Insightly + Microsoft Excel + Microsoft Teams Integrations

How to connect Insightly + Microsoft Excel + Microsoft Teams

Zapier lets you send info between Insightly and Microsoft Excel and Microsoft Teams automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
Start herearrow pointing down
Start herearrow pointing down
Choose an Action
Choose an Action
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Do even more with Insightly + Microsoft Excel + Microsoft Teams

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Microsoft Excel, and Microsoft Teams. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

 Sign up with Google

How Insightly + Microsoft Excel + Microsoft Teams Integrations Work

  1. Step 1: Authenticate Insightly, Microsoft Excel, and Microsoft Teams.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
excel logo
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.
Help

Related categories

  • Microsoft
  • Spreadsheets

Similar apps

OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
Quip integrationsQuip integrations

Quip

Documents
microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn moreHelp

Related categories

  • Microsoft
  • Team Chat

Similar apps

Slack integrationsSlack integrations

Slack

Team Chat
Chatwork integrationsChatwork integrations

Chatwork

Team Chat
Rocket.Chat integrationsRocket.Chat integrations

Rocket.Chat

Team Chat