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Microsoft Excel + Insightly

Add new Insightly records to Microsoft Excel table rows instantly

Keep your Microsoft Excel spreadsheet continuously updated with new contacts from Insightly. With this workflow, each new record in Insightly will be instantly transformed into a new row in the specific Excel table. No more manual data entry—maintaining accurate and immediate records has never been so effortless and efficient. This automation ensures that your contact information remains organized and accessible whenever needed.

Keep your Microsoft Excel spreadsheet continuously updated with new contacts from Insightly. With this workflow, each new record in Insightly will be instantly transformed into a new row in the specific Excel table. No more manual data entry—maintaining accurate and immediate records has never been so effortless and efficient. This automation ensures that your contact information remains organized and accessible whenever needed.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
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About Microsoft Excel

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.
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Related categories

  • Microsoft
  • Spreadsheets

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About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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