Microsoft Excel + Trengo Integration

Integrate Microsoft Excel to Trengo in one click, or tell Integrately AI how you want each row handled. Capture new records, create tickets, update contacts, and trigger follow-ups automatically.

Free foreverFree forever.
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
  • Trengo
    New inbound message is added in Trengo Instant
  • Trengo
    New outbound message is added in Trengo Instant
  • Trengo
    New internal note is added in Trengo Instant
  • Trengo
    Phone call is missed in Trengo Instant
  • Trengo
    Phone call is ended in Trengo Instant
  • Trengo
    Phone call is started in Trengo Instant
  • Trengo
    Ticket is assigned in Trengo Instant
  • Trengo
    Ticket is closed in Trengo Instant
  • Trengo
    Ticket is reopened in Trengo Instant
  • Trengo
    Ticket marked as spam in Trengo Instant
  • Trengo
    Ticket unmarked as spam in Trengo Instant
  • Trengo
    Ticket label is added in Trengo Instant
Arrow Right
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
  • Trengo
    Add comment on ticket in Trengo
  • Trengo
    Send a message in Trengo
  • Trengo
    Send a WhatsApp message template in Trengo
  • Trengo
    Send message to ticket in Trengo
  • Trengo
    Send media message to ticket in Trengo
  • Trengo
    Create a ticket in Trengo
  • Trengo
    Reopen a ticket in Trengo
  • Trengo
    Attach a label in Trengo
  • Trengo
    Assign a ticket in Trengo
  • Trengo
    Close ticket in Trengo
  • Trengo
    Mark ticket as spam in Trengo
  • Trengo
    Unmark ticket as spam in Trengo
  • Trengo
    Mark a ticket as favorite in Trengo
  • Trengo
    Unmark a ticket as favorite in Trengo
  • Trengo
    Create a user in Trengo
  • Trengo
    Log a phone call in Trengo
  • Trengo
    Create contact in Trengo
  • Trengo
    Search contact in Trengo
  • Trengo
    Get contact by ID in Trengo
  • Trengo
    Update contact in Trengo
  • Trengo
    Delete contact in Trengo

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Ready Workflows Ready Workflows for Microsoft Excel + Trengo Integration

Capture customer details, create support tickets, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
  • 1of2
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 Microsoft Excel + Trengo flow

Extend your automation by syncing customer data to CRMs, alerting your team on messaging apps, and triggering emails. Pick a combination and activate it in one click.

Microsoft Excel
Trengo
+
ShopifyShopify (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
WhatsAppWhatsApp (3)
+
SlackSlack (3)
S
M
T
Add every new Shopify order as a row in Microsoft Excel, and create a ticket in Trengo
Shopify orders flow straight into Microsoft Excel as new rows while Trengo creates a support ticket, eliminating manual data entry.
S
M
T
When a Shopify order is fulfilled, update the Microsoft Excel row and close the ticket in Trengo
Fulfilled Shopify orders update your Microsoft Excel tracking sheet and automatically close the corresponding ticket in Trengo.
S
M
T
Create a Trengo contact for every new Shopify customer, and log their details in Microsoft Excel
New Shopify customers appear instantly in Trengo as contacts and get recorded in Microsoft Excel for ongoing analysis.

Supported triggers and actions for Microsoft Excel and Trengo

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
Try it →
Row is created or updated in Microsoft Excel
Triggers the automation when a row is created or updated
Try it →
Row is created in table in Microsoft Excel
Triggers the automation when a new row is created in a table
Try it →
Worksheet is created in Microsoft Excel
Triggers the automation when a new worksheet is created
Try it →
Delete row in Microsoft Excel
Removes a row from a sheet in Microsoft Excel
Try it →
Create row in Microsoft Excel
Adds a new row to a designated dataset
Try it →
Update row in Microsoft Excel
Updates a specified row in a spreadsheet or database
Try it →
Search row using column and value in Microsoft Excel
Locates and retrieves rows based on a particular column and value parameter
Try it →
Create row in table in Microsoft Excel
Adds a new row to an existing table
Try it →
Create worksheet in Microsoft Excel
Generates a new worksheet with particular details
Try it →
Trengo
Trengo Triggers & Actions
Instant
New inbound message is added in Trengo
Triggers the automation when a new message is received
Try it →
Instant
New outbound message is added in Trengo
Triggers the automation when a new outbound message is added
Try it →
Instant
New internal note is added in Trengo
Triggers the automation when a new internal note is added
Try it →
Instant
Phone call is missed in Trengo
Triggers the automation when a phone call is missed
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Instant
Phone call is ended in Trengo
Triggers the automation when a phone call is ended
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Instant
Phone call is started in Trengo
Triggers the automation when a phone call is started
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Instant
Ticket is assigned in Trengo
Triggers the automation when a ticket is assigned to a team member
Try it →
Instant
Ticket is closed in Trengo
Triggers the automation when a ticket is closed
Try it →
Instant
Ticket is reopened in Trengo
Triggers the automation when a ticket is reopened
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Instant
Ticket marked as spam in Trengo
Triggers the automation when a ticket is marked as spam
Try it →
Instant
Ticket unmarked as spam in Trengo
Triggers the automation when the spam label from any ticket is removed
Try it →
Instant
Ticket label is added in Trengo
Triggers the automation when a new label is added to a ticket
Try it →
Add comment on ticket in Trengo
Sends a message to a ticket
Try it →
Send a message in Trengo
Sends a message to a recipient
Try it →
Send a WhatsApp message template in Trengo
Sends a whatsapp message template
Try it →
Send message to ticket in Trengo
Sends a message to a ticket
Try it →
Send media message to ticket in Trengo
Sends a media message to a ticket
Try it →
Create a ticket in Trengo
Generates a new ticket
Try it →
Reopen a ticket in Trengo
Reopens a ticket
Try it →
Attach a label in Trengo
Assigns a label to a item
Try it →
Assign a ticket in Trengo
Assigns tickets to team members based on predefined criteria
Try it →
Close ticket in Trengo
Close support tickets based on particular criteria
Try it →
Mark ticket as spam in Trengo
Flag ticket as spam
Try it →
Unmark ticket as spam in Trengo
Unmarks a ticket as spam
Try it →
Mark a ticket as favorite in Trengo
Save important tickets for quick access
Try it →
Unmark a ticket as favorite in Trengo
Unmarks a ticket as a favorite
Try it →
Create a user in Trengo
Creates a new user account
Try it →
Log a phone call in Trengo
Record and save phone call logs
Try it →
Create contact in Trengo
Creates a new contact
Try it →
Search contact in Trengo
Searches for a contact
Try it →
Get contact by ID in Trengo
Retrieves a contact using their id
Try it →
Update contact in Trengo
Updates an existing contact
Try it →
Delete contact in Trengo
Deletes a contact
Try it →

