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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.

    TriggerPolling
  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
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • Worksheet IDRequired

    • RangeRequired

    • Apply To

    Action
    Write
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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.
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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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  • Spreadsheets

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Related Zap Templates

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

Related Zap Templates

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