Connect Customers.ai and Microsoft Excel to Build Intelligent Automations
Enable Integrations or automations with these events of Customers.ai and Microsoft Excel
Enable Integrations or automations with these events of Customers.ai and Microsoft Excel
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Add Row to Table
Add Row to the End of Specific Table
Update Row
Update Row
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Step by step guides to integrate Customers.ai and Microsoft Excel
Frequently Asked Questions
To start, connect both your Customers.ai and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Microsoft Excel (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Microsoft Excel. This includes choosing which data fields go into which fields of Microsoft Excel, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Microsoft Excel typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Customers.ai and Microsoft Excel. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
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