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Quickly connect Microsoft Excel to Intercom with a Zapier template.

Our most popular template

Create or update Intercom leads from new Microsoft Excel worksheets
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Microsoft Excel + Intercom
Add rows in Microsoft Excel for every new lead in Intercom
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Intercom + Microsoft Excel
Add new Intercom leads to Microsoft Excel rows automatically with every lead added email
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Intercom + Microsoft Excel
Capture new Intercom conversation ratings and add rows in Microsoft Excel
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Intercom + Microsoft Excel
Update Microsoft Excel rows when new closed conversations occur in Intercom
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Intercom + Microsoft Excel

Create or update Intercom leads from new Microsoft Excel worksheets

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Microsoft Excel + Intercom

Add rows in Microsoft Excel for every new lead in Intercom

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Intercom + Microsoft Excel

Add new Intercom leads to Microsoft Excel rows automatically with every lead added email

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Intercom + Microsoft Excel

Capture new Intercom conversation ratings and add rows in Microsoft Excel

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Intercom + Microsoft Excel

Update Microsoft Excel rows when new closed conversations occur in Intercom

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Intercom + Microsoft Excel

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Excel with Intercom - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Add Note" in Intercom.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Intercom, 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.

- 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 Name
  Required
- Column Headers
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
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Lead Added Email
Triggers when a Lead enters an email address.
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Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
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- Tag
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- Email
  Required
- Note Text
  Required
Action
Write
- Title
  Required
- Description
- Body
- Author
  Required
- State
- Parent Collection
Action
Write
- Event name
  Required
- Created at
- Contact identifier type
  Required
- Metadata
Action
Write
- Ticket type
  Required
- Contact ID
  Required
- Company ID
Action
Write
- Conversation ID
  Required
- Reply Type
  Required
- Reply Body
  Required
- Attachments
Action
Write
- From
  Required
- To
  Required
- Message Type
  Required
- Body
  Required
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Lookup Email
  Required
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Field
  Required
- Match Type
  Required
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search Field
  Required
- Match Type
  Required
- Ticket State
- Updated After
- Updated Before
Action
Search
- Conversation ID
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or 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
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
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- Message body format
Trigger
Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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Updated Company
Triggers when a company is updated.
Trigger
Instant
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- Updates
  Required
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier type
  Required
- Tag selection method
Action
Write
- Contact Type
  Required
- Message Body
  Required
Action
Write
- User Association Note
- Company
  Required
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier type
  Required
- Tag
  Required
Action
Write
- Contact Identifier
- Message Body
  Required
Action
Write
- Company
  Required
- Tag Name
  Required
- Untag?
Action
Write
- Ticket
  Required
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- Email
  Required
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company Name
  Required
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use Microsoft Excel and Intercom

Log new Intercom tickets in Excel

When a new ticket is created in Intercom, Zapier automatically logs the details in an Excel spreadsheet stored in OneDrive. This ensures support teams have a centralized and searchable record of tickets, streamlining performance tracking and reporting.

Customer Support Ops

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Create Intercom tickets for Excel updates

Whenever a row is updated in Microsoft Excel, Zapier creates a new ticket in Intercom. It connects IT teams to changes captured in Excel, helping them efficiently track and act on IT-related updates.

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Track Intercom users in Excel

When a new user is added in Intercom, Zapier instantly adds their information to an Excel spreadsheet. This automation helps marketing teams maintain a clean, current user list, streamlining campaigns and engagement analysis.

Marketing & Marketing Ops

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Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Intercom on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to Intercom integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Microsoft Excel + Intercom 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 Intercom

How can I integrate Microsoft Excel with Intercom?

We offer a seamless integration through Zapier that connects Microsoft Excel and Intercom. You can use triggers from either platform to automate data flow, such as creating a new Intercom contact when a row is added in Excel.

What are some common triggers when integrating Excel with Intercom?

Common triggers include adding a new row in Excel or updating an existing row, which can then trigger actions such as creating or updating a contact in Intercom.

Can I update an Intercom record using data from Excel?

Yes, you can set up a workflow where updates in your Excel spreadsheet automatically update corresponding records in Intercom. This keeps your data synchronized across platforms.

Is it possible to send data from Intercom to Excel?

Absolutely. You can export user information or conversation details from Intercom into an Excel spreadsheet, allowing for easy analysis and reporting.

Do I need any special tools or knowledge to execute the integration?

No special tools beyond Zapier are needed, and our intuitive interface lets you set up integrations without needing technical expertise. Simply follow our setup guides to connect both apps.

What kind of actions can be triggered in Intercom from changes in an Excel sheet?

Actions such as adding or updating users and sending automated messages in Intercom can be triggered by changes like new entries or updates within an Excel sheet.

Does the integration support two-way data synchronization?

Our integration currently supports one-way sync; you can either send data from Excel to Intercom or vice versa, ensuring streamlined information flow as per your requirements.

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.

Learn moreLearn moreHelpHelp

Related categories

Microsoft Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

Similar apps

HubSpot

Marketing Automation

Inbound Now

Marketing Automation, WordPress

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Connect Microsoft Excel and Intercom to unlock the power of automation

Set up your first integration

Create or update Intercom leads from new Microsoft Excel worksheets

Add rows in Microsoft Excel for every new lead in Intercom

Add new Intercom leads to Microsoft Excel rows automatically with every lead added email

Capture new Intercom conversation ratings and add rows in Microsoft Excel

Update Microsoft Excel rows when new closed conversations occur in Intercom

Create or update Intercom leads from new Microsoft Excel worksheets

Add rows in Microsoft Excel for every new lead in Intercom

Add new Intercom leads to Microsoft Excel rows automatically with every lead added email

Capture new Intercom conversation ratings and add rows in Microsoft Excel

Update Microsoft Excel rows when new closed conversations occur in Intercom

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Microsoft Excel and Intercom

Log new Intercom tickets in Excel

Create Intercom tickets for Excel updates

Track Intercom users in Excel

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Learn how to automate Intercom on the Zapier blog

6 ways to automate Intercom with Zapier

Make work flow with AI

Frequently Asked Questions about Microsoft Excel + Intercom integrations

Connect Microsoft Excel to Intercom on the world's largest no-code automation platform

Explore Microsoft Excel + Intercom Integrations

Explore Microsoft Excel + Intercom Integrations