Connect Microsoft Excel and IXACT Contact CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Microsoft Excel and IXACT Contact CRM
Enable Integrations or automations with these events of Microsoft Excel and IXACT Contact CRM
Actions
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 Microsoft Excel and IXACT Contact CRM
Frequently Asked Questions
To start, connect both your Microsoft Excel and IXACT Contact CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in IXACT Contact CRM (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in IXACT Contact CRM. This includes choosing which data fields go into which fields of IXACT Contact CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and IXACT Contact CRM 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 IXACT Contact CRM. 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
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About IXACT Contact CRM
IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.
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