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

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Microsoft Excel
Microsoft Excel logo
Microsoft Excel
1. Choose trigger event
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Phone.com
Phone.com logo
Phone.com
2. Choose action
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1. Select the event
Setup
Test
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Microsoft Excel
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Make Call (Click to Call)" in Phone.com.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Phone.com, 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.

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Connect Microsoft Excel and Phone.com to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to Phone.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Excel + Phone.com integrations

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

How can I connect Microsoft Excel with Phone.com for automatic updates?

You can connect Microsoft Excel and Phone.com using task automation platforms like ours with triggers such as 'New Call' in Phone.com which can trigger actions like 'Add Row in Excel'. This means whenever there is a new call on your Phone.com account, a new row can be automatically added to your specified Excel spreadsheet.

What triggers are available for Phone.com when integrating with Excel?

Our platform supports various triggers for Phone.com. Popular triggers include 'New Call', 'New SMS', and 'Voicemail Received'. These triggers allow you to automate workflows by creating corresponding actions in Microsoft Excel such as updating a cell, adding a row, or even generating charts based on incoming data.

Can I update an existing worksheet in Excel based on new information from Phone.com?

Yes, by setting up the appropriate action within our platform, you can set up your integration so that specific events from Phone.com automatically update an existing worksheet in Excel. For example, receiving a new voicemail could update a log within an existing sheet.

Is it possible to send SMS notifications through Phone.com using data from an Excel sheet?

Absolutely. With our tools, you can use data from specific rows or columns in your Excel sheet as input for sending out SMS through Phone.com. You simply need to set up the appropriate action that links your spreadsheet data to the SMS service.

Are there any limitations on the number of rows added to Excel via integration with Phone.com?

The number of rows you can add depends primarily on our plan limits and Microsoft's own limits on workbook size. However, typically within standard usage scenarios under our regular plans, adding rows dynamically based on triggers doesn’t hit any restriction thresholds easily.

How does error handling work if there's an issue updating my Excel worksheet from a trigger in Phone.com?

In case of any errors while updating your worksheet from a Phone.com trigger, error notifications are sent immediately. Our system logs these incidents and provides guidance for resolving common issues directly within the dashboard. You also have options to automate retry attempts or receive alerts when intervention is needed.

Can I use Microsoft Excel as a logging tool for all calls received through my Phone.com account?

Yes, by using automation tools provided by us, every call received through your Phone.com account can be automatically logged into Microsoft Excel. This is achieved through setting up the 'New Call' trigger which seamlessly adds each call detail into designated rows and columns of your spreadsheet so you maintain an accurate log.

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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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About Phone.com
Phone.com app allows you to send and receive SMS, integrate CRM, get events on calls and call logs and generate calls.
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