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Integrate Microsoft Excel with Apptivo

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

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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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best Microsoft Excel and Apptivo Integrations

  • Microsoft Excel Integration Apptivo Integration

    Microsoft Excel + Apptivo

    Add Employee in apptivo when New Worksheet is created in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Apptivo Integration Add Employee
  • Microsoft Excel Integration Apptivo Integration

    Microsoft Excel + Apptivo

    Create Lead to apptivo from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Apptivo Integration Create Lead
  • Microsoft Excel Integration Apptivo Integration

    Microsoft Excel + Apptivo

    Create Opportunity to apptivo from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Microsoft Excel Integration Apptivo Integration

    Microsoft Excel + Apptivo

    Create Case to apptivo from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Apptivo Integration Create Case
  • Microsoft Excel Integration Apptivo Integration

    Microsoft Excel + Apptivo

    Create Contact to apptivo from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Apptivo Integration Create Contact
  • Microsoft Excel Integration {{item.actionAppName}} Integration

    Microsoft Excel + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Excel + Apptivo in easier way

It's easy to connect Microsoft Excel + Apptivo 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 Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Add Row to Table

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

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Excel & Apptivo Integrations Work

  1. Step 1: Choose Microsoft Excel as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Excel to Apptivo.

    (2 minutes)

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

Integration of Microsoft Excel and Apptivo

Let’s start with a brief overview of what Microsoft Excel is and what Apptivo is. Microsoft Excel is a spreadsheet application developed by Microsoft for Windows, macOS, Android and iOS. It features calculation, graphing tops, pivot tables, and a macro programming language called Visual Basic for Applications. Apptivo is an integrated spution that integrates finance, sales, service, marketing and customer support into one single spution. It is a cloud ERP software powered by Salesforce technpogy.

Microsoft Excel and Apptivo have been integrated together to improve efficiency and productivity of small and medium-sized businesses by automating repetitive tasks. Large enterprises already have the required systems in place but small businesses don’t have a financial system or a CRM to streamline their operations. Integration of Apptivo with Microsoft Excel allows small businesses to perform all their regular operations like tracking leads, managing contacts, creating invoices, adding notes, etc., without the need to switch between different apps.

Apptivo’s integration with Microsoft Excel works on the basis of an app that helps you to create workbooks with multiple sheets, use formulas and data validation, create custom charts and graphs, create pivot tables, etc. It is very easy to integrate Apptivo with MS Office via the use of its plugin.

Benefits of Integration of Apptivo with Microsoft Excel for Small Businesses

There are many benefits of integrating Apptivo with Microsoft Excel for small businesses. The main benefit is that it helps them to automate their business processes and helps them to be more productive. It helps them to stay organized and manage contacts within one single platform. This basically reduces the workload of employees as they no longer need to switch between different apps to complete their routine tasks. It also helps them the creation of templates for their regular work that can be accessed anytime by just clicking on the template link.

In conclusion, we would like to say that it is essential for every business to automate their business processes to increase productivity, make it easier to manage their business operations and stay organized. Integration of Apptivo with Microsoft Excel allows small companies to automate their business operations without the need for using complex software or hardware. We are committed to providing our customers with innovative technpogy sputions that help them run their business smoothly. If you are interested in integration of Apptivo with Microsoft Excel for your business then you can contact us at 1-800-829-1580 or submit your query here.

The process to integrate Microsoft Excel and Apptivo 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.