Connect ActiveCampaign and Microsoft Excel to power AI-driven automation

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Start with a template that brings ActiveCampaign and Microsoft Excel together. Build enterprise-grade automation in minutes.

Our most popular template

Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table
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Microsoft Excel + ActiveCampaign
Add rows to Excel for updated ActiveCampaign contact tags.
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ActiveCampaign + Microsoft Excel
Add or update ActiveCampaign contacts from new rows on Excel
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Microsoft Excel + ActiveCampaign
Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign
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ActiveCampaign + Microsoft Excel
Update ActiveCampaign contacts from updated Microsoft Excel rows
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Microsoft Excel + ActiveCampaign
Add rows in Microsoft Excel for new or updated ActiveCampaign contacts
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ActiveCampaign + Microsoft Excel

Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table

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Microsoft Excel + ActiveCampaign

Add rows to Excel for updated ActiveCampaign contact tags.

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ActiveCampaign + Microsoft Excel

Add or update ActiveCampaign contacts from new rows on Excel

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Microsoft Excel + ActiveCampaign

Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign

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ActiveCampaign + Microsoft Excel

Update ActiveCampaign contacts from updated Microsoft Excel rows

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Microsoft Excel + ActiveCampaign

Add rows in Microsoft Excel for new or updated ActiveCampaign contacts

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ActiveCampaign + Microsoft Excel

Add rows in Microsoft Excel for new automation webhooks in ActiveCampaign
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ActiveCampaign + Microsoft Excel
Add rows to Microsoft Excel for new ActiveCampaign automation webhooks
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ActiveCampaign + Microsoft Excel

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ActiveCampaign with Microsoft Excel - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Custom Object Record" from ActiveCampaign.

Add your action

An action happens after the trigger—such as "Add Row" in Microsoft Excel.

You’re connected!

Zapier seamlessly connects ActiveCampaign 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.

- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
Try It
- Task Type (Optional)
Trigger
Instant
Try It
Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Trigger
Instant
Try It
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It

- List
  Required
Trigger
Instant
Try It
- List (Deprecated)
Trigger
Instant
Try It

New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
Try It
- List
  Required
- Importer_note
Trigger
Instant
Try It
- List
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
Try It
- Name
  Required
- Website
- Owner
Action
Write
- Account ID
- Name
  Required
- Update Only
  Required
- Account Owner
- Website
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
Action
Write
- Automation
  Required
- Automation Run
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Account ID
  Required
- Job Title
Action
Write
- Contact ID
- Contact Email
- Action
  Required
- Existing Tags
- Tags
Action
Write
- Custom Object
  Required
- Record ID
- External ID
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- WhatsApp Phone Number
  Required
- Flow to start
  Required
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task Title
  Required
- Deal ID
Action
Search
- Template Name
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

- Custom Object
  Required
Trigger
Instant
Try It
Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Trigger
Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Task type
Trigger
Instant
Try It
New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- Importer_note
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Event
  Required
- Tag
Trigger
Instant
Try It
- Account ID
  Required
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- Automation
  Required
- Subscriber Email
  Required
Action
Write
- Email Message
  Required
- List
  Required
- Campaign Name
  Required
Action
Write
- Contact ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
- Contact ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Contact ID
  Required
- Deal ID
  Required
- Role
Action
Write
- Deal
  Required
- Note
  Required
Action
Write
- Deal
  Required
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Action
  Required
- List ID
  Required
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone Number
  Required
- WhatsApp Template to send
  Required
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- Email
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

For AI agents & developers

Use ActiveCampaign and Microsoft Excel with AI agents and code

Beyond Zap workflows. Call ActiveCampaign and Microsoft Excel actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose ActiveCampaign and Microsoft Excel actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Account
Add Row

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger ActiveCampaign and Microsoft Excel actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* activecampaign / excel action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use ActiveCampaign and Microsoft Excel

Log deal progress in Excel automatically.

For each deal update in ActiveCampaign, Zapier can log the details in Excel. This workflow avoids manual tracking, providing real-time reporting for owners who want better insights into pipeline progress and conversion rates.

Business Owner

Try it

Sync updated ActiveCampaign accounts to Excel.

