Microsoft Excel + Dialpad Integration

Integrate Dialpad to Microsoft Excel in one click, or tell Integrately AI how you want each message handled. Log incoming communications, track call states, update your spreadsheets, and keep records current automatically.

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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
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
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2.
  • Microsoft Excel
    Delete row in Microsoft Excel
  • Microsoft Excel
    Create row in Microsoft Excel
  • Microsoft Excel
    Update row in Microsoft Excel
  • Microsoft Excel
    Search row using column and value in Microsoft Excel
  • Microsoft Excel
    Create row in table in Microsoft Excel
  • Microsoft Excel
    Create worksheet in Microsoft Excel
  • Dialpad
    Send SMS in Dialpad
  • Dialpad
    Send SMS to channel in Dialpad
  • Dialpad
    Create contact in Dialpad
  • Dialpad
    Create call in Dialpad

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Ready Workflows Ready Workflows for Dialpad + Microsoft Excel Integration

Log messages, track call updates, keep sheets current, and review communication history, all in just one click.

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

Send Dialpad message for new Microsoft Excel row

Automatically sending a Dialpad message whenever a new Microsoft Excel row is created helps to ensure that you never miss an important update. Using this Microsoft Excel - Dialpad integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Dialpad message for every new Microsoft Excel row is an essential way to stay on top of your work.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Dialpad + Microsoft Excel flow

Send lead details to your CRM, notify your team, and trigger follow-ups after your data hits the sheet. Pick a combination and activate it in one click.

Microsoft Excel
Dialpad
+
HubSpotHubSpot (6)
+
GmailGmail (5)
+
SalesforceSalesforce (5)
+
Microsoft OutlookMicrosoft Outlook (5)
+
SlackSlack (5)
+
CalendlyCalendly (5)
D
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Create a Microsoft Excel row for every Dialpad SMS, and add a contact in HubSpot
Every Dialpad SMS message creates a new Microsoft Excel row and a corresponding HubSpot contact instantly, keeping your records updated without manual entry.
H
M
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When a HubSpot contact is created, create a Microsoft Excel row and send an SMS in Dialpad
New HubSpot contacts immediately appear in Microsoft Excel while triggering an automated welcome SMS in Dialpad for rapid outreach.
D
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When a Dialpad call state is updated, create a Microsoft Excel row and update the HubSpot deal
Completed Dialpad calls update your Microsoft Excel records and refresh your HubSpot deal stage automatically.
M
H
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Create a HubSpot task for every Microsoft Excel row created from Dialpad, and send an SMS reminder
Microsoft Excel rows generated from Dialpad activity trigger follow-up tasks in HubSpot and notify contacts via SMS.
D
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Use Claude to evaluate Dialpad SMS sentiment, log the result in Microsoft Excel, and create a HubSpot ticket
Claude analyzes incoming Dialpad messages, logs structured summaries in Microsoft Excel, and opens urgent tickets in HubSpot.
H
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When a HubSpot deal is closed won, create a Microsoft Excel row and send a celebration SMS in Dialpad
Won deals in HubSpot log a milestone row in Microsoft Excel and broadcast an SMS notification through Dialpad.

Supported triggers and actions for Microsoft Excel and Dialpad

Mix and match to build the exact automation you need

Microsoft Excel
Microsoft Excel Triggers & Actions
Row is created in Microsoft Excel
Triggers the automation when a new row is added to a spreadsheet
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Row is created or updated in Microsoft Excel
Triggers the automation when a row is created or updated
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Row is created in table in Microsoft Excel
Triggers the automation when a new row is created in a table
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Worksheet is created in Microsoft Excel
Triggers the automation when a new worksheet is created
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Delete row in Microsoft Excel
Removes a row from a sheet in Microsoft Excel
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Create row in Microsoft Excel
Adds a new row to a designated dataset
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Update row in Microsoft Excel
Updates a specified row in a spreadsheet or database
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Search row using column and value in Microsoft Excel
Locates and retrieves rows based on a particular column and value parameter
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Create row in table in Microsoft Excel
Adds a new row to an existing table
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Create worksheet in Microsoft Excel
Generates a new worksheet with particular details
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Dialpad
Dialpad Triggers & Actions
Instant
SMS is sent in Dialpad
Triggers the automation when a text message is sent
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Instant
Call state is updated in Dialpad
Triggers the automation when call details are modified
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Send SMS in Dialpad
Sends a text message to particular recipients
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Send SMS to channel in Dialpad
Sends a text message to a channel
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Create contact in Dialpad
Adds a new contact to the database
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Create call in Dialpad
Initiates a call to the recipient
Try it →

What can you automate with Dialpad + Microsoft Excel?

