Connect Zoho CRM and Microsoft 365 Excel integrations
Connect Zoho CRM and Microsoft 365 Excel with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Zoho CRM and Microsoft 365 Excel to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new object is created or updated.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Deletes a table.
Deletes a worksheet row.
Downloads the content of a specified Excel workbook.
Gets the metadata of a specified table.
Performs an arbitrary authorized API call.
Updates an existing table.
Updates an existing table column.
Updates an existing worksheet row.
Retrieves a list of all table rows in a workbook.
Retrieves a list of all table objects.
Retrieves a list of worksheet rows.
Retrieves a list of worksheet objects.
Retrieves data for a given range.
Searches for Excel workbooks.
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Build your Zoho CRM and Microsoft 365 Excel integrations.
Create custom Zoho CRM and Microsoft 365 Excel workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds an existing or a new tag to a record.
Adds a new user.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Create a new tag.
Creates a new object.
Connect any app with Zoho CRM and Microsoft 365 Excel
Popular Zoho CRM and Microsoft 365 Excel workflows.
Looking to get more out of Zoho CRM and Microsoft 365 Excel? With Make you can visually integrate Zoho CRM and Microsoft 365 Excel into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Fetch data from your app and add a new row on Microsoft Excel
Automatically send data from an external app to Microsoft 365 Excel as a new row in your table. Streamline data management with this integration.
TRY IT ->Send WhatsApp messages for new Excel rows
Every time a new row is added to your Excel spreadsheet, Make will automatically send a message in WhatsApp.
TRY IT ->Create new Zoho CRM leads from Facebook Lead Ads submissions and log them in Google Sheets
Automatically log new Facebook Lead Ads submissions as Zoho CRM leads and record them in Google Sheets for streamlined lead management and tracking.
TRY IT ->Add leads from Facebook Lead Ads to Zoho CRM
Automatically add new Facebook Lead Ads leads to Zoho CRM, ensuring your sales team never misses a potential customer opportunity.
TRY IT ->Add new Facebook Lead Ads leads to Zoho CRM
Effortlessly manage your leads with this powerful automation template! Every time a new lead is generated through Facebook Lead Ads, Make will automatically create a corresponding contact in Zoho CRM. This seamless integration ensures that you never miss a potential customer, streamlining your lead management process and enhancing your sales efforts. Perfect for businesses looking to optimize their lead tracking and follow-up strategies.
TRY IT ->Add a new row in Microsoft Excel for every Stripe event
Streamline your financial tracking by automatically adding new Stripe event data to Microsoft Excel. With this template, every time a new event occurs in Stripe, Make will create a new row in your Excel worksheet, ensuring that your financial records are always up-to-date and easily accessible for analysis. Perfect for businesses looking to enhance their accounting processes and maintain accurate financial documentation.
TRY IT ->Add new Gravity Forms entries as rows in Microsoft Excel
Streamline your data collection process by automatically transferring new entries from Gravity Forms to Microsoft Excel. With this template, every time a new form submission is received in Gravity Forms, Make will seamlessly add a new row to your Excel worksheet, ensuring your data is organized and easily accessible for analysis. This integration eliminates manual data entry, saving you time and reducing the risk of errors. Perfect for managing responses, feedback, or any other data collected through your forms.
TRY IT ->Add a new row in Microsoft Excel for every JotForm submission
Streamline your data collection process by automatically adding new JotForm submissions to Microsoft Excel. With this template, every time a user submits a form on JotForm, Make will create a new row in your Excel worksheet, ensuring that all your responses are organized and easily accessible for analysis. This integration eliminates manual data entry, saving you time and reducing the risk of errors. Perfect for managing surveys, registrations, or feedback forms.
TRY IT ->Send an email with Microsoft Excel workbook as an attachment
Streamline your communication process by automatically sending emails based on data from your Microsoft Excel workbook. This template allows you to extract information from your Excel files and create personalized email messages using Microsoft Email, ensuring that your outreach is efficient and data-driven. Perfect for managing contacts, sending updates, or following up on important tasks, this integration saves you time and enhances your productivity.
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