• Salpo CRM logoSalpo CRM logo
  • Microsoft Excel logoMicrosoft Excel logo

Salpo CRM + Microsoft Excel Integrations

How to connect Salpo CRM + Microsoft Excel

Zapier lets you send info between Salpo CRM and Microsoft Excel automatically—no code required.

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • Salpo CRM triggers, actions, and search
    New Communication
    Triggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Module
    Triggers when a new custom module is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Contact
    Triggers when a new Contact is created (Individual or Organisation).
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Triggers when a new Opportunity is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Organisation
    Creates a new Organisation
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Individual
    Creates a new Individual
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Creates a new, In-progress Opportunity
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Scheduled Communication
    Schedules a Communication
    Action
    Write
  • Salpo CRM

    Add a file to a Contact record

    Scheduled

    Action

  • Salpo CRM

    Add a file to a Custom Module record

    Scheduled

    Action

  • Salpo CRM

    Link files to an Opportunity using the file URL.

    Scheduled

    Action

  • Salpo CRM

    Finds Contacts by Custom Field value

    Scheduled

    Action

  • Salpo CRM

    Retrieves all Opportunity details including products

    Scheduled

    Action

  • Salpo CRM

    Creates a standard Communication to record previous notes

    Scheduled

    Action

  • Salpo CRM

    Creates a Custom Connection between two Modules

    Scheduled

    Action

  • Salpo CRM

    Creates a new record of a custom Module

    Scheduled

    Action

  • Salpo CRM

    Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)

    Scheduled

    Action

  • Salpo CRM

    Update Individuals or Organisations

    Scheduled

    Action

  • Salpo CRM

    Search for a Contact and update a custom connection between Contacts or Modules

    Scheduled

    Action

  • Salpo CRM

    Update custom Modules

    Scheduled

    Action

  • Salpo CRM

    Update an Opportunity

    Scheduled

    Action

  • Salpo CRM

    Finds a Contact by ID and returns all Contact information

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Find and retrieve a custom module record by ID. Returns standard and custom data.

    Scheduled

    Action

  • Salpo CRM

    Find a file linked to a Module. Search files using the file label or name

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Microsoft Excel

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

    Scheduled

    Trigger

  • Microsoft Excel

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

    Scheduled

    Trigger

  • Microsoft Excel

    Triggers when a new worksheet is added to a spreadsheet.

    Scheduled

    Trigger

  • Microsoft Excel

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

    Scheduled

    Trigger

  • Microsoft Excel

    Adds a new row to the end of a worksheet.

    Scheduled

    Action

  • Microsoft Excel

    Adds a new row to the end of a specific table.

    Scheduled

    Action

  • Microsoft Excel

    Creates a new spreadsheet

    Scheduled

    Action

  • Microsoft Excel

    Updates a row in a specific worksheet.

    Scheduled

    Action

  • Microsoft Excel

    Finds a row by a column and value. Returns the entire row if one is found.

    Scheduled

    Action

  • Microsoft Excel

    Finds or creates a specific find row.

    Scheduled

    Action

How Salpo CRM + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Salpo CRM and Microsoft Excel.
    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.

Microsoft Excel Tutorials

salpo-crm logo
salpo-crm logo

About Salpo CRM

This is an easy to use tool, used to manage CRM
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.

Related categories

Similar apps

OneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrations

Smartsheet

Spreadsheets
Quip integrations

Quip

Documents

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy