Connect Microsoft Excel and RingCentral to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Excel to RingCentral with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with RingCentral - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects Microsoft Excel and RingCentral, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Try ItTriggerPolling- Plan Restrictions
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Try ItTriggerPolling- Plan Restrictions
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ActionWrite- Plan Restrictions
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ActionWrite
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Try ItTriggerPolling- Plan Restrictions
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Try ItTriggerPolling- Plan Restrictions
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ActionWrite- Plan Restrictions
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Practical ways you can use Microsoft Excel and RingCentral
Log calls to Excel for analysis
For every call logged in RingCentral, create a matching entry in a Microsoft Excel sheet, capturing call details like duration, time, and caller information. This helps small business owners keep better track of daily phone interactions, which can be analyzed later to optimize phone engagement strategies.
Business OwnerLog missed calls in Excel for follow-ups
Whenever a call is missed in RingCentral, create an entry in a Microsoft Excel sheet with caller details and timestamps. This gives Customer Support teams clarity on missed opportunities and helps ensure follow-ups are not overlooked.
Customer Support OpsTrack SMS campaigns in Excel
Log every SMS sent via RingCentral into a Microsoft Excel spreadsheet. Use these entries to maintain a complete record of outreach campaigns, analyze engagement trends, and plan future strategies. This ensures your tracking data is accurate, centralized, and easy to process.
Marketing & Marketing OpsLearn how to automate Microsoft Excel on the Zapier blog
Learn how to automate RingCentral on the Zapier blog
Frequently Asked Questions about Microsoft Excel + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and RingCentral
How can I integrate Microsoft Excel with RingCentral?
You can set up an integration between Microsoft Excel and RingCentral using our automation solutions, which allow you to create workflows that move data between the two applications based on specific triggers. For example, when a new row is added in Excel, it can trigger a message to be sent via RingCentral.
What types of triggers are available when integrating Excel with RingCentral?
When integrating Excel with RingCentral, triggers such as a new row being added, updated or deleted in an Excel sheet can initiate actions within RingCentral, like sending a message or creating a task.
Can I send SMS through RingCentral using data from my Excel spreadsheet?
Yes, you can configure the integration so that specific data entries from your Excel spreadsheet automatically trigger an SMS to be sent via RingCentral. This setup can streamline communication processes directly from your spreadsheets.
Is it possible to update my contact list in RingCentral with changes made in Excel?
Absolutely, you can set up the integration to update your contact list in RingCentral whenever there are changes made to your specified contacts in a linked Excel sheet.
Are attachments supported when sending messages through this integration?
Currently, sending attachments via messages triggered by Microsoft Excel integrations isn't supported directly. The focus is primarily on text-based communication and updates within the applications.
Can I automate call generation using data from my Excel file?
While direct call generation isn't typically automated through this integration due to security measures and specificity of API functions, you could trigger tasks that remind or alert users about calls required for listed contacts.
How do updates occur between these integrated systems?
Updates occur in real-time based on the triggers and actions set up during the configuration of your integration. Whether it's adding new data or updating existing information, it happens instantly across both platforms once triggered.
