Microsoft Excel + Groundwork

Add new Groundwork kickoff forms as rows in Microsoft Excel for seamless organization

Save time and streamline your project management process with this Groundwork and Microsoft Excel integration. Once a new kickoff form is submitted in Groundwork, a row will be added to your Microsoft Excel spreadsheet, ensuring that all project details are documented and easily accessible in one central location. With this automated workflow, you can focus on tackling tasks, without worrying about manual data entry or updating spreadsheets.

Save time and streamline your project management process with this Groundwork and Microsoft Excel integration. Once a new kickoff form is submitted in Groundwork, a row will be added to your Microsoft Excel spreadsheet, ensuring that all project details are documented and easily accessible in one central location. With this automated workflow, you can focus on tackling tasks, without worrying about manual data entry or updating spreadsheets.

  1. When this happens...
    GroundworkGroundwork
    New Kickoff Form Submitted

    Triggers when a lead kickoff form is completed.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

    • Survey

    Trigger
    Polling
    Try It
    • 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
excel logo
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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groundwork logo

About Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.

Related categories

  • CRM (Customer Relationship Management)

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