Create or update Infusionsoft contacts from new rows on Excel

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
Create or update Infusionsoft contacts from new rows on Excel
Excel integration logo

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 integration logo

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

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