IntegrationsMicrosoft ExcelSegmetrics
Microsoft Excel + Segmetrics

Connect Microsoft Excel and Segmetrics to Build Intelligent Automations

Choose a Trigger

Microsoft Excel

When this happens...

Choose an Action

Segmetrics

Automatically do this!

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

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

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

Get Contact by Email

Get Contact by Email

Returns the full customer journey of a single contact by email

Add or Update Contact

Add or Update Contact

Adds a contact to the specified SegMetrics integration.

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Step by step guides to integrate Microsoft Excel and Segmetrics

Frequently Asked Questions

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

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

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

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

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

The data sync between Microsoft Excel and Segmetrics 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 Segmetrics?

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 Segmetrics?

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

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Segmetrics

About Segmetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.

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