Microsoft Excel + ForceManager + Filter by Zapier

Add rows to a Microsoft Excel table for new matched activity filters in ForceManager CRM

Effortlessly manage your sales activities with this convenient workflow that links ForceManager CRM and Microsoft Excel. When a new activity aligns with your selected filter in ForceManager CRM, this automation promptly inserts a row into the designated table within your Excel file. Stay in control of your sales process and guarantee that all essential data is readily available in a single centralized location.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Add Row to Table
Adds a new row to the end of a specific table.
ActionWrite

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Supported triggers and actions

What does this mean?

Sales Order Updated
Triggers when a sales order is updated.
Trigger
Instant
Try It
Calendar Item Updated
Triggers when a calendar item is updated.
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Order
Triggers when a new sales order is created.
Trigger
Instant
Try It

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
- ListRequired
- Description in SpanishRequired
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write

- Account IDRequired
- Name
- Branch
- Owners
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- NameRequired
- BranchRequired
- OwnersRequired
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Task or EventRequired
- ContactRequired
- SubjectRequired
- OwnerRequired
- Start DateRequired
- End DateRequired
- Start HourRequired
- End HourRequired
- BranchRequired
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Activity Type
- Completed
Action
Write
- ReferenceRequired
- OwnerRequired
- Sales ProbabilityRequired
- BranchRequired
- StatusRequired
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- Contact
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address Line 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Calendar Item IDRequired
- Task or Event
- Contact
- Subject
- Owner
- Start Date
- End Date
- Start Hour
- End Hour
- Branch
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Activity Type
- Completed
Action
Write
- Opportunity ID
- Reference
- Owner
- Sales Probability
- Branch
- Status
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- ListRequired
- Field NameRequired
- Field ValueRequired
Action
Search
- Help
Action
Search
- Help
Action
Search
- Help
Action
Search
- Field NameRequired
- Field ValueRequired
Action
Search
- Email or PhoneRequired
Action
Search
- External IDRequired
Action
Search
- Field NameRequired
- Field ValueRequired
Action
Search
- ListRequired
- Field NameRequired
- Field ValueRequired
- Description in SpanishRequired
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Search or write
- Field NameRequired
- Field ValueRequired
- NameRequired
- BranchRequired
- OwnersRequired
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Email or PhoneRequired
- First NameRequired
- Last NameRequired
- AccountRequired
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- External IDRequired
- First NameRequired
- Last NameRequired
- AccountRequired
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- Field NameRequired
- Field ValueRequired
- ReferenceRequired
- OwnerRequired
- Sales ProbabilityRequired
- BranchRequired
- StatusRequired
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write
- Only continue if...Required
Action
Filter
- 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
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

Activity Updated
Triggers when an activity is updated.
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Calendar Item
Triggers when a new calendar item is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated.
Trigger
Instant
Try It
- StatusRequired
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- ReferenceRequired
- Number
- Sales Forecast Date
- Owner
- Total
- Year
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- AccountRequired
- TypeRequired
- OwnerRequired
- DateRequired
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read-only
- External ID
Action
Write
- First NameRequired
- Last NameRequired
- AccountRequired
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account
- Name
- Branch
- Owners
- Type
- Segment
- Status
- Account Value Added Tax identification number
- Public
- Read-only Account
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Activity IDRequired
- Account
- Type
- Owner
- Date
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
- External ID
Action
Write
- ListRequired
- Entity IDRequired
- Description in Spanish
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write
- Sales Order IDRequired
- Status
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- ReferenceRequired
- Number
- Sales Forecast Date
- Sales Rep Id
- Total
- Year
Action
Write
- User IDRequired
Action
Search
- Help
Action
Search
- Help
Action
Search
- Name, Email or PhoneRequired
Action
Search
- External IDRequired
Action
Search
- Field NameRequired
- Field ValueRequired
Action
Search
- Opportunity NameRequired
Action
Search
- Opportunity External IdRequired
Action
Search
- Name, Email or PhoneRequired
- NameRequired
- BranchRequired
- OwnersRequired
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- External IDRequired
- NameRequired
- BranchRequired
- OwnersRequired
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Field NameRequired
- Field ValueRequired
- First NameRequired
- Last NameRequired
- AccountRequired
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- ReferenceRequired
- OwnerRequired
- Sales ProbabilityRequired
- BranchRequired
- StatusRequired
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write
- Opportunity External IdRequired
- ReferenceRequired
- OwnerRequired
- Sales ProbabilityRequired
- BranchRequired
- StatusRequired
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write
- 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
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

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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Related categories

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Google Sheets

Google, Spreadsheets

OneDrive

File Management & Storage, Microsoft

About ForceManager

ForceManager is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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PRODUCTS

CAPABILITIES

By team

Microsoft Excel + ForceManager + Filter by Zapier

Add rows to a Microsoft Excel table for new matched activity filters in ForceManager CRM

Sales Order Updated

Calendar Item Updated

New Activity

New Contact

New Sales Order

Contact Updated

Create Entity

Description in SpanishRequired

Description in Brasilian Portuguese

Description in German

Description in Dutch

Description in English

Description in French

Description in Italian

Description in Portuguese

Description in Russian

Description in American English

External ID

ID Parent

Order

Str ID Environment

Update Account

Account IDRequired

Name

Branch

Owners

Type

Segment

Status

Vat Number

Public

Read Only

Comments

Phone

Phone 2

Phone 3

Fax

Email

Website

Address 1

Address 2

City

Post Code

Region

Country

Geocoded

Geocoding Accuracy

Latitude

Longitude

Permission Level

External ID

Create Account

NameRequired

BranchRequired

OwnersRequired

Type

Segment

Status

Vat Number

Public

Read Only

Comments

Phone Number 1

Phone Number 2

Phone Number 3

Fax

Email

Website

Address 1

Address 2

City

Post Code

Country

Geocoded

Geocoding Accuracy