ActiveCampaign + Microsoft Excel
Add or update ActiveCampaign deals to Microsoft Excel as new rows
Stay organized and streamline your process with this smart workflow. When there's a new or updated deal in ActiveCampaign, it will immediately add a row to a selected Microsoft Excel table. This solution efficiently captures updated information in real-time and eliminates manual data entry, providing an efficient tool for tracking your sales progress in Excel sheets.
Stay organized and streamline your process with this smart workflow. When there's a new or updated deal in ActiveCampaign, it will immediately add a row to a selected Microsoft Excel table. This solution efficiently captures updated information in real-time and eliminates manual data entry, providing an efficient tool for tracking your sales progress in Excel sheets.
- When this happens...
New Deal Added or UpdatedTriggers when a new deal is created or existing deal is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add Row to TableAdds a new row to the end of a specific table.
ActionWriteCreate a new record or update an existing record in your app.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
Skip Unsubscribe Events
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
NameRequired
Update OnlyRequired
Account Owner
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Automation RunRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Account IDRequired
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Email
ActionRequired
Existing Tags
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Record ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account ID
Contact ID
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Deal IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
List IDRequired
Contact ID
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email Address
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Column IndexRequired
Apply To
Header Preservation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
Email Address
First Name
Last Name
Full Name
Phone Number
Tags
Organization Name
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
ListRequired
Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
List IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Contact IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
Currency
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Event Account IDRequired
Event NameRequired
Event Value
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
New NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
No Match Copy
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About ActiveCampaign
Related categories
About Microsoft Excel
Related categories
Related Zap Templates
- Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table
- Add or update ActiveCampaign contacts from new rows on Excel
- Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign
- Add rows to Excel for updated ActiveCampaign contact tags.
- Update ActiveCampaign contacts from updated Microsoft Excel rows
- Add rows in Microsoft Excel for new or updated ActiveCampaign contacts
- Add rows in Microsoft Excel for new automation webhooks in ActiveCampaign
- Add rows to Microsoft Excel for new ActiveCampaign automation webhooks
- Add rows to Microsoft Excel for new or updated contacts in ActiveCampaign
- Update Microsoft Excel rows with new ActiveCampaign automation webhooks
- Create rows in Microsoft Excel for new ActiveCampaign deal notes
- Add rows in Microsoft Excel when new deal tasks are completed in ActiveCampaign
- Add or remove tags from ActiveCampaign contacts to update Microsoft Excel rows
- Add new or updated ActiveCampaign deals to Microsoft Excel rows instantly
- Update ActiveCampaign contacts based on updated rows in Microsoft Excel
- "manage new Microsoft Excel worksheets by subscribing or unsubscribing ActiveCampaign contacts from list"
- Add new ActiveCampaign contacts to a Microsoft Excel table as rows
- Update rows in Microsoft Excel and add existing contacts to automation in ActiveCampaign
- Generate Microsoft Excel spreadsheets when tags are added or removed from ActiveCampaign contacts
- Add row to Microsoft Excel for each new campaign unsubscribe in ActiveCampaign
- Update ActiveCampaign contacts when rows in Microsoft Excel are updated
- Update Microsoft Excel rows when tags are added or removed from ActiveCampaign contacts
- Create or update ActiveCampaign contacts from new Microsoft Excel rows
- Add new ActiveCampaign automation webhooks to Microsoft Excel rows effortlessly
- Manage new Microsoft Excel rows by adding or removing tags from ActiveCampaign contacts
- Add new ActiveCampaign contacts to Microsoft Excel rows
- Add rows in Microsoft Excel for new or updated contacts in ActiveCampaign
- Start recording new ActiveCampaign campaigns in Microsoft Excel as rows instantly
- Add new ActiveCampaign contacts to Microsoft Excel rows
- Manage new Microsoft Excel rows by subscribing or unsubscribing contacts from lists in ActiveCampaign
- Add rows in Microsoft Excel for new campaign link clicks in ActiveCampaign
- Add rows in Microsoft Excel for new campaign opens in ActiveCampaign
- Add rows in Microsoft Excel for new contact notes in ActiveCampaign
- Add new ActiveCampaign automation webhooks to Microsoft Excel as rows
Related Zap Templates
- Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table
- Add rows to Excel for updated ActiveCampaign contact tags.
- Add rows in Microsoft Excel for new automation webhooks in ActiveCampaign
- Update Microsoft Excel rows with new ActiveCampaign automation webhooks
- Add or remove tags from ActiveCampaign contacts to update Microsoft Excel rows
- "manage new Microsoft Excel worksheets by subscribing or unsubscribing ActiveCampaign contacts from list"
- Generate Microsoft Excel spreadsheets when tags are added or removed from ActiveCampaign contacts
- Update Microsoft Excel rows when tags are added or removed from ActiveCampaign contacts
- Manage new Microsoft Excel rows by adding or removing tags from ActiveCampaign contacts
- Start recording new ActiveCampaign campaigns in Microsoft Excel as rows instantly
- Add rows in Microsoft Excel for new campaign link clicks in ActiveCampaign
- Add new ActiveCampaign automation webhooks to Microsoft Excel as rows
- Add or update ActiveCampaign contacts from new rows on Excel
- Update ActiveCampaign contacts from updated Microsoft Excel rows
- Add rows to Microsoft Excel for new ActiveCampaign automation webhooks
- Create rows in Microsoft Excel for new ActiveCampaign deal notes
- Add new or updated ActiveCampaign deals to Microsoft Excel rows instantly
- Add new ActiveCampaign contacts to a Microsoft Excel table as rows
- Add row to Microsoft Excel for each new campaign unsubscribe in ActiveCampaign
- Create or update ActiveCampaign contacts from new Microsoft Excel rows
- Add new ActiveCampaign contacts to Microsoft Excel rows
- Add new ActiveCampaign contacts to Microsoft Excel rows
- Add rows in Microsoft Excel for new campaign opens in ActiveCampaign
- Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign
- Add rows in Microsoft Excel for new or updated ActiveCampaign contacts
- Add rows to Microsoft Excel for new or updated contacts in ActiveCampaign
- Add rows in Microsoft Excel when new deal tasks are completed in ActiveCampaign
- Update ActiveCampaign contacts based on updated rows in Microsoft Excel
- Update rows in Microsoft Excel and add existing contacts to automation in ActiveCampaign
- Update ActiveCampaign contacts when rows in Microsoft Excel are updated
- Add new ActiveCampaign automation webhooks to Microsoft Excel rows effortlessly
- Add rows in Microsoft Excel for new or updated contacts in ActiveCampaign
- Manage new Microsoft Excel rows by subscribing or unsubscribing contacts from lists in ActiveCampaign
- Add rows in Microsoft Excel for new contact notes in ActiveCampaign