Connect Microsoft Excel and Ploomes
Integrate Microsoft Excel with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Row in Microsoft-excel when Deal Updated in Ploomes
Add Row To Table in Microsoft Excel when New Contact in Ploomes
Update Row in Microsoft-excel when Contact Updated in Ploomes
Add Row To Table in Microsoft Excel when Create Document in Ploomes
Add Row To Table in Microsoft Excel when Update Document in Ploomes
Popular Microsoft Excel + Ploomes 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
Ploomes
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
Update Row in Microsoft-excel when Deal Updated in Ploomes
Use this flowAdd Row To Table in Microsoft Excel when New Contact in Ploomes
Use this flowUpdate Row in Microsoft-excel when Contact Updated in Ploomes
Use this flowAdd Row To Table in Microsoft Excel when Create Document in Ploomes
Use this flowAdd Row To Table in Microsoft Excel when Update Document in Ploomes
Use this flowFind Row in Microsoft-excel when Create Deal in Ploomes
Use this flowUpdate Row in Microsoft-excel when Update Document in Ploomes
Use this flowUpdate Row in Microsoft-excel when New Contact in Ploomes
Use this flowAdd Row To Table in Microsoft Excel when Contact Updated in Ploomes
Use this flowUpdate Row in Microsoft-excel when Create Deal in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Excel and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Update Document
Modify an existing document in Ploomes CRM to change its content or metadata.
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 Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update contact
Update an existing contact by ID with new details 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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Learn how to automate Microsoft Excel and Ploomes 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 Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Excel and Ploomes 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 Ploomes 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 Ploomes. No coding required.
Yes. You can set up a workflow where Microsoft Excel triggers actions in Ploomes, and a separate workflow where Ploomes 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 Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Excel and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.