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Microsoft Excel + Wheelbase

Microsoft Excel + Wheelbase

Microsoft Excel + Wheelbase integrations

Add new customers from Wheelbase to Microsoft Excel rows instantly

Simplify your client management with this effective workflow. Whenever there's a new customer in Wheelbase, it will instantly push the information to Microsoft Excel, adding a new row with the customer details. This efficient process saves you time and ensures all your customer data is organized in one place. A convenient solution for seamless customer data management without manual data entry.

  1. When this happens...
    New Customer
    New Customer
    New CustomerTriggers when a new customer is created.
  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 Wheelbase and Microsoft Excel

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

    • Status
    Trigger
    Polling
    Try It
  • Wheelbase triggers, actions, and search
    New Message

    Triggers when a new message is created.

    Trigger
    Polling
    Try It
    • Vehicle
      Required
    • Start Date
      Required
    • End Date
      Required
    • Renter Type
      Required
    Action
    Write
    • Email
      Required
    • First Name
    • Last Name
    • Phone
    • Locale
    • Street Address
    • Apartment/Suite/Other
    • City
    • State
    • Postal Code
    • County
    • Country
    Action
    Write
    • Reservation
      Required
    • Vehicle
    • Start Date
    • End Date
    • Pickup Street Address
    • Pickup Apartment/Suite/Other
    • Pickup City
    • Pickup State
    • Pickup Postal Code
    • Pickup Country
    • Pickup Latitude
    • Pickup Longitude
    • Dropoff Street Address
    • Dropoff Apartment/Suite/Other
    • Dropoff City
    • Dropoff State
    • Dropoff Postal Code
    • Dropoff Country
    • Dropoff Latitude
    • Dropoff Longitude
    Action
    Write
    • Name of Vehicle
      Required
    • Type
      Required
    • Vehicle Year
    • Vehicle Make
      Required
    • Vehicle model
      Required
    • Location
    • Description
    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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About Wheelbase
All-in-one rentals suite that combines rental management software with $1M in insurance coverage.
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