Microsoft Excel + Drift Integration

Integrate Drift to Microsoft Excel in one click, or tell Integrately AI how you want each conversation handled. Track customer interactions, log new rows, update contact details, and review metrics 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
  • Drift
    Email is identified in Drift Instant
  • Drift
    User reached goal in Drift Instant
  • Drift
    New Conversation is started in Drift Instant
  • Drift
    Conversation is pushed in Drift Instant
  • Drift
    Message is created in Drift 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
  • Drift
    Create Contact in Drift
  • Drift
    Update Contact in Drift
  • Drift
    Update contact via non-Drift Id in Drift
  • Drift
    Search contact by email in Drift
  • Drift
    Create Timeline Event in Drift
  • Drift
    Create Conversation in Drift

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Ready Workflows Ready Workflows for Drift + Microsoft Excel Integration

Log new conversations, record messages, update rows, track customer goals, and review analysis data, all in just one click.

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

Connect more apps to your Drift + Microsoft Excel flow

Send notifications to your team, schedule follow-ups, and sync customer details to your CRM once rows are updated. Pick a combination and activate it in one click.

Microsoft Excel
Drift
+
SalesforceSalesforce (6)
+
HubspotHubspot (6)
+
CalendlyCalendly (6)
+
GmailGmail (6)
+
SlackSlack (6)
+
ZoomZoom (6)
D
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Add every new Drift conversation to Microsoft Excel, and create a contact in Salesforce
New Drift conversations appear in Microsoft Excel as new rows within seconds and Salesforce updates immediately, so your team never misses lead details.
D
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When an email is identified in Drift, log a row in Microsoft Excel and update the contact in Salesforce
Identified visitor emails instantly generate Excel rows and update Salesforce contacts, keeping pipeline records accurate.
D
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When a user reaches a goal in Drift, create an Excel row and create a task in Salesforce
Goal completions in Drift instantly log spreadsheet rows and assign follow-up tasks in Salesforce.
D
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When a message is created in Drift, log a row in Microsoft Excel and create a task in Salesforce
Every new message creates an Excel record and sets up a Salesforce task for the support team.
D
C
M
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Use ChatGPT to summarize every Drift conversation, log the summary in Microsoft Excel, and create a lead in Salesforce
AI summarizes chat interactions before logging them in Excel and creating a lead in Salesforce.
D
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S
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Turn every new Drift chat into an Excel row, create a Salesforce opportunity, and send an email in Gmail
New chats generate Excel rows, open Salesforce opportunities, and notify stakeholders via Gmail.

Supported triggers and actions for Microsoft Excel and Drift

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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Drift
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
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Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
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Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
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Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
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Instant
Message is created in Drift
Triggers the automation when a new message is created
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Create Contact in Drift
Adds a new contact to the database
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Update Contact in Drift
Updates contact information with new details
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Update contact via non-Drift Id in Drift
Updates a contact's information using a non-drift id
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Search contact by email in Drift
Finds and retrieves contact information using their email address
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Create Timeline Event in Drift
Creates a new timeline event
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Create Conversation in Drift
Start a new conversation with speicified recipients
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What can you automate with Drift + Microsoft Excel?

Streamline your conversation tracking and spreadsheet updates with powerful, ready-to-use automation workflows.

What you can automate?
📊
Log every new conversation as an Excel row
Automatically create a new row in Microsoft Excel the moment a conversation starts in Drift. Capture visitor details, timestamps, and conversation metadata without manual copy-pasting.
📝
Capture every submitted chat field
Map specific visitor answers, emails, and goal achievements from Drift into dedicated Microsoft Excel columns. Build a detailed repository of customer interactions for deeper analysis.
🔔
Alert your team instantly upon new chats
Combine your spreadsheet logging with instant team notifications so relevant staff members know the second a high-intent prospect starts a conversation in Drift.
🔀
Route data conditionally based on chat inputs
Set up smart rules that direct conversation records to different Excel tables or worksheets depending on the specific criteria and goals reached during the Drift chat.
🔄
Keep spreadsheet records continuously updated
Automatically update existing rows in Microsoft Excel whenever follow-up messages or conversation pushes occur in Drift, ensuring your data never goes stale.
🔍
Search and update without creating duplicates
Use search operations to check existing rows in Microsoft Excel by column values before writing data, ensuring your spreadsheets stay clean and free of duplicate entries.
🎯
Track user goals and milestone achievements
Trigger automated spreadsheet updates whenever a user reaches a defined conversion goal in Drift, giving your team clear visibility into customer progression.
🚀
Extend workflows to team collaboration tools
Take your Drift and Microsoft Excel automation further by connecting Slack, Gmail, or HubSpot to notify stakeholders and trigger downstream business processes instantly.
And much more...

Who is Drift + Microsoft Excel integration for?

Sales and support teams who manage customer conversations and need real-time spreadsheet updates will save hours of manual logging every single week.

Data analysts and reporting managers
Data analysts and reporting managers
Sales representatives
Sales representatives
Client account managers
Client account managers
Customer support leads
Customer support leads
Operations specialists
Operations specialists
Business owners
Business owners
📈
Data analysts and reporting managers
You're tracking customer chats and managing metrics in Drift, but rows in Excel remain empty until someone exports them manually at the end of the week — with this integration, every new conversation lands in your spreadsheet instantly and your reporting numbers stay current.
Sales representatives
You're fielding inbound inquiries in Drift all day, but your tracking sheet only updates when you pause to copy details by hand, so hot prospects sit waiting in chat transcripts — this integration means every new lead is logged in your sheet immediately and your outreach happens faster.
🤝
Client account managers
You're answering client questions in Drift and trying to maintain activity logs, but manual data entry gaps leave missing rows when stakeholders ask for progress updates — automating both apps means every interaction is recorded accurately and your client reporting is always complete.
💬
Customer support leads
You're handling high volumes of support requests in Drift, but tracking ticket rows by hand becomes impossible during peak hours and records fall behind — connecting these apps means every conversation row populates automatically and your support volume is easy to manage.
🔄
Operations specialists
You depend on chat details from Drift to update downstream tracking sheets, but delayed manual handoffs break your pipeline visibility — integrating these apps means every conversation detail flows straight into Excel without waiting on manual copy-pasting.
🗂️
Business owners
You rely on historical chat logs for business forecasting, but inconsistent manual record-keeping leaves blind spots in your master spreadsheets — this integration means every conversation is captured systematically and your historical audit trail remains pristine.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Microsoft Excel + Drift

Build and manage your Microsoft Excel + Drift 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 + Drift 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 Drift to Microsoft Excel?
Frequently Asked Questions
You can connect Drift to Microsoft Excel in 1-click using ready-made templates or ask Integrately AI to build the integration for you. It also supports tools like Slack, Gmail, and Salesforce to extend your workflows.
Can I automatically log new Drift conversations as rows in Microsoft Excel?
Frequently Asked Questions
Can I connect Drift, Microsoft Excel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Drift and Microsoft Excel?
Frequently Asked Questions
How does Drift handle identified emails when sending data to Excel?
Frequently Asked Questions
Can I update existing Microsoft Excel rows when conversations are pushed in Drift?
Frequently Asked Questions
Do I need coding skills to automate Drift and Microsoft Excel?
Frequently Asked Questions
Is the Drift and Microsoft Excel integration free?
Frequently Asked Questions
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