Redtail CRM

Redtail CRM + Microsoft Excel Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Microsoft Excel, with as many as 18 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Microsoft Excel and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

Update Row

Updates a row in a specific worksheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Add Row

Adds a new row to the end of a worksheet.

New Row in Table

Triggers when a new row is added to a table in a spreadsheet.

Create New Opportunity

Creates a new opportunity.

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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.

See Microsoft Excel Integrations