Connect Microsoft Excel and folk
Integrate Microsoft Excel with folk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Microsoft Excel + folk flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Excel
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an action
folk
Automatically do this!
Create Person
Create Company
Update Person
Update Company Details
List Person
List Company
Get a Company
Get a Person
Find Row in Microsoft-excel when Company Added in Folk
Use this flowCreate Spreadsheet in Microsoft-excel when Company Added in Folk
Use this flowUpdate Row in Microsoft-excel when Company Added in Folk
Use this flowAdd Row To Table in Microsoft Excel when Company Added in Folk
Use this flowFind Row in Microsoft-excel when Person Added to Folk
Use this flowCreate Spreadsheet in Microsoft-excel when Person Added to Folk
Use this flowUpdate Row in Microsoft-excel when Person Added to Folk
Use this flowAdd Row To Table in Microsoft Excel when Person Added to Folk
Use this flowFind Row in Microsoft-excel when Company Removed in Folk
Use this flowCreate Spreadsheet in Microsoft-excel when Company Removed in Folk
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Excel and folk.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Added
Triggers when a new company is created or added to a group.
Person Added
Triggers when a new person is created or added to a group.
Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
Company Updated
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
Person Updated
Triggers when a person basic field ( like first name, job title, email or URL ) in a group 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
Add Row To Table
Add a row to an Excel table
Create Person
Create a person with name, job, contacts, company, groups, and custom field values.
Create Company
Create a new company in a selected Folk group, including contact info, basic details, funding, and custom fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Excel and folk workflows.
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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 moreSimilar apps
About folk
Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Excel and folk accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Excel and folk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach folk. No coding required.
Yes. You can set up a workflow where Microsoft Excel triggers actions in folk, and a separate workflow where folk triggers actions in Microsoft Excel. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Excel and folk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Excel and folk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
