Microsoft Excel + Plezi

Add rows in Microsoft Excel when contact scores are updated in Plezi

Keep your Microsoft Excel records updated with any changes in contact score from the Plezi app with this handy workflow. Once set up, every time a contact score is updated in Plezi, a new row gets added in your selected Excel sheet. This automation allows for efficient data management, saving you time and ensuring consistency in tracking contact interactions.

Keep your Microsoft Excel records updated with any changes in contact score from the Plezi app with this handy workflow. Once set up, every time a contact score is updated in Plezi, a new row gets added in your selected Excel sheet. This automation allows for efficient data management, saving you time and ensuring consistency in tracking contact interactions.

  1. When this happens...
    PleziPlezi
    Contact Score Changed

    Triggers when the score of a contact is changed above a specific value.

    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

    • Contact StatusRequired

    • All Contacts

    Trigger
    Polling
    Try It
    • Contact EmailRequired

    • Event DescriptionRequired

    • Behaviour PointRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
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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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  • Microsoft
  • Spreadsheets

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About Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.
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