Skip to content
Loading

Customer.io + Microsoft Excel

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

Keep your customer records up-to-date with this intelligent automation. When changes occur to a row in your Microsoft Excel, this workflow immediately reflects the updates by creating or modifying a Person in your Customer.io system. No need for manual data entry or checking for inconsistencies. Just seamless updates, ensuring accuracy in your customer information.

Keep your customer records up-to-date with this intelligent automation. When changes occur to a row in your Microsoft Excel, this workflow immediately reflects the updates by creating or modifying a Person in your Customer.io system. No need for manual data entry or checking for inconsistencies. Just seamless updates, ensuring accuracy in your customer information.

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

    Triggers when a row is added or updated in a worksheet.

    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

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

Related Zap Templates