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Microsoft Excel + VanillaSoft

Result new contacts in VanillaSoft and add rows to Microsoft Excel

When a contact is updated or added in VanillaSoft, keeping your record management up to date becomes easy with this workflow. It quickly adds a row of contact details in your Microsoft Excel spreadsheet. This efficient process helps you save time and improves accuracy by eliminating manual data entry. Keep your records current without the hassle.

When a contact is updated or added in VanillaSoft, keeping your record management up to date becomes easy with this workflow. It quickly adds a row of contact details in your Microsoft Excel spreadsheet. This efficient process helps you save time and improves accuracy by eliminating manual data entry. Keep your records current without the hassle.

  1. When this happens...
    VanillaSoftVanillaSoft
    Result a Contact

    Triggers when a Contact in VanillaSoft is resulted.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • VanillaSoft Zap NameRequired

    • Description

    • VanillaSoft Project NameRequired

    • Select VanillaSoft Result Codes to associate with this Trigger

    • Email on ErrorRequired

    • Send Data Email on Last Error

    • Email last error data to

    Trigger
    Instant
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • VanillaSoft Zap NameRequired

    • DescriptionRequired

    • VanillaSoft Project NameRequired

    • Email on Success

    • Email on ErrorRequired

    • Create New ContactsRequired

    • Flag New ContactsRequired

    • Route New Contacts as a First PriorityRequired

    • Delay Routing of New Contacts

    • Create Duplicates For Contacts That Share The Same Phone NumberRequired

    • Flag DuplicatesRequired

    • Error response for duplicate contact

    • Update existing contactsRequired

    • Update Key FieldRequired

    • Route Updated as a First PriorityRequired

    • Reopen and flag updated contacts (Recommended)Required

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
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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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  • Spreadsheets

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About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
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