Connect Microsoft Excel and Apollo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Find Contacts
Update Contact
Update Deal
Search People using email id
Company Enrichment
List All Deals
Search Sequences
Add Contacts To Sequence
Update Contact Status in a Sequence
Search Accounts
Ready to use Microsoft Excel and Apollo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account Created
Runs when a new account is created in Apollo.
New Contact
Runs when a new contact is created in Apollo.
Contact Is Updated
Runs when an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Create Account
Creates a new account in Apollo using the details you provide.
Create Contact
Creates a new contact in your team's Apollo account.
Create Deal
Creates a new deal in your Apollo account.
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Step by step guides to integrate Microsoft Excel and Apollo
Frequently Asked Questions
To start, connect both your Microsoft Excel and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Apollo (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Apollo. This includes choosing which data fields go into which fields of Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Apollo 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 Microsoft Excel and Apollo. 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 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
Learn MoreAbout Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn More
