Skip to content
Loading

Customer.io + Microsoft Excel

Create or update persons in Customer.io from new rows in Microsoft Excel

Streamline your data handling tasks utilizing this efficient process between Microsoft Excel and Customer.io. Each time you insert a new row in your Excel spreadsheet, the workflow ensures a respective person in Customer.io is either created or updated— keeping your contact list up-to-date without the need for manual data transfer. Experience increased operational efficiency and accuracy, giving you more time to focus on your core business activities. This workflow offers a valuable solution to manage and maintain customer data effectively.

Streamline your data handling tasks utilizing this efficient process between Microsoft Excel and Customer.io. Each time you insert a new row in your Excel spreadsheet, the workflow ensures a respective person in Customer.io is either created or updated— keeping your contact list up-to-date without the need for manual data transfer. Experience increased operational efficiency and accuracy, giving you more time to focus on your core business activities. This workflow offers a valuable solution to manage and maintain customer data effectively.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    Customer.ioCustomer.io
    Create or Update a Person

    Creates a new person. If the person already exists, it will be updated.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
customerio logo
customerio logo

About Customer.io

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.
Learn moreHelp

Related categories

  • Marketing Automation

Similar apps

ActiveCampaign integrationsActiveCampaign integrations

ActiveCampaign

Marketing Automation
Drip integrationsDrip integrations

Drip

Drip Emails
ConvertKit integrationsConvertKit integrations

ConvertKit

Drip Emails
excel logo
excel logo

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.
Help

Related categories

Similar apps

OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
Quip integrationsQuip integrations

Quip

Documents

Related Zap Templates

  • Update persons in Customer.io from updated rows in Microsoft Excel

Related Zap Templates