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.
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.
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Shopify (3)
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HubSpot (3)
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Gmail (3)
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Google Sheets (3)
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WhatsApp (3)
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Slack (3)
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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.
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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.
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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.
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Add every new HubSpot contact to Microsoft Excel, and create a follow-up ticket in Trengo
New HubSpot contacts populate your Microsoft Excel analysis sheet while Trengo opens a dedicated support ticket.
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When a HubSpot deal is won, update the Microsoft Excel spreadsheet and close the ticket in Trengo
Closed deals in HubSpot update your Microsoft Excel performance sheet and resolve the related support ticket in Trengo.
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Create a HubSpot contact for every row in Microsoft Excel, and open a welcome ticket in Trengo
Spreadsheet rows become active HubSpot contacts and trigger onboarding communication through Trengo instantly.
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Send an email via Gmail for every Microsoft Excel row created, and log a communication record in Trengo
New spreadsheet rows trigger outbound Gmail messages while Trengo logs the activity for complete team visibility.
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When a new inbound message arrives in Trengo, add a row in Microsoft Excel and notify via Gmail
Trengo messages automatically generate a Microsoft Excel tracking row and send an alert email via Gmail.
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Send a confirmation email in Gmail when a Trengo ticket is closed, and update the Microsoft Excel row
Closed Trengo tickets trigger customer satisfaction emails via Gmail and update your tracking sheet in Microsoft Excel.
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Add every Microsoft Excel row to Google Sheets, and create a corresponding ticket in Trengo
Spreadsheet data mirrors effortlessly into Google Sheets while Trengo opens a tracking ticket for customer follow-up.
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When a Google Sheets row is added, create a Microsoft Excel row and log a contact in Trengo
Google Sheets entries automatically populate Microsoft Excel and establish a new contact record in Trengo.
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Update Google Sheets and Trengo when a Microsoft Excel row is modified
Modified Microsoft Excel rows instantly update your Google Sheets records and refresh the active ticket in Trengo.
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Send a WhatsApp message for every Microsoft Excel row created, and log a ticket in Trengo
New spreadsheet rows trigger immediate WhatsApp notifications while Trengo tracks the communication history.
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When a Trengo ticket is assigned, update Microsoft Excel and send a WhatsApp alert
Assigned Trengo tickets update your Microsoft Excel tracking row and trigger an instant WhatsApp notification.
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Log inbound WhatsApp messages in Microsoft Excel and open a support ticket in Trengo
WhatsApp conversations automatically create Microsoft Excel tracking rows and open corresponding tickets in Trengo.
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Add every Microsoft Excel row to your tracking system, create a Trengo ticket, and notify Slack
New Microsoft Excel rows create Trengo support tickets and broadcast instant notifications to your team in Slack.
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When a Trengo ticket is closed, update the Microsoft Excel row and post an update in Slack
Closed Trengo tickets update your Microsoft Excel tracking spreadsheet and announce the resolution in Slack.
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Post incoming Slack messages to Microsoft Excel as rows and open a ticket in Trengo
Slack messages convert into Microsoft Excel spreadsheet rows and trigger support tickets in Trengo instantly.
Supported triggers and actions for Microsoft Excel and Trengo
Mix and match to build the exact automation you need
Microsoft Excel Triggers & Actions
Row is created in Microsoft Excel
Triggers the automation when a new row is added to a spreadsheet
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.
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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.
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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.
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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.
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Keep spreadsheet records updated continuously
Reflect changes made in your communication platform back into Microsoft Excel automatically to maintain a single source of truth.
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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.
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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.
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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
Customer support managers
Client success account leads
Operations coordinators
Sales development representatives
Administrative supervisors
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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.
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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.
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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.
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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.
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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.
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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 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
Connect Microsoft Excel + Trengo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
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?
Yes, you can automatically create a Trengo ticket whenever a new row is added in Microsoft Excel. Choose a ready automation template or use Integrately AI to set up your custom flow instantly.
Can I connect Microsoft Excel, Trengo, and Slack?
Yes, you can connect Microsoft Excel, Trengo, and Slack in a multi-step workflow. When a row is created in Microsoft Excel, it opens a ticket in Trengo and notifies your team on Slack, alongside 1,500+ other apps.
What is a good Zapier alternative for Microsoft Excel and Trengo?
Integrately is a powerful alternative for connecting Microsoft Excel and Trengo, offering 20 million+ ready automations, 24/5 live chat support, and built-in AI assistance at a fraction of the cost.
How does Microsoft Excel handle data rows in this integration?
Microsoft Excel tracks your data rows and triggers automations whenever new entries are created or updated. You can find a ready automation to sync these rows effortlessly.
Can Trengo manage contact updates through this integration?
Yes, Trengo can create and update contacts automatically based on triggers from your connected apps. Start with a ready automation to keep your customer records accurate.
Do I need coding skills to automate Microsoft Excel and Trengo?
No coding is required to connect Microsoft Excel and Trengo. You can use pre-built templates or let Integrately AI configure your workflows in minutes.
Is the Microsoft Excel and Trengo integration free?