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Microsoft Excel + Intercom

Create or update Intercom leads from new Microsoft Excel worksheets

Effortlessly maintain your Intercom leads when a new worksheet is created in Microsoft Excel using this workflow. Once set up, this process will seamlessly create or update a lead in Intercom whenever you add a new worksheet in Excel, ensuring your customer data remains current and well-organized. Save time and stay on top of your leads with this efficient solution.

Effortlessly maintain your Intercom leads when a new worksheet is created in Microsoft Excel using this workflow. Once set up, this process will seamlessly create or update a lead in Intercom whenever you add a new worksheet in Excel, ensuring your customer data remains current and well-organized. Save time and stay on top of your leads with this efficient solution.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    IntercomIntercom
    Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
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excel logo

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 Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

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