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Microsoft Excel + OnePageCRM

Update Microsoft Excel rows whenever OnePageCRM deals are updated

Streamline your CRM and spreadsheet management with this efficient workflow. When a deal is updated in OnePageCRM, a new row is immediately added in a designated Microsoft Excel table. This process ensures your Excel tables stay current with the most recent CRM information, making it easier for you to manage and analyze your business data. Utilize this automation to enhance data consistency and minimize manual data entry.

Streamline your CRM and spreadsheet management with this efficient workflow. When a deal is updated in OnePageCRM, a new row is immediately added in a designated Microsoft Excel table. This process ensures your Excel tables stay current with the most recent CRM information, making it easier for you to manage and analyze your business data. Utilize this automation to enhance data consistency and minimize manual data entry.

  1. When this happens...
    OnePageCRMOnePageCRM
    Updated Deal

    Triggers when a deal is updated.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

  • OnePageCRM triggers, actions, and search

    Completed Next Action

    Triggers when a next action is completed.

    Trigger
    Instant
    Try It

    • Contact ID

    Trigger
    Polling
    Try It

    • Deal Status

    • Filter by Deal Name

    • Filter by Custom Filter

    • Filter by Tag

    Trigger
    Polling
    Try It

    • Search Phrase

    • Custom Filter ID

    • Filter by Contact Status

    • Filter by Tag

    • Filter by Lead Source

    • Filter by Deal Status

    • Starred

    • Include My Team Contacts

    Trigger
    Polling
    Try It
excel logo
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.
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Related categories

  • Microsoft
  • Spreadsheets

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onepage-crm logo
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About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Related Zap Templates

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  • Create new OnePageCRM contacts from new rows in Microsoft Excel