Microsoft Excel + Membrain

Microsoft Excel + Membrain integrations

Add Microsoft Excel rows for new Membrain sales projects won

This helpful integration automatically adds a new row to an Excel spreadsheet of your choice in OneDrive with key information about a newly won sales project in Membrain. Keep your sales data up to date without any tedious data entry.

When this happens...
Sales Project WonTriggers when a Sales Project is won
TriggerPolling
automatically do this!
Add RowAdds a new row to the end of a worksheet.
ActionWrite

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More things you can do with Membrain and Microsoft Excel

Discover other triggers and actions you can use with Membrain and Microsoft Excel

- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
- Please select one or more Activity Types
Trigger
Polling
Try It
Content Hub Item Created
Triggers when a Content Hub Item Created.
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It

- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It

- Stage
  Required
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
- Process
  Required
- Name
  Required
- Company
  Required
- Owner
  Required
- Value
- Value Currency
- Potential
- Potential Currency
- Start Date
- End Date
Action
Write
- Activity Type
- Company
- From Date (UTC)
  Required
- To Date (UTC)
  Required
- Title
  Required
- Contents
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Company Name
  Required
Action
Write
- Type
  Required
- ContentType
  Required
- Name
- Link
- File
Action
Write
- Activity Type
- Company
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Activity Type
- Company
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Activity Type
- Company
- Deadline (UTC)
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Account Growth Project Id (GUID)
  Required
- Name
- Owner
- Value
- Value Currency
- Potential
- Potential Currency
- Start Date
- End Date
Action
Write
- Flow Id (GUID)
  Required
- Name
- Owner
- Start Date
- End Date
Action
Write
- Contact Id (GUID)
  Required
Action
Write
- Ticket Id (GUID)
  Required
- Name
- Owner
Action
Write
- Key (eg. AGP-123)
  Required
Action
Search
- External Identifier
  Required
Action
Search
- Name
  Required
Action
Search
- Key (F-123)
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Email Address
  Required
Action
Search
- Id
  Required
Action
Search
- Key (eg. P-123)
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
Company Created
Triggers when a new Company is created
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
Contact Created
Triggers when a new Contact is created
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Activity Type
- Company Name
  Required
- Contents
  Required
- Prospect Name
- Sales Project Name
- Account Growth Project Name
- Ticket Name
- Flow Name
- Organizer Name
- Contact Name
Action
Write
- Activity Type
- Company
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Company Name
  Required
- Contact Name
  Required
Action
Write
- Process
  Required
- Name
  Required
- Company
- Parent
- Start Date
- End Date
- Owner
Action
Write
- Process
  Required
- Prospect Name
- Company
  Required
- Owner Name
- Create Only If
Action
Write
- Process
  Required
- Opportunity Name
  Required
- Company
  Required
- Owner
  Required
- Value
- Value Currency
- Estimated Closing Date
Action
Write
- Process
  Required
- Name
  Required
- Company
  Required
- Owner
Action
Write
- Company Id (GUID)
  Required
Action
Write
- Sales Project Id (GUID)
  Required
- Name
- Owner
- Value
- Value Currency
- Estimated Closing Date
Action
Write
- Prospect Id (GUID)
  Required
- Name
- Owner
Action
Write
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Company Id (GUID)
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Key (eg. SP-123)
  Required
Action
Search
- Company
  Required
- Name
  Required
Action
Search
- External Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Key (eg. T-123)
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

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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About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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