Microsoft Excel + Nova CRM

Create complete contacts in Nova CRM from new rows in Microsoft Excel

Save time by eliminating the need for manual data entry with this efficient workflow. When a new row is added in your Microsoft Excel, a complete contact is immediately created in Nova CRM, allowing for seamless management of all your crucial business contacts. It efficiently transfers information from your spreadsheet to your CRM, simplifying the way you organize and handle data.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create a Complete Contact
Create a Complete Contact in Nova CRM.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

Active Agents
Returns all the agents in your NOVA workspace
Trigger
Polling
Try It
Stages
Get Stages from Nova CRM and bind when creating Objects
Trigger
Polling
Try It
- Identifier such as Phone, Email or NovaCRM ID.Required
- TagsRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Contact NumberRequired
- Tags
- Stage for this Contact
- Source
- Assign to a Team Member
- Address for the Contact
- City
- Custom Question 1
- Custom Answer 1
- Custom Question 2
- Custom Answer 2
- Custom Question 3
- Custom Answer 3
- Custom Question 4
- Custom Answer 4
- Custom Question 5
- Custom Answer 5
Action
Write
- First NameRequired
- Last Name
- Email AddressRequired
- Country Code
- Contact NumberRequired
- Tags for this Lead
- Stage for this LeadRequired
- Source for this LeadRequired
Action
Write
- Unique Identifier ( Can be Email, Phone)Required
- Title for the taskRequired
- Type of TaskRequired
- DateRequired
- Time for the TaskRequired
Action
Write
- Identifier such as Phone Number, Email or Nova CRM IDRequired
- StageRequired
Action
Write

- 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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
Sources
Get Sources from Nova CRM and bind when creating Objects
Trigger
Polling
Try It
Tags
Tags from Nova CRM are fetched from here.
Trigger
Polling
Try It
- Contact Identifier such as Phone Number, Email or Nova CRM IDRequired
- AgentRequired
- Assign to SelfRequired
Action
Write
- Contact Identifier such as Phone Number, Email or Nova CRM IDRequired
- Title of the Appointment EventRequired
- Location for Meeting, Place or ZoomRequired
- DescriptionRequired
- Type of AppointmentRequired
- Meeting Start DateRequired
- Meeting Start TimeRequired
- Meeting End DateRequired
- Meeting End TimeRequired
Action
Write
- Identifier (Email or Phone)Required
- TitleRequired
- ContentRequired
Action
Write
- Email, Phone number or Nova CRM IDRequired
Action
Write

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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