Microsoft Excel + SharpSpring

Microsoft Excel + SharpSpring integrations

Create rows in Microsoft Excel for new leads in SharpSpring

Keep track of new leads from SharpSpring in an organized manner with this efficient workflow. Whenever a new lead is created in SharpSpring, this automation will add a row in your Microsoft Excel spreadsheet with the corresponding lead information. Stay on top of your lead management without manual data entry, and focus on turning those prospects into customers.

When this happens...
New LeadWhen a lead has been created in sharpspring.
TriggerPolling
automatically do this!
Add RowAdds a new row to the end of a worksheet.
ActionWrite

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More things you can do with SharpSpring and Microsoft Excel

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

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

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

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create or update SharpSpring leads from new Microsoft Excel rows

Update leads in SharpSpring when new rows are updated in Microsoft Excel

Add new SharpSpring form fillout events to Microsoft Excel rows