Integrations Productlane Microsoft Excel
Productlane + Microsoft Excel

Connect Productlane and Microsoft Excel to Build Intelligent Automations

Choose a Trigger

Productlane

When this happens...

Choose an Action

Microsoft Excel

Automatically do this!

Ready to use Productlane and Microsoft Excel automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Trigger when new company is add in your account.

New Contact

New Contact

Triggers when a new contact is created.

Request a new Trigger for Productlane

Do thisActions

Action is the task that follows automatically within your Productlane integrations.

Create Note

Create Note

Creates a new Note on Productlane.

Create Contact

Create Contact

Creates a new contact.

Create Company

Create Company

Create's a new company in your account.

Delete Company

Delete Company

Delete a specific company by its id.

Create Segment

Create Segment

Creates a new segment.

Delete Contact

Delete Contact

Deletes a specific contact by ID from the contact list.

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 Productlane and Microsoft Excel

Frequently Asked Questions

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

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

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

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

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

The data sync between Productlane and Microsoft Excel 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 Productlane to Microsoft Excel?

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 Productlane and Microsoft Excel?

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

Productlane

About Productlane

Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.

Learn More
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