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Customer.io + Microsoft Excel

Customer.io + Microsoft Excel

Customer.io + Microsoft Excel integrations

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.

  1. When this happens...
    Updated Row
    Updated Row
    Updated RowTriggers when a row is added or updated in a worksheet.
  2. automatically do this!
    Create or Update a Person
    Create or Update a Person
    Create or Update a PersonCreates a new person. If the person already exists, it will be updated.
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More things you can do with Microsoft Excel and Customer.io

Discover other triggers and actions you can use with Microsoft Excel and Customer.io

    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet ID
      Required
    • Range
      Required
    • 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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