Zapier helps IT teams maintain clean and accurate data by logging any new or updated ActiveCampaign accounts into an Excel spreadsheet. This ensures that technical teams have reliable account information for troubleshooting or integrations.

Try it

Add ActiveCampaign contacts to Excel for reporting.

When a new contact is added to ActiveCampaign, Zapier will automatically add their details as a new row in an Excel spreadsheet. This integration centralizes contact information, making it easier for the marketing team to track leads or perform cohort analysis.

Marketing & Marketing Ops

Try it

Learn how to automate ActiveCampaign on the Zapier blog

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your ActiveCampaign to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about ActiveCampaign + Microsoft Excel integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ActiveCampaign and Microsoft Excel

How do I connect ActiveCampaign to Microsoft Excel?

To connect ActiveCampaign to Microsoft Excel, you'll primarily use a third-party tool like Zapier to create a 'Zap' that triggers data flow between the two. You start by setting up a trigger in ActiveCampaign, such as 'New Contact Added,' and then choose an action in Excel like 'Add Row' to log the data.

Can I automatically update Excel with new ActiveCampaign contacts?

Yes, you can set up an automation where a new row is added to your Excel sheet each time a contact is added in ActiveCampaign. This can be done by setting the trigger as 'New Contact' in ActiveCampaign and the action as 'Add Row' in Excel using our integration tool.

What kind of information can be transferred from ActiveCampaign to Excel?

You can transfer various types of information from ActiveCampaign to Excel including contact details (name, email), deal data, account details, and campaign statistics. When setting your integration triggers, ensure you specify which fields you need transferred.

Is it possible to update existing rows in Excel with information from ActiveCampaign?

Yes, it’s possible to update existing rows in Excel with information coming from ActiveCampaign. You would configure your action such that it searches for specific criteria (like email) within your Excel sheet and then updates the corresponding row.

What should I do if my integration is not working properly?

First, ensure that both your ActiveCampaign and Microsoft Excel accounts are properly connected within the integration tool. Double-check if you've selected accurate triggers and actions. We also recommend reviewing any error messages or logs for further insights before reconnecting them.

Are there limitations on the number of records that can be transferred between ActiveCampaign and Excel?

While there typically aren't hard limits imposed by our integration tool on the number of records transferred at once, performance might vary depending on your internet speed and system capabilities. It's advisable to test with smaller batches initially if you're moving large volumes of data.

Can I trigger actions based on campaign events in ActiveCampaign when integrating with Excel?

Yes, you can trigger actions based on specific campaign events such as email opens or link clicks within ActiveCampaign to perform tasks like updating records or logging events into an Excel spreadsheet through our platform.

About ActiveCampaign

ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.

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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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Connect ActiveCampaign and Microsoft Excel to power AI-driven automation

Launch your first automated workflow

Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table

Add rows to Excel for updated ActiveCampaign contact tags.

Add or update ActiveCampaign contacts from new rows on Excel

Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign

Update ActiveCampaign contacts from updated Microsoft Excel rows

Add rows in Microsoft Excel for new or updated ActiveCampaign contacts

Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table

Add rows to Excel for updated ActiveCampaign contact tags.

Add or update ActiveCampaign contacts from new rows on Excel

Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign

Update ActiveCampaign contacts from updated Microsoft Excel rows

Add rows in Microsoft Excel for new or updated ActiveCampaign contacts

Add rows in Microsoft Excel for new automation webhooks in ActiveCampaign

Add rows to Microsoft Excel for new ActiveCampaign automation webhooks

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use ActiveCampaign and Microsoft Excel with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use ActiveCampaign and Microsoft Excel

Log deal progress in Excel automatically.

Sync updated ActiveCampaign accounts to Excel.

Add ActiveCampaign contacts to Excel for reporting.

Learn how to automate ActiveCampaign on the Zapier blog

5 popular ways to use Zapier's ActiveCampaign integration

How to add or update ActiveCampaign contacts for new WooCommerce orders

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Make work flow with AI

Frequently Asked Questions about ActiveCampaign + Microsoft Excel integrations

Connect ActiveCampaign to Microsoft Excel on the world's largest no-code automation platform