Refound your company for the AI era at ZapConnect 2026. Save your spot β
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.
- When this happens...
- automatically do this...Add RowAdds a new row to the end of a worksheet.
- then do this!Send EmailSend an email from your Outlook account.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with these apps
Discover other triggers and actions you can use with CRMdata, Microsoft Excel, and more
- Deal Won
Triggers when a deal is moved to a won stage in CRMdata Tycho (or created in one).
Try ItTriggerInstant - New Contact
Triggers when a contact person is added to a company in CRMdata Tycho.
Try ItTriggerInstant - New Task
Triggers when a task is created in CRMdata Tycho.
Try ItTriggerInstant - Company NameRequired
- Organization Number
- Phone
- Email
- Website
- Street Address
- Postal Code
- City
ActionWrite
- 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.
Try ItTriggerInstant - New Deal
Triggers when a deal is added to a pipeline in CRMdata Tycho.
Try ItTriggerInstant - Task Completed
Triggers when a task is marked as done in CRMdata Tycho.
Try ItTriggerInstant - CompanyRequired
- Full Name
- First Name
- Last Name
- Title
- Email
- Phone
- Mobile
- LinkedIn URL
- Notes
ActionWrite
Related categories
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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.
Related categories










