Integrations Microsoft Excel Capterra
Microsoft Excel + Capterra

Connect Microsoft Excel and Capterra to Build Intelligent Automations

Choose a Trigger

Microsoft Excel

When this happens...

Choose an Action

Capterra

Automatically do this!

Enable Integrations or automations with these events of Microsoft Excel and Capterra

Enable Integrations or automations with these events of Microsoft Excel and Capterra

Actions

Find Row

Find Row

Find a Row in a table by column and value

Create Spreadsheet

Create Spreadsheet

Create a New Spreadsheet

Add Row to Table

Add Row to Table

Add Row to the End of Specific Table

Update Row

Update Row

Update Row

Request a new Action for Microsoft Excel

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Step by step guides to integrate Microsoft Excel and Capterra

Frequently Asked Questions

How do I start an integration between Microsoft Excel and Capterra?

To start, connect both your Microsoft Excel and Capterra accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Capterra (or vice versa).

Can we customize how data from Microsoft Excel is recorded in Capterra?

Absolutely. You can customize how Microsoft Excel data is recorded in Capterra. This includes choosing which data fields go into which fields of Capterra, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Excel and Capterra?

The data sync between Microsoft Excel and Capterra typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Excel to Capterra?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Excel and Capterra?

Yes, you can set conditional logic to control the flow of data between Microsoft Excel and Capterra. 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.

Microsoft Excel

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 More
Capterra

About Capterra

Capterra is a leading online marketplace for software solutions. It helps businesses and professionals compare software, read verified reviews, and find the right tools for their needs across categories like project management, CRM, accounting, HR, and more.

Learn More