsoft Excel row will be added. In addition, a welcome message will be sent via Microsoft Outlook.

  1. When this happens...
     logo
     logo
  2. automatically do this...
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
  3. then do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
Start free with email
Start free with email
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More things you can do with these apps

Discover other triggers and actions you can use with CRMdata, Microsoft Excel, and more

  • CRMdata triggers, actions, and search
    Deal Won

    Triggers when a deal is moved to a won stage in CRMdata Tycho (or created in one).

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    New Contact

    Triggers when a contact person is added to a company in CRMdata Tycho.

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    New Task

    Triggers when a task is created in CRMdata Tycho.

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    • Company Name
      Required
    • Organization Number
    • Phone
    • Email
    • Website
    • Street Address
    • Postal Code
    • City
    Action
    Write
  • CRMdata triggers, actions, and search
    New Company

    Triggers when a company is saved in CRMdata Tycho (from Prospecting, by hand or through the API). Companies added with the Excel import in CRMdata Tycho do not trigger it.

    Trigger
    Instant
    Try It
  • CRMdata triggers, actions, and search
    New Deal

    Triggers when a deal is added to a pipeline in CRMdata Tycho.

    Trigger
    Instant
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  • CRMdata triggers, actions, and search
    Task Completed

    Triggers when a task is marked as done in CRMdata Tycho.

    Trigger
    Instant
    Try It
    • Company
      Required
    • Full Name
    • First Name
    • Last Name
    • Title
    • Email
    • Phone
    • Mobile
    • LinkedIn URL
    • Notes
    Action
    Write
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About CRMdata
CRMdata is an easy to use CRM system pre-loaded with business data, allowing you to easily prospect and keep track of your sales processes.
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microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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Gmail integrationsGmail integrations
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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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