Excel
When this happens...
ExcelNew Row
Then do this...
Infusionsoft by KeapCreate/Update Contact

You contact information may originally be gathered on a spreadsheet, but it's also needed elsewhere, like your CRM. Bringing it over doesn't have to be a chore: Set up this integration and Zapier will do it for your automatically. From then on, every time you add a new row on an Excel spreadsheet, we'll check Infusionsoft for a matching contact, updating them with any new details, and, if none is found, we'll create a whole new contact for you.

Note: This integration will only work with an Excel spreadsheet on OneDrive for Business

How this Excel-Infusionsoft integration works

  1. A new row is added to an Excel spreadsheet
  2. Zapier automation updates an Infusionsoft contact or creates a new one

Apps involved

  • Excel
  • Infusionsoft

Why Zapier?

Free

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Secure

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It's easy to connect Excel + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

Add Row

Adds a new row to the end of a worksheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Update Row

Updates a row in a specific worksheet.

New Contact

Triggers when you add a new contact.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Contact Action

Triggers when you add a new action for a contact (task, note, or appointment).

Tag Existing Contact

Applies a tag to an existing contact.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

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Become a Zapier Integration Partner

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.

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft by Keap Integrations