Create or update Infusionsoft contacts from new rows on Excel
When this happensStep 1: New Row
Then do thisStep 2: Create/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
- A new row is added to an Excel spreadsheet
- Zapier automation updates an Infusionsoft contact or creates a new one