Freshworks CRM (Freshsales Suite) + Microsoft Excel Integration

Connect Freshworks CRM (Freshsales Suite) to Microsoft Excel in 1 click

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • 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
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2.

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Ready Workflows Ready Workflows   for Freshworks CRM (Freshsales Suite) + Microsoft Excel Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + Microsoft Excel Integration

Create Microsoft Excel row for new Freshworks CRM (Freshsales Suite) contact

When a new contact is created in your Freshworks CRM (Freshsales Suite), 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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Microsoft Excel + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Microsoft Excel row

Automatically creating Freshworks CRM (Freshsales Suite) 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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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Who Is This Integration For?

Sales Managers
Sales Managers
Customer Success Teams
Customer Success Teams
Marketing Analysts
Marketing Analysts
Business Analysts
Business Analysts
Financial Advisors
Financial Advisors
Sales Managers
Sales managers often struggle with keeping their contact data and sales metrics up to date. Manually exporting and importing CRM data into spreadsheets for analysis is time-consuming and error-prone.
Customer Success Teams
Customer success teams need to closely monitor customer interactions and health metrics. Keeping track of these details manually in spreadsheets can lead to delays and inaccuracies, impacting customer satisfaction.
Marketing Analysts
Marketing analysts require actionable insights from CRM data to refine campaigns, but getting this data into Excel for deeper analysis often takes too much manual effort.
Business Analysts
Business analysts rely on precise data visualization and analysis. Without seamless integration, they spend too much time on data preparation when they could be focusing on insights.
Financial Advisors
Financial advisors need up-to-date client interaction logs from the CRM for reporting and compliance, which can be cumbersome and slow to extract without automation.
Freshworks CRM (Freshsales Suite) logo
Microsoft Excel logo

What Can You Automate With Freshworks CRM (Freshsales Suite) + Microsoft Excel

Log new CRM contacts into Excel
Automatically add every new contact you create in FreshworksCRM into a designated Excel spreadsheet. This keeps your contact list effortlessly up to date and easily shareable with your team.
Sync deal closures to Excel for analysis
Whenever a deal is marked as closed in FreshworksCRM, have those details immediately logged into Excel. This ensures your sales analysis and reports are always current without laborious manual updates.
Track customer interactions seamlessly
Log every customer interaction recorded in FreshworksCRM into Excel in real time. You can keep a running tally of engagements without manual data entry, making reviews and strategy sessions easier.
Monitor CRM activity with summarized reports
Automatically generate and update a summary report in Excel each time specified CRM activities occur. This helps you keep a finger on the pulse of your business operations effortlessly.
Automatically document follow-up tasks
When new tasks or follow-up actions are created in FreshworksCRM, list them in Excel to maintain a comprehensive and real-time task tracker. This simplifies task management for your entire team.
And much more...
Automations

Top 10 Most Popular Freshworks CRM (Freshsales Suite) Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Elementor Forms form submission
Activate
Google Sheets logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Google Sheets row
Activate
WordPress logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new WordPress user
Activate
Convert Box logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Convert Box visitor
Activate
ThriveCart logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact from new ThriveCart purchase
Activate
Elementor Forms logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Elementor Forms form submission
Activate
Google Sheets logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Google Sheets row
Activate
WordPress logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new WordPress user
Activate
Convert Box logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Convert Box visitor
Activate
ThriveCart logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact from new ThriveCart purchase
Activate
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity from new Freshworks CRM (Freshsales Suite) contact
Activate
Freshworks CRM (Freshsales Suite) logo
AiSensy logo
Send AiSensy template message for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity for new Freshworks CRM (Freshsales Suite) deal
Activate
Freshworks CRM (Freshsales Suite) logo
MSG91 logo
Send MSG91 sms for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
WhatsApp logo
Send WhatsApp message for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity from new Freshworks CRM (Freshsales Suite) contact
Activate
Freshworks CRM (Freshsales Suite) logo
AiSensy logo
Send AiSensy template message for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity for new Freshworks CRM (Freshsales Suite) deal
Activate
Freshworks CRM (Freshsales Suite) logo
MSG91 logo
Send MSG91 sms for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
WhatsApp logo
Send WhatsApp message for new Freshworks CRM (Freshsales Suite) task
Activate

Top 10 Most Popular Microsoft Excel Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Excel logo
Telegram logo
Send Telegram message for new Microsoft Excel row
02
Chatbot logo
Microsoft Excel logo
Create Microsoft Excel row for new Chatbot response
03
Microsoft Excel logo
WhatsApp logo
Send WhatsApp message for new Microsoft Excel row
04
WhatsApp logo
Microsoft Excel logo
Create Microsoft Excel row for new message received in WhatsApp
05
Elementor Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Elementor Forms form submission
cloud
Microsoft Excel
app integration
06
Microsoft Excel logo
Telegram logo
Send Telegram message for updated Microsoft Excel row
07
Discord logo
Microsoft Excel logo
Create Microsoft Excel row for new Discord message
08
Microsoft Excel logo
WhatsApp logo
Send WhatsApp message for updated Microsoft Excel row
09
Microsoft Excel logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Microsoft Excel row
10
Microsoft To-Do logo
Microsoft Excel logo
Create Microsoft Excel row for new Microsoft To-Do task
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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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You Can Also Connect Freshworks CRM (Freshsales Suite) or Microsoft Excel With 1400+ Other Apps

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite)
Freshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.
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.