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 Workbook

    Creates a new workbook

    ActionWrite
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Supported triggers and actions

    • Contact IDRequired

    Action
    Write
    • Property IDRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
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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.
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Related categories

  • CRM (Customer Relationship Management)
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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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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