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Elevated CRM + Microsoft Excel

Create Microsoft Excel rows from new Elevated CRM contacts

With this integration, every time you create a new contact in Elevated CRM, that contact's data will be added as a new row in a chosen Microsoft Excel spreadsheet.

With this integration, every time you create a new contact in Elevated CRM, that contact's data will be added as a new row in a chosen Microsoft Excel spreadsheet.

  1. When this happens...
    Elevated CRMElevated CRM
    Contact Created

    Triggers when a contact is created in Elevated Network.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Elevated CRM triggers, actions, and search

    Contact Created

    Triggers when a contact is created in Elevated Network.

    Trigger
    Instant
    Try It
    • Email To Search ByRequired

    • IdRequired

    • Photo Url

    • Contact Group Name

    • First Name

    • Middle Name

    • Last Name

    • Name Prefix

    • Name Suffix

    • Job Title

    • Department

    • Company

    • Industry

    • Contact Type

    • Salutation

    • Note

    • Is A Lead

    • Lead Source

    • Lead Referral

    • Lead Type

    • Lead Priority

    • Lead Status

    • Custom 1

    • Custom 2

    • Custom 3

    • Custom 4

    • Custom 5

    • Custom 6

    • Custom 7

    • Custom 8

    • Custom 9

    • Custom 10

    • Line 1

    • Line 2

    • City

    • State

    • Postal Code

    • Country

    • Line 1

    • Line 2

    • City

    • State

    • Postal Code

    • Country

    • Line 1

    • Line 2

    • City

    • State

    • Postal Code

    • Country

    • Personal

    • Work

    • Other

    • Home

    • Work

    • Mobile

    • Other

    • Birthday

    • Anniversary

    • Purchase Anniversary

    • Sold Date

    • Other

    • Skype

    • Live

    • iCloud

    • Other

    • Spouse

    • Partner

    • Other

    • Parent

    • Son

    • Daughter

    • Brother

    • Sister

    • Sibling

    • Buyer Agent

    • Listing Agent

    • Escrow Office

    • Appraiser

    • Inspector

    • Facebook

    • Twitter

    • Instagram

    • LInked In

    • You Tube

    • Zillow

    • Houzz

    • Other

    • Personal

    • Work

    • Other

    Action
    Write
    • Email To Search ByRequired

    Action
    Write
    • Id To Search ByRequired

    Action
    Write
    • Phone To Search ByRequired

    • IdRequired

    • Photo Url

    • Contact Group Name

    • First Name

    • Middle Name

    • Last Name

    • Name Prefix

    • Name Suffix

    • Job Title

    • Department

    • Company

    • Industry

    • Contact Type

    • Salutation

    • Note

    • Is A Lead

    • Lead Source

    • Lead Referral

    • Lead Type

    • Lead Priority

    • Lead Status

    • Custom 1

    • Custom 2

    • Custom 3

    • Custom 4

    • Custom 5

    • Custom 6

    • Custom 7

    • Custom 8

    • Custom 9

    • Custom 10

    • Line 1

    • Line 2

    • City

    • State

    • Postal Code

    • Country

    • Line 1

    • Line 2

    • City

    • State

    • Postal Code

    • Country

    • Line 1

    • Line 2

    • City

    • State

    • Postal Code

    • Country

    • Personal

    • Work

    • Other

    • Home

    • Work

    • Mobile

    • Other

    • Birthday

    • Anniversary

    • Purchase Anniversary

    • Sold Date

    • Other

    • Skype

    • Live

    • iCloud

    • Other

    • Spouse

    • Partner

    • Other

    • Parent

    • Son

    • Daughter

    • Brother

    • Sister

    • Sibling

    • Buyer Agent

    • Listing Agent

    • Escrow Office

    • Appraiser

    • Inspector

    • Facebook

    • Twitter

    • Instagram

    • Linked In

    • You Tube

    • Zillow

    • Houzz

    • Other

    • Personal

    • Work

    • Other

    Action
    Write
    • Phone To Search ByRequired

    Action
    Write
    • Id To Search ByRequired

    • Photo Url

    • Contact Group Name

    • First Name

    • Middle Name

    • Last Name

    • Name Prefix

    • Name Suffix

    • Job Title

    • Department

    • Company

    • Industry

    • Contact Type

    • Salutation

    • Note

    • Lead Source

    • Lead Referral

    • Lead Type

    • Lead Priority

    • Lead Status

    • Custom 1

    • Custom 2

    • Custom 3

    • Custom 4

    • Custom 5

    • Custom 6

    • Custom 7

    • Custom 8

    • Custom 9

    • Custom 10

    • Line 1

    • Line 2

    • City

    • State

    • Postal Code

    • Country

    • Line 1

    • Line 2

    • City

    • State

    • Postal Code

    • Country

    • Line 1

    • Line 2

    • City

    • State

    • Postal Code

    • Country

    • Personal

    • Work

    • Other

    • Home

    • Work

    • Mobile

    • Other

    • Birthday

    • Anniversary

    • Purchase Anniversary

    • Sold Date

    • Other

    • Skype

    • Live

    • iCloud

    • Other

    • Spouse

    • Partner

    • Other

    • Parent

    • Son

    • Daughter

    • Brother

    • Sister

    • Sibling

    • Buyer Agent

    • Listing Agent

    • Escrow Office

    • Appraiser

    • Inspector

    • Facebook

    • Twitter

    • Instagram

    • Linked In

    • You Tube

    • Zillow

    • Houzz

    • Other

    • Personal

    • Work

    • Other

    Action
    Write
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About Elevated CRM

Elevated CRM is a contact management tool that manages your contacts presence on the internet.

Related categories

  • Contact 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.
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