Microsoft Excel + Pardot

Add new Pardot prospects to a Microsoft Excel table effortlessly when added to a list

Automate your lead management process by connecting Pardot to Microsoft Excel. Every time a new prospect is added to Pardot, this automation swiftly creates a corresponding row in your designated Excel table. This effectively eliminates time-consuming data entry, allowing you more time to focus on nurturing your leads. A convenient and efficient solution, this process ensures smooth upkeep of your prospect list.

Automate your lead management process by connecting Pardot to Microsoft Excel. Every time a new prospect is added to Pardot, this automation swiftly creates a corresponding row in your designated Excel table. This effectively eliminates time-consuming data entry, allowing you more time to focus on nurturing your leads. A convenient and efficient solution, this process ensures smooth upkeep of your prospect list.

  1. When this happens...
    PardotPardot
    Prospect Added to List

    Triggers when a Prospect is added to a list.

    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

  • Pardot triggers, actions, and search

    New or Updated Prospect

    Triggers when a Prospect is created or updated in Pardot.

    Trigger
    Polling
    Try It
    • Email AddressRequired

    • First Name

    • Last Name

    • Last Activity At

    • Salutation

    • Campaign

    • Address One

    • Address Two

    • City

    • Zip

    • State

    • Territory

    • Country

    • Website

    • Phone

    • Fax

    • Job Title

    • Department

    • Company

    • Number of Employees

    • Years in Business

    • Industry

    • Notes

    • Comments

    • Source

    • Score

    • Password

    • Account

    • Annual Revenue

    • Is Do Not Email

    • Is Reviewed

    • Is Starred

    • Is Do Not Call

    Action
    Write
    • NameRequired

    • CampaignRequired

    • ListsRequired

    • From NameRequired

    • From EmailRequired

    • Subject LineRequired

    • Email Body (Text)Required

    • Email Body (HTML)

    • Tags

    • Custom Reply-To Address

    • Suppression Lists

    • Scheduled Time

    Action
    Write
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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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About Pardot

Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.
Learn more

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  • Marketing Automation

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