Microsoft Excel + Close Integration

Connect Microsoft Excel to Close in 1 click

Integrate Microsoft Excel + Close For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Microsoft Excel + Close Workflows

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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Create Microsoft Excel row for new Close opportunity

Close + Microsoft Excel Integration

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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!

Activate

When Row is created in Microsoft Excel > Create contact in Close > Create opportunity in Close

Microsoft Excel + Close Integration

Activate

When Row is created in Microsoft Excel > Create lead in Close > Create opportunity in Close

Microsoft Excel + Close Integration

Activate

When Row is created in Microsoft Excel > Check any condition > Create contact in Close

Microsoft Excel + Close Integration

Activate

When Row is created in Microsoft Excel > Check any condition > Create lead in Close

Microsoft Excel + Close Integration

Activate

1of1

Create Your Own Microsoft Excel & Close Integration Without Any Code

Create Custom Workflow

Row is created in Microsoft Excel
Row is created or updated in Microsoft Excel
Row is created in table in Microsoft Excel
Worksheet is created in Microsoft Excel
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

Create row in Microsoft Excel
Update row in Microsoft Excel
Search row using column and value in Microsoft Excel
Create row in table in Microsoft Excel
Create worksheet in Microsoft Excel
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Search contact in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

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Integrate Microsoft Excel & Close In 1 Click
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You Can Also Connect Microsoft Excel or Close With 1200+ Other Apps

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.

See Microsoft Excel Integrations

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.

See Close Integrations

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Microsoft Excel + Close Integration

Connect Microsoft Excel to Close in 1 click

Popular Microsoft Excel + Close Workflows

Create Microsoft Excel row for new Close contact

Create Microsoft Excel row for new Close opportunity

Create Close contact for new Microsoft Excel row

When Row is created in Microsoft Excel > Create contact in Close > Create opportunity in Close

When Row is created in Microsoft Excel > Create lead in Close > Create opportunity in Close

When Row is created in Microsoft Excel > Check any condition > Create contact in Close

When Row is created in Microsoft Excel > Check any condition > Create lead in Close

Create Your Own Microsoft Excel & Close Integration Without Any Code

Integrate Microsoft Excel & Close In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Microsoft Excel or Close With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Microsoft Excel + Close Integration

Connect Microsoft Excel to Close in 1 click

Popular Microsoft Excel + Close Workflows

Create Microsoft Excel row for new Close contact

Create Microsoft Excel row for new Close opportunity

Create Close contact for new Microsoft Excel row

When Row is created in Microsoft Excel > Create contact in Close > Create opportunity in Close

When Row is created in Microsoft Excel > Create lead in Close > Create opportunity in Close

When Row is created in Microsoft Excel > Check any condition > Create contact in Close

When Row is created in Microsoft Excel > Check any condition > Create lead in Close

Create Your Own Microsoft Excel & Close Integration Without Any Code

Integrate Microsoft Excel & Close In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Microsoft Excel or Close With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Microsoft Excel & Close In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.