Microsoft Excel + Keap

Add new Keap contacts to Microsoft Excel rows seamlessly

Looking to keep your Excel records up-to-date with recent contacts from Keap? This workflow makes it quicker by adding each new contact in Keap as a row in your chosen Microsoft Excel spreadsheet. Embrace the simplicity of this automation to manage your contacts better and spend more time on what truly matters.

Looking to keep your Excel records up-to-date with recent contacts from Keap? This workflow makes it quicker by adding each new contact in Keap as a row in your chosen Microsoft Excel spreadsheet. Embrace the simplicity of this automation to manage your contacts better and spend more time on what truly matters.

  1. When this happens...
    KeapKeap
    New Contact

    Triggers when a new contact is created.

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

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

  • Keap triggers, actions, and search

    New Affiliate

    For Ulimate users, triggers when a new affiliate is added.

    Trigger
    Polling
    Try It
    • Company events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Invoice events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Opportunity events this trigger will listen to:Required

    • RandomRequired

    Trigger
    Instant
    Try It
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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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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keap logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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