When this happens...
ExcelNew Row
Then do this...
InfusionsoftCreate/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
Premium
Infusionsoft is a Premium integration on Zapier.

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

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

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

Excel
Update Row

Updates a row in a specific worksheet.

Excel
Updated Row

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

Excel
Add Row

Adds a new row to the end of a worksheet.

Infusionsoft
Tag Added to Contact

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

Infusionsoft
Create/Update Contact

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

Infusionsoft
New Opportunity

Triggers when you add a new opportunity.

Infusionsoft
Tag Existing Contact

Applies a tag to an existing contact.

Infusionsoft
New Subscription

Triggers when a contact subscribes to plan.

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