When this happens...
ExcelNew Row
Then do this...
MaximizerCreate Personal Task

Is there a controller in your organization that continues to use spreadsheets to prioritize tasks? With Zapier, now you can have that task get created within your CRM. Never be surprised again, and take control of your day: This automation will trigger with every new row added to Excel after being set up, adding a new personal task on Maximizer for every one.

Note: This Zapier integration doesn't import existing rows into Maximizer CRM, only new rows after you've set it up.

How this Excel-Maximizer integration works

  1. Add a new row in Excel
  2. Create a personal task in Maximizer CRM

App(s) involved

  • Excel
  • Maximizer CRM

Why Zapier?

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

When this happens...
then do this!
New Row

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

Update Row

Updates a row in a specific worksheet.

Updated Row

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

Add Row

Adds a new row to the end of a worksheet.

New Row in Table

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

Create Note

Finds an entry in your address book by an email address and creates a new note.

New Worksheet

Triggers when a new worksheet is added to a spreadsheet.

Create Hotlist Task

Finds an Address Book entry by an email address and creates a task for them.

Create Address Book Entry

Creates a new company, individual or contact in your address book.

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Become a Zapier Integration Partner

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.

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.