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Choose a Trigger
Choose an Action
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Zapier makes it easy to integrate DeltaNet CRM with Microsoft Excel - no code necessary. See how you can get setup in minutes.
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DeltaNet CRM
DeltaNet CRM
1. Choose trigger event
Microsoft Excel
Microsoft Excel
2. Choose action
1. Select the event
Setup
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DeltaNet CRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from DeltaNet CRM.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects DeltaNet CRM and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Processed/Unprocessed Lead
- Request Type
- Request Source
- Customer Group
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- emailRequired
- Cell Phone
- Daytime phone
- Evening Phone
- Note
ActionWrite- customer_emailRequired
- Blog IdRequired
ActionWrite- EmailRequired
- Group IDRequired
ActionWrite
- Processed/Unprocessed request
- Request Type
- Request Source
- Customer Groups
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Try ItTriggerPolling- customer_emailRequired
- NoteRequired
- Date
ActionWrite- Customer emailRequired
- Start DateRequired
- RepeatRequired
- End Date
- ActionRequired
- Note
ActionWrite- Start dateRequired
- End dateRequired
- Event TitleRequired
- Event Info
ActionWrite
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Related categories
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.
Related categories