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Infusionsoft

Infusionsoft and Microsoft Excel Integration

Create new rows in spreadsheets automatically. Connect Infusionsoft and Microsoft Excel. Run workflows.

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Popular Integrations

  • Infusionsoft Microsoft Excel

    Add a Row in Microsoft Excel on a New Contact in Infusionsoft

  • Infusionsoft Microsoft Excel

    Add a Row in Microsoft Excel on a New Opportunity in Infusionsoft

  • Infusionsoft Microsoft Excel

    Add a Row in Microsoft Excel on a New Product in Infusionsoft

  • Infusionsoft Microsoft Excel

    Add a Row in Microsoft Excel on a New Tag added to Contact in Infusionsoft

  • Infusionsoft Microsoft Excel

    Update a Row in Microsoft Excel on