Integrations Totango Microsoft Excel
Totango + Microsoft Excel

Connect Totango and Microsoft Excel to Build Intelligent Automations

Choose a Trigger

Totango

When this happens...

Choose an Action

Microsoft Excel

Automatically do this!

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

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

Actions

Get User

Get User

Get details of user account

List Events

List Events

Get all the events form totango.

List Touchpoint Type

List Touchpoint Type

Get all the touchpoint type form totango.

List Touchpoint Tags

List Touchpoint Tags

Get all the touchpoint tags form totango.

List Activity Types

List Activity Types

Get all the Activity Types form totango.

List Teams

List Teams

Get all the teams form totango.

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Step by step guides to integrate Totango and Microsoft Excel

Frequently Asked Questions

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

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

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

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

The data sync between Totango 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 Totango 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 Totango and Microsoft Excel?

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

Totango

About Totango

Totango is a Customer Engagement Management platform.

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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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