EasyBroker + Microsoft Excel

Create spreadsheets in Microsoft Excel from new contact requests in EasyBroker

Manage your contacts and keep your spreadsheets updated effortlessly. With this workflow, once you have a new contact request in EasyBroker, a new spreadsheet will be created in Microsoft Excel. This ensures that all your important contact information is well-organized and always at your fingertips, making it easier for you to streamline your processes and save time.

Manage your contacts and keep your spreadsheets updated effortlessly. With this workflow, once you have a new contact request in EasyBroker, a new spreadsheet will be created in Microsoft Excel. This ensures that all your important contact information is well-organized and always at your fingertips, making it easier for you to streamline your processes and save time.

  1. When this happens...
    EasyBrokerEasyBroker
    New Contact Request

    Triggers when a new contact request is created.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Spreadsheet

    Creates a new spreadsheet

    ActionWrite
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Supported triggers and actions

  • EasyBroker triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • NameRequired

    • Phone Number

    • Email

    • Property ID

    • MessageRequired

    • SourceRequired

    Action
    Write
    • Happened After

    • Happened Before

    • Property ID

    • Page

    • Limit

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
  • EasyBroker triggers, actions, and search

    New Contact Request

    Triggers when a new contact request is created.

    Trigger
    Polling
    Try It
    • Contact IDRequired

    Action
    Write
    • Property IDRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
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About EasyBroker

The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn more

Related categories

  • CRM (Customer Relationship Management)
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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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