Microsoft Excel + Perspective Integration

Connect Microsoft Excel to Perspective - Automate your workflows in 1-click

Leverage Microsoft Excel automations to effortlessly import, transform, and analyze data from various sources. Set up Perspective automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Microsoft Excel & Perspective using Integrately.

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Ready Workflows For Microsoft Excel + Perspective Integration

Just click on the workflow you want to automate

Create Microsoft Excel row for new Perspective contact

When a new contact is created in your Perspective software, automatically create a row for them in your Microsoft Excel. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.

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Update Microsoft Excel row for new Perspective contact

Perspective + Microsoft Excel Integration

Activate

When Lead is created in Perspective > in {{action.1.App}} > Check any condition > Update row in Microsoft Excel

Perspective + Microsoft Excel Integration

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Create Your Own Microsoft Excel & Perspective Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Microsoft Excel + Perspective Integration

Row is created in Microsoft Excel
Triggers the automation whenever a new row is added to a spreadsheet
Row is created or updated in Microsoft Excel
Triggers the automation whenever a row is created or updated
Row is created in table in Microsoft Excel
Triggers the automation whenever a new row is created in a table
Worksheet is created in Microsoft Excel
Triggers the automation whenever a new worksheet is created
Lead is created in Perspective
Triggers the automation whenever a new lead is created
Instant
Visitor completed a funnel in Perspective
Triggers the automation whenever a visitor completes the funnel journey
Instant

Create row in Microsoft Excel
Automatically adds a new row to a designated dataset
Update row in Microsoft Excel
Automatically updates a specified row in a spreadsheet or database
Search row using column and value in Microsoft Excel
Automatically locate and retrieve rows based on a particular column and value parameter
Create row in table in Microsoft Excel
Automatically adds a new row to an existing table
Create worksheet in Microsoft Excel
Automatically generates a new worksheet with particular details

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Microsoft Excel or Perspective 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

Perspective is the perfect solution for creating high-converting mobile funnels. It helps build beautiful, conversion-optimized funnels in 60 minutes or less - without any design or coding skills to take your mobile marketing to the next level.

See Perspective Integrations