Microsoft Excel + Redtail CRM

Create spreadsheets in Microsoft Excel for new contacts in Redtail CRM

Keep your Microsoft Excel spreadsheet updated with new contact information from Redtail CRM. This workflow activates when a new contact is added in Redtail CRM, and subsequently creates a new spreadsheet entry in Microsoft Excel. Eliminate the repetitive task of manual data input and ensure your spreadsheet stays up-to-date with this convenient automation.

Keep your Microsoft Excel spreadsheet updated with new contact information from Redtail CRM. This workflow activates when a new contact is added in Redtail CRM, and subsequently creates a new spreadsheet entry in Microsoft Excel. Eliminate the repetitive task of manual data input and ensure your spreadsheet stays up-to-date with this convenient automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Workbook

    Creates a new workbook

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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.
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Related categories

  • Microsoft
  • Spreadsheets

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File Management & Storage, Microsoft
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About Redtail CRM

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.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier