Microsoft Excel + Maximizer CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Microsoft Excel and Maximizer CRM.


Get started with workflows like: Create personal tasks in Maximizer from new rows in the Excel sheet. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Microsoft Excel + Maximizer CRM in Minutes

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

All Triggers & Actions

New Row

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

New Worksheet

Triggers when a new worksheet is added to a spreadsheet.

Polling Address Book Entry

Triggers when there's a new and/or updated address book entry.

Polling Case Entry

Triggers when there's a new and/or updated case entry.

Polling Note Entry

Triggers when there's a new and/or updated note entry.

New Row in Table

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

Updated Row

Triggers when a row is added or updated in a worksheet.

Polling Appointment Entry

Triggers when there's a new and/or updated appointment entry.

Polling Lead Entry

Triggers when there's a new and/or updated lead entry.

Polling Opportunity Entry

Triggers when there's a new and/or updated opportunity entry.

How Microsoft Excel + Maximizer CRM Integrations Work

  1. Step 1: Authenticate Microsoft Excel + Maximizer CRM.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Microsoft Excel + Maximizer CRM