Agile CRM + Microsoft Excel Integration

Connect Agile CRM to Microsoft Excel in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Microsoft Excel
    Row is created in Microsoft Excel
  • Microsoft Excel
    Row is created or updated in Microsoft Excel
  • Microsoft Excel
    Row is created in table in Microsoft Excel
  • Microsoft Excel
    Worksheet is created in Microsoft Excel
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Microsoft Excel Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Agile CRM + Microsoft Excel Integration

Create Microsoft Excel row for new Agile CRM contact

When a new contact is created in your Agile CRM, you can automatically create a row for them in your Microsoft Excel. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Microsoft Excel Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Excel logo
Telegram logo
Send Telegram message for new Microsoft Excel row
02
Chatbot logo
Microsoft Excel logo
Create Microsoft Excel row for new Chatbot response
03
Microsoft Excel logo
WhatsApp logo
Send WhatsApp message for new Microsoft Excel row
04
WhatsApp logo
Microsoft Excel logo
Create Microsoft Excel row for new message received in WhatsApp
05
Elementor Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Elementor Forms form submission
cloud
Microsoft Excel
app integration
06
Microsoft Excel logo
Telegram logo
Send Telegram message for updated Microsoft Excel row
07
Discord logo
Microsoft Excel logo
Create Microsoft Excel row for new Discord message
08
Microsoft Excel logo
WhatsApp logo
Send WhatsApp message for updated Microsoft Excel row
09
Microsoft Excel logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Microsoft Excel row
10
Microsoft To-Do logo
Microsoft Excel logo
Create Microsoft Excel row for new Microsoft To-Do task
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Microsoft Excel With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Microsoft Excel
Microsoft Excel
Excel is the best tool to make your calculations and data analysis easier. It is a powerful tool that provides you with the ability to manipulate and analyze large sets of data via simple functions and formulas.