What can you automate with Microsoft Excel + Trengo?

Streamline your data management and customer communication by connecting Microsoft Excel and Trengo.

What you can automate?
🔄
Create Trengo tickets from Microsoft Excel rows
Automatically open a new ticket in Trengo whenever a new row is created in Microsoft Excel. Eliminate manual data transfer between your spreadsheet and customer communication platform.
📋
Capture every submitted spreadsheet column
Map all available Microsoft Excel cell values into corresponding Trengo contact fields or ticket notes instead of basic summaries. Your support team receives complete context.
🔔
Alert team members on new row creation
Notify relevant support agents immediately when a new spreadsheet entry requires attention, ensuring zero lag in customer engagement.
🔀
Route records based on row data
Direct inquiries to different Trengo teams or assign specific ticket tags based on column values like department, priority, or region.
🔄
Keep spreadsheet records updated continuously
Reflect changes made in your communication platform back into Microsoft Excel automatically to maintain a single source of truth.
🔍
Search and update existing contacts
Check if a contact already exists in Trengo before creating a new record, preventing duplicate entries and keeping databases clean.
Handle later status changes smoothly
Update spreadsheet rows when tickets are closed, resolved, or marked as spam in Trengo to keep your historical analysis accurate.
💬
Extend flows with messaging tools
Connect your core Microsoft Excel and Trengo workflow to Slack to broadcast major customer milestones directly to your team channels.
And much more...

Who is Microsoft Excel + Trengo integration for?

Data managers, support leads, and operations teams connect Microsoft Excel and Trengo to eliminate manual data entry and keep customer records perfectly synchronized.

Data analysts and reporting leads
Data analysts and reporting leads
Customer support managers
Customer support managers
Client success account leads
Client success account leads
Operations coordinators
Operations coordinators
Sales development representatives
Sales development representatives
Administrative supervisors
Administrative supervisors
📈
Data analysts and reporting leads
You're managing financial calculations in Microsoft Excel but your communication metrics stay trapped in Trengo, so your performance reports are always missing recent customer interactions — this integration means every message creates an accurate row and your metrics stay current.
Customer support managers
You need to track ticket volumes in Microsoft Excel spreadsheets, but finding out about urgent inquiries hours later delays your response times — automating both apps means every conversation opens a ticket instantly and your team acts without delay.
🤝
Client success account leads
You answer to stakeholders who want progress updates logged in spreadsheets, but manually copying interaction notes leaves frustrating gaps in your history — connecting these apps means every update flows straight into your sheet and client tracking stays flawless.
📊
Operations coordinators
The volume of customer queries is too high for anyone to keep up by hand, leading to missed tracking rows and unassigned requests — with this integration, high-volume data handling runs effortlessly and your operational backlog disappears.
💼
Sales development representatives
You own the outreach stage and depend on upstream teams to hand over spreadsheet data before you can start messaging prospects — automating both apps means new rows trigger customer outreach in Trengo the moment records are added.
🗂️
Administrative supervisors
You need a reliable history of all communication activities, but manual entry errors keep creating discrepancies in your archive — this integration means every record matches perfectly and your historical audits remain bulletproof.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Excel + Trengo

Build and manage your Microsoft Excel + Trengo 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 + Trengo 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 Microsoft Excel to Trengo?
Frequently Asked Questions
You can connect Microsoft Excel and Trengo in one click using ready-made templates on Integrately, or by asking Integrately AI to build the workflow for you. It also integrates with tools like Shopify, HubSpot, and Slack without any coding.
Can I automatically create a Trengo ticket when a new row is added in Microsoft Excel?
Frequently Asked Questions
Can I connect Microsoft Excel, Trengo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Excel and Trengo?
Frequently Asked Questions
How does Microsoft Excel handle data rows in this integration?
Frequently Asked Questions
Can Trengo manage contact updates through this integration?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Excel and Trengo?
Frequently Asked Questions
Is the Microsoft Excel and Trengo integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Microsoft Excel or Trengo With 1500+ Other Apps

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