Integrations Thoughtly Microsoft Excel
Thoughtly + Microsoft Excel

Connect Thoughtly and Microsoft Excel to Build Intelligent Automations

Choose a Trigger

Thoughtly

When this happens...

Choose an Action

Microsoft Excel

Automatically do this!

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

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

Actions

Search User Details

Search User Details

Search user details by email id.

Create Contact

Create Contact

Create new contact.

Delete Contact

Delete Contact

Delete an contact.

Call Contact

Call Contact

Call a contact

Search Calls

Search Calls

Search calls.

Search Contacts

Search Contacts

Search contacts by phone number.

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 Thoughtly and Microsoft Excel

Frequently Asked Questions

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

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

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

Absolutely. You can customize how Thoughtly 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 Thoughtly and Microsoft Excel?

The data sync between Thoughtly 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 Thoughtly 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 Thoughtly and Microsoft Excel?

Yes, you can set conditional logic to control the flow of data between Thoughtly 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.

Thoughtly

About Thoughtly

Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.

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