Try it

Create or update Infusionsoft contacts from new rows on Excel

  1. When this happensStep 1: New Row

  2. 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

  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
Try it

Connect Microsoft Excel + Infusionsoft by Keap in Minutes

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

All Triggers & Actions