?>

EngageBay + Microsoft Excel Integrations

Appy Pie Connect allows you to automate multiple workflows between EngageBay and Microsoft Excel

About EngageBay

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best EngageBay and Microsoft Excel Integrations

  • EngageBay MailChimp

    EngageBay + MailChimp

    Subscribe new EngageBay contacts to a Mailchimp list Read More...
    When this happens...
    EngageBay New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Now, it's easier than ever to add new contacts from EngageBay Subscribers to your MailChimp list. Integrate your EngageBay with MailChimp and automatically add all your EngageBay to MailChimp mailing list. This EngageBay integration helps you collect valuable data from your customers to help you target your audience with effective marketing campaigns.
    How It Works
    • A new contact is added in EngageBay
    • Appy Pie Connect adds your contact to a Mailchimp list
    Apps Involved
    • EngageBay account
    • Mailchimp account
  • EngageBay Google Contacts

    EngageBay + Google Contacts

    Add your EngageBay contacts to your Google Contacts Read More...
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Do you manually update all your contacts lists with the same information? If you set up this Google Contacts-EngageBay integration, all new Google Contacts will be immediately sent to EngageBay, where contacts will be generated or updated if a match is discovered, saving you time, and preventing omissions.
    The Method of Action
    • A new contact is added to Google Contacts
    • Appy Pie Connect automatically add them to Google Contact
    Apps Involved
    • EngageBay account
    • Google Contacts
  • EngageBay Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    EngageBay New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • EngageBay Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    EngageBay New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • EngageBay Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    EngageBay New Row
     
    Then do this...
    Asana Create Task
    Never cut and paste data again. Appy Pie Connect makes every integration effortless, allowing users to create Asana tasks automatically for every new Excel row that connects with Appy Pie Connect. Once enabled, this Appy Pie Connect integration will monitor any Excel spreadsheet you specify, triggering a task in Asana with each new row you add, keeping you focused on getting things done.
    How This Excel-Asana Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds a task on Asana
    Apps Involved
    • Excel
    • Asana
  • EngageBay Asana

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    EngageBay {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect EngageBay + Microsoft Excel in easier way

It's easy to connect EngageBay + Microsoft Excel without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How EngageBay & Microsoft Excel Integrations Work

  1. Step 1: Choose EngageBay as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate EngageBay with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Excel as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.