Microsoft Excel + Simple CRM

Create Simple CRM companies, contacts, and interactions with new Microsoft Excel rows

Tired of copying and pasting data from Excel to Simple CRM ? This Zapier integration can help. Set it up to automatically create a new Simple CRM contact, company and interaction each time a row is added to a specified Excel spreadsheet.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this...
Create Contact
Creates a contact
ActionWrite
then do this...
Create Company
Creates a Company
ActionWrite
then do this!
Create Interaction
Creates an interaction
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

New Company
Triggers when an new company is created.
Trigger
Polling
Try It
New Linked Contact and Company
Triggers when a link between a contact and a company is created.
Trigger
Polling
Try It
New Business Opportunity
Triggers when a new interaction which type is "Sales" is created.
Trigger
Polling
Try It
New Support Ticket
Triggers when a new interaction which is "Support" is created.
Trigger
Polling
Try It
- Contact IDRequired
- Company IDRequired
- Function
Action
Write
- Project NameRequired
- Start date
- End Date
- Status
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
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Interaction
Triggers when a new interaction is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Contact nameRequired
- First Name
- Email address
- Address Line 1
- Address Line 2
- Postal Code
- City
- Country
- Mobile phone number
- Phone number
- Ref Externe
Action
Write
- SubjectRequired
- Start date
- Type
- Status
- Contact ID
- Company ID
- Project ID
- User ID
- Duration hours
- Duration minutes
- End datetime
- Deadline date
- Budget
- Source
- Note
- Is task
- Priority
Action
Write
- Company NameRequired
- Ref Externe
- Rue
- Complément d'adresse
- Code postal
- Localité
- Pays
- SIRET
- TVA
- Identifiant national
- Téléphone 1
- Téléphone 2
- Fax
- Email
- Site web
- Note
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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