Streamline your communication tracking and eliminate manual data entry with ready-made workflows.

What you can automate?
📋
Log every Dialpad communication straight into Microsoft Excel
Capture SMS messages and call updates as new spreadsheet rows the moment they occur. Your communication logs stay perfectly organized without manual copy-pasting.
📊
Capture every submitted field in your spreadsheets
Map message content, sender phone numbers, timestamps, and call durations into separate Microsoft Excel columns. Your sheets become a complete reference for review.
🔔
Tell the right team member the moment an update occurs
Send instant channel notifications or emails whenever important calls finish or customer text messages arrive. Stakeholders stay informed without checking logs manually.
🔀
Route actions based on specific SMS or call data
Trigger different follow-up sequences depending on call states or message content. Handle urgent support requests differently from routine inquiries automatically.
🔄
Keep your Excel sheets synchronized as call states change
Update existing spreadsheet rows when ongoing phone conversations progress through different stages. Your tracking tables reflect current status in real time.
🔍
Avoid duplicate rows by searching existing data
Search Microsoft Excel columns before adding new entries to prevent redundant rows. Your tables remain clean, structured, and easy to analyze.
⏱️
Handle later status changes like completed calls or replies
Update spreadsheet statuses when customer interactions conclude or follow-up messages are sent. Historical records accurately reflect final outcomes.
🔗
Extend your Dialpad and Microsoft Excel flow to HubSpot
Connect your communication tracking sheets directly to HubSpot to update customer records and create follow-up tasks automatically.
And much more...

Who is Dialpad + Microsoft Excel integration for?

Teams that manage high-volume communications and need reliable spreadsheet logging without manual copy-pasting.

Performance analysts
Performance analysts
Support managers
Support managers
Account managers
Account managers
Sales development reps
Sales development reps
Operations coordinators
Operations coordinators
Compliance officers
Compliance officers
📈
Performance analysts
You're tracking call metrics and message volumes across teams, but your spreadsheet only updates when someone exports call logs by hand, so the row counts you're reporting against are always hours out of date — with this integration, every communication lands in the sheet instantly and your data stays current.
🚨
Support managers
You oversee customer service phone queues and need immediate visibility into missed calls, but tracking them requires sorting through raw communication exports every morning — with this integration, every call state change is logged in your sheet instantly so your team can respond without delay.
🤝
Account managers
You answer to clients who want regular progress reports on communication history, but compiling call logs into tracking tables takes hours of tedious manual formatting — with this integration, every client interaction is recorded automatically and your reporting sheets remain accurate.
📞
Sales development reps
You're sending dozens of text messages daily and logging every outcome in tracking tables, but the high volume makes manual data entry prone to skipped entries — with this integration, every SMS is saved as a spreadsheet row instantly and your pipeline history stays complete.
⚙️
Operations coordinators
You depend on communication data arriving from phone systems to trigger downstream spreadsheet updates for finance and review, but manual handoffs cause persistent bottlenecks — with this integration, your spreadsheets populate immediately and operational workflows continue without friction.
🛡️
Compliance officers
You need a reliable history of all external customer conversations for audit reviews, but manual recordkeeping leaves noticeable gaps in your archives — with this integration, every call and message is captured in structured rows automatically and audit trails remain flawless.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Excel + Dialpad

Build and manage your Microsoft Excel + Dialpad automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Excel + Dialpad with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Dialpad to Microsoft Excel?
Frequently Asked Questions
You can connect Dialpad to Microsoft Excel in 1 click using ready templates on Integrately. Select a workflow, authorize your accounts, and let Integrately AI handle the setup.
Can I automatically log Dialpad text messages and call updates into Microsoft Excel spreadsheets?
Frequently Asked Questions
Can I connect Dialpad, Microsoft Excel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dialpad and Microsoft Excel?
Frequently Asked Questions
How does Dialpad data trigger rows in Microsoft Excel?
Frequently Asked Questions
Can I update existing Microsoft Excel rows with new Dialpad call notes?
Frequently Asked Questions
Do I need coding skills to automate Dialpad and Microsoft Excel?
Frequently Asked Questions
Is the Dialpad and Microsoft Excel integration free?
Frequently Asked Questions
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You Can Also Connect Dialpad or Microsoft Excel With 1500+ Other Apps

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Microsoft Excel
Popular Microsoft Excel Integrations
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