Microsoft Excel + Apptivo Integration

Connect Microsoft Excel to Apptivo in 1 click

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1.
  • 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
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
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2.

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Ready Workflows Ready Workflows   for Microsoft Excel + Apptivo Integration

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Most popular automationsmost-popular-automations
Microsoft Excel + Apptivo Integration

Create Apptivo contact for new Microsoft Excel row

Automatically creating Apptivo contact records for new Microsoft Excel row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Apptivo + Microsoft Excel Integration

Create Microsoft Excel row for new Apptivo contact

When a new contact is created in your Apptivo, 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 Microsoft Excel Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Excel logo
Telegram logo
Send Telegram message for new Microsoft Excel row
Activate
Chatbot logo
Microsoft Excel logo
Create Microsoft Excel row for new Chatbot response
Activate
Microsoft Excel logo
WhatsApp logo
Send WhatsApp message for new Microsoft Excel row
Activate
WhatsApp logo
Microsoft Excel logo
Create Microsoft Excel row for new message received in WhatsApp
Activate
Elementor Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Elementor Forms form submission
Activate
Microsoft Excel logo
Telegram logo
Send Telegram message for new Microsoft Excel row
Activate
Chatbot logo
Microsoft Excel logo
Create Microsoft Excel row for new Chatbot response
Activate
Microsoft Excel logo
WhatsApp logo
Send WhatsApp message for new Microsoft Excel row
Activate
WhatsApp logo
Microsoft Excel logo
Create Microsoft Excel row for new message received in WhatsApp
Activate
Elementor Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Elementor Forms form submission
Activate
Microsoft Excel logo
Telegram logo
Send Telegram message for updated Microsoft Excel row
Activate
Discord logo
Microsoft Excel logo
Create Microsoft Excel row for new Discord message
Activate
Microsoft Excel logo
WhatsApp logo
Send WhatsApp message for updated Microsoft Excel row
Activate
Microsoft Excel logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Microsoft Excel row
Activate
Microsoft To-Do logo
Microsoft Excel logo
Create Microsoft Excel row for new Microsoft To-Do task
Activate
Microsoft Excel logo
Telegram logo
Send Telegram message for updated Microsoft Excel row
Activate
Discord logo
Microsoft Excel logo
Create Microsoft Excel row for new Discord message
Activate
Microsoft Excel logo
WhatsApp logo
Send WhatsApp message for updated Microsoft Excel row
Activate
Microsoft Excel logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Microsoft Excel row
Activate
Microsoft To-Do logo
Microsoft Excel logo
Create Microsoft Excel row for new Microsoft To-Do task
Activate

Top 10 Most Popular Apptivo Automations from
Integrately Community

Most popularmost-popular-automations
01
Stripe logo
Apptivo logo
Create Apptivo contact for new Stripe contact
02
Google Sheets logo
Apptivo logo
Create Apptivo contact for new Google Sheets row
03
CompanyHub logo
Apptivo logo
Create Apptivo contact for new CompanyHub record
04
Salesforce logo
Apptivo logo
Create Apptivo contact for new Salesforce record
05
Airtable logo
Apptivo logo
Create Apptivo contact for new Airtable record
cloud
Apptivo
app integration
06
Apptivo logo
SmartSuite logo
Create SmartSuite row for new Apptivo contact
07
Apptivo logo
SureCart logo
Create SureCart contact for new Apptivo contact
08
Apptivo logo
Shoprocket logo
Create Shoprocket customer for new Apptivo contact
09
sevDesk logo
Apptivo logo
Create Apptivo contact for new sevDesk contact
10
Apptivo logo
DaySchedule logo
Create DaySchedule event for new Apptivo contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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3
Automation is ready
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You Can Also Connect Microsoft Excel or Apptivo With 1400+ Other Apps

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.
Apptivo
Apptivo
Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.