Microsoft Excel + Keap

Create or update Keap contacts from new rows in your Microsoft Excel table

When a new row is added in your Microsoft Excel table, streamline the process with this workflow that instantly creates or updates a contact in Keap. This way, you're saving time on manual data entry and ensuring information is efficiently managed in your customer relationship management tool. Stay organized without the extra effort and keep your contacts up-to-date.

When a new row is added in your Microsoft Excel table, streamline the process with this workflow that instantly creates or updates a contact in Keap. This way, you're saving time on manual data entry and ensuring information is efficiently managed in your customer relationship management tool. Stay organized without the extra effort and keep your contacts up-to-date.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row in Table

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

    TriggerPolling
  2. automatically do this!
    KeapKeap
    Create or Update Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • Worksheet IDRequired

    • RangeRequired

    • Apply To

    Action
    Write
excel logo
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 Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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  • CRM (Customer Relationship Management)

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