Microsoft Excel + Nova CRM

Microsoft Excel + Nova CRM integrations

Create complete contacts in Nova CRM from new rows in Microsoft Excel

Save time by eliminating the need for manual data entry with this efficient workflow. When a new row is added in your Microsoft Excel, a complete contact is immediately created in Nova CRM, allowing for seamless management of all your crucial business contacts. It efficiently transfers information from your spreadsheet to your CRM, simplifying the way you organize and handle data.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create a Complete ContactCreate a Complete Contact in Nova CRM.
ActionWrite

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More things you can do with Microsoft Excel and Nova CRM

Discover other triggers and actions you can use with Microsoft Excel and Nova CRM

- 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
Sources
Get Sources from Nova CRM and bind when creating Objects
Trigger
Polling
Try It
Tags
Tags from Nova CRM are fetched from here.
Trigger
Polling
Try It
- Contact Identifier such as Phone Number, Email or Nova CRM ID
  Required
- Agent
  Required
- Assign to Self
  Required
Action
Write
- Contact Identifier such as Phone Number, Email or Nova CRM ID
  Required
- Title of the Appointment Event
  Required
- Location for Meeting, Place or Zoom
  Required
- Description
  Required
- Type of Appointment
  Required
- Meeting Start Date
  Required
- Meeting Start Time
  Required
- Meeting End Date
  Required
- Meeting End Time
  Required
Action
Write
- Identifier (Email or Phone)
  Required
- Content
  Required
Action
Write
- Email, Phone number or Nova CRM ID
  Required
Action
Write

- 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
- Api_docs_info
- 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
Active Agents
Returns all the agents in your NOVA workspace
Trigger
Polling
Try It
Stages
Get Stages from Nova CRM and bind when creating Objects
Trigger
Polling
Try It
- Identifier such as Phone, Email or NovaCRM ID.
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Country Code
  Required
- Contact Number
  Required
- Tags
- Stage
- Source
- Assign to a Team Member
- Address for the Contact
- City
- Custom Question 1
- Custom Answer 1
- Custom Question 2
- Custom Answer 2
- Custom Question 3
- Custom Answer 3
- Custom Question 4
- Custom Answer 4
- Custom Question 5
- Custom Answer 5
Action
Write
- First Name
  Required
- Last Name
- Email Address
  Required
- Country Code
- Contact Number
  Required
- Tags for this Lead
- Stage for this Lead
  Required
- Source for this Lead
  Required
Action
Write
- Unique Identifier ( Can be Email, Phone)
  Required
- Title for the task
  Required
- Type of Task
  Required
- Date
  Required
- Time for the Task
  Required
Action
Write
- Identifier such as Phone Number, Email or Nova CRM ID
  Required
- Stage
  Required
Action
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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Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Nova CRM

Nova CRM is a real state lead management CRM

HelpHelp

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create Nova CRM leads from new Microsoft Excel rows

Related Zap Templates

Create Nova CRM leads from new Microsoft Excel rows