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Microsoft Excel + Freshworks CRM Integrations

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

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.

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best Microsoft Excel and Freshworks CRM Integrations

  • Microsoft Excel Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel Microsoft Excel

    Gravity Forms + Microsoft Excel

    Create rows on Excel on new Gravity Forms submissions Read More...
    When this happens...
    Microsoft Excel Form Submission
     
    Then do this...
    Microsoft Excel Add Row
    The more quickly your form submissions arrive, the more difficult it might be to keep track of and save them all. You can, however, set up this Connect Flow to catch everything for you. When a new form submission is received in Gravity Forms, it will automatically add that information to a row in a chosen Excel spreadsheet, keeping your sheet up to date for all of your subsequent procedures.
    How This Gravity Forms and Excel Integration Works
    • Gravity Forms has received a new form submission
    • Appy Pie Connect inserts a row to an Excel spreadsheet automatically.
    What You Need
    • Gravity Forms
    • Excel
  • Microsoft Excel Microsoft Excel

    Mautic + Microsoft Excel

    Update an Excel spreadsheet with new Mautic form submissions Read More...
    When this happens...
    Microsoft Excel New Form Entry
     
    Then do this...
    Microsoft Excel Add Row
    Keep all of your Mautic form submissions in one location! Set up this Appy Pie Connect integration to automatically create new rows in an Excel spreadsheet whenever users fill out a form on your Mautic site. This way, you have all of your form submissions recorded in one location which is great for reporting, analytics, and more.
    How This Integration Works
    • A new form is submitted on Mautic
    • Appy Pie Connect creates a new row in your Excel spreadsheet
    Apps Involved
    • Mautic
    • Excel
  • Microsoft Excel Microsoft Excel

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

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

    Triggers
  • 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.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Add Row to Table

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

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Microsoft Excel & Freshworks CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Excel with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshworks CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshworks CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Excel and Freshworks CRM

Microsoft Excel is a software application for Microsoft Windows and Apple Mac OS X, developed by Microsoft Corporation. It features calculation, graphing tops, pivot tables and a macro programming language called Visual Basic for Applications (VBA. It has been a very popular spreadsheet application since it was first released in 1985.

Freshworks CRM is an online help desk software that enables organizations to manage customer relations and drive revenue growth. It helps convert leads into opportunities and close more deals.

Microsoft Excel and Freshworks CRM are two distinct applications which perform different functions. Integration of both applications can be utilized to improve the service delivery of an organization.

Integration of Microsoft Excel and Freshworks CRM

Integration of Microsoft Excel and Freshworks CRM can be achieved by either creating a separate sheet in Microsoft Excel for each Freshworks CRM ticket or by integrating it with the existing Microsoft Excel document. Creation of a separate sheet for each Freshworks CRM ticket will lead to creation of multiple sheets in Excel which is not practical, especially if there are few tickets per day. On the other hand, integration with the existing Microsoft Excel document will allow the user to have all the data regarding the tickets in the same Excel sheet. The benefits of integration are:-

Saves time - When there are many tickets opened in a day, having all the information related to them in one sheet saves time. For eg., instead of looking up all the information about one ticket in six different sheets, it is possible to look it up in one sheet. Saves disk space - Integrating Freshworks CRM with Microsoft Excel helps save disk space as there will be fewer spreadsheets created. Saves effort - Instead of entering the information twice, once in Freshworks CRM and once in Microsoft Excel, with integration, it is easy to just use one source of data.

Benefits of Integration of Microsoft Excel and Freshworks CRM

There are many benefits of integration of Microsoft Excel and Freshworks CRM. Some of them are:-

  • Data Cplection - Both Freshworks CRM and Microsoft Excel can easily cplect data on their respective platforms. By integrating these two platforms, it becomes easy to access the cplected data from any device. 2. Data Analysis - Integration of both platforms gives an opportunity to analyze data using both platforms at one place. 3. Data storage - With integration, it is easier to store data as one does not need to create multiple spreadsheets. 4. Data retrieval - Integration makes it very easy for users to retrieve data from any device they wish to open it on. 5. Cplaboration - Being able to access the same data through different devices helps cplaboration between team members working on different projects. 6. Easy Ticket Generation - As the customer support team member uses Microsoft Excel, he/she can easily create new tickets on Freshworks CRM without leaving his/her workstation. 7. Easy Ticket Respution - Using Microsoft Excel, support team members can quickly respve issues related to tickets by interacting with clients via chat or phone calls. 8. Easy Ticket Closure - Using Microsoft Excel, support team members can close tickets by simply updating these details on the same Spreadsheet. 9. Compliance with Freshworks CRM Rules - In case there is a requirement to adhere to Freshworks CRM rules, it is possible to do so as Microsoft Excel updates its changes immediately on Freshworks CRM. 10. Easy Visibility - Integration allows users to have a complete view of all activities via a single platform i.e., Microsoft Excel. 11. Easy Responsibility Tracking - With integration, it is easier to track who completed certain tasks by accessing them through a single platform i.e., Microsoft Excel 12. Easy Resource Management - With integration, users can see where they need to deploy more resources by accessing the same data from two different platforms i.e., Microsoft Excel and Freshworks CRM within a single platform i.e., Microsoft Excel 13. Easy Service Delivery Visibility - With integration, users can easily gauge how much time they need to spend on a project based on the number of active tasks they have by accessing them from two different platforms i.e., Microsoft Excel and Freshworks CRM within a single platform i.e., Microsoft Excel 14. Easy Visibility of Client Satisfaction - With integration, a user can see how much time they need to spend on a project based on how many tickets their clients have opened by accessing them from two different platforms i.e., Microsoft Excel and Freshworks CRM within a single platform i.e., Microsoft Excel 15. Easy Service Quality Assessment - With integration, a user can assess how much time they need to spend on a project based on how many tickets their clients have opened by accessing them from two different platforms i.e., Microsoft Excel and Freshworks CRM within a single platform i.e., Microsoft Excel 16. Easy Customer Relationship Management - With integration, a user can assess how much time they need to spend on a project based on how many tickets their clients have opened by accessing them from two different platforms i.e., Microsoft Excel and Freshworks CRM within a single platform i.e., Microsoft Excel 17. Easy Accessibility - Since integration makes it possible for users to access the same data from two different platforms i.e., Microsoft Excel and Freshworks CRM within a single platform i.e., Microsoft Excel 18. Easy Clarity - With integration, users can easily assess how much time they need to spend on a project based on how many tickets their clients have opened by accessing them from two different platforms i.e., Microsoft Excel and Freshworks CRM within a single platform i.e., Microsoft Excel 19. Easy Accessibility - Since integration makes it possible for users to access the same data from two different platforms i.e., Microsoft Excel and Freshworks CRM within a single platform i.e., Microsoft Excel 20. Easy Clarity - With integration, users can easily assess how much time they need to spend on a project based on how many tickets their clients have opened by accessing them from two different platforms i.e., Microsoft Excel and Freshworks CRM within a single platform i.e., Microsoft Excel

The process to integrate Microsoft Excel and Freshworks CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.