Microsoft Excel + Intaker

Create Intaker contacts from new Microsoft Excel rows

Effortlessly manage your contacts by integrating Microsoft Excel with Intaker. Once this workflow is set up, every time a new row is entered in Excel, it will lead to adding a new contact in your Intaker AI Agent. It effectively streamlines your process of managing contacts, saving time and minimizing errors.

Effortlessly manage your contacts by integrating Microsoft Excel with Intaker. Once this workflow is set up, every time a new row is entered in Excel, it will lead to adding a new contact in your Intaker AI Agent. It effectively streamlines your process of managing contacts, saving time and minimizing errors.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

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

    TriggerPolling
  2. automatically do this!
    IntakerIntaker
    Add Contact to AI Agent

    Engage with contact using AI Agent

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    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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Related categories

  • Microsoft
  • Spreadsheets

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About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
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