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Microsoft Excel + Privyr

Create new Privyr clients from new Microsoft Excel rows

Each time you add a new row in Microsoft Excel, this workflow initiates the creation of a new client in Privyr. This automation enhances your data management by seamlessly transferring information, saving you from manual entry tasks. Experience improved organization, heightened productivity, and engage more with your clients, all while Privyr and Excel work hand-in-hand.

Each time you add a new row in Microsoft Excel, this workflow initiates the creation of a new client in Privyr. This automation enhances your data management by seamlessly transferring information, saving you from manual entry tasks. Experience improved organization, heightened productivity, and engage more with your clients, all while Privyr and Excel work hand-in-hand.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerPolling
  2. automatically do this!
    PrivyrPrivyr
    Create Client

    Create a new client in your Privyr account

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • Worksheet IDRequired

    • RangeRequired

    • Apply To

    Action
    Write
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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 Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

Related categories

  • Contact Management