Microsoft Excel + Close Integration

Connect Microsoft Excel to Close in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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2.

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Ready Workflows Ready Workflows   for Microsoft Excel + Close Integration

Just click on the workflow you want to automate

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

Create Close contact for new Microsoft Excel row

Automatically creating Close 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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Close + Microsoft Excel Integration

Create Microsoft Excel row for new Close contact

When a new contact is created in your Close, 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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Our team can create automations for you... At no extra cost!

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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 Close Automations from
Integrately Community

Most popularmost-popular-automations
01
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
02
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
03
GroovePages logo
Close logo
Create Close contact for new GroovePages response
04
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
05
Formsite logo
Close logo
Create Close contact for new Formsite form submission
cloud
Close
app integration
06
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
07
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
08
OnceHub logo
Close logo
Create Close task for new OnceHub booking
09
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
10
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
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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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Microsoft Excel or Close 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.
Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.