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Microsoft Excel + Plezi

Microsoft Excel + Plezi

Microsoft Excel + Plezi integrations

Update Microsoft Excel rows when contacts change in Plezi

Automate your record-keeping process with this efficient workflow. When any alterations are made to contacts within the Plezi app, the information will be instantly stored in your Microsoft Excel sheet with a new row added. This streamlines the process of data management, ensuring all your contact changes are accurately tracked and documented in Excel, eliminating manual data entry and fostering effective organization.

  1. When this happens...
    Contact Changed
    Contact Changed
    Contact ChangedTriggers when an existing contact is changed.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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More things you can do with Plezi and Microsoft Excel

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

    • Content
      Required
    Trigger
    Polling
    Try It
    • Score Threshold
      Required
    • Attribute Value Format
    Trigger
    Polling
    Try It
  • Plezi triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • Option: Keep multiple select values
    • Initial Source
    • Source
    Action
    Write
    • Contact Status
      Required
    • All Contacts
    Trigger
    Polling
    Try It
    • Contact Email
      Required
    • Event Description
      Required
    • Behaviour Point
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
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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 Plezi
Plezi helps fast growing B2B companies to generate more leads thanks to their content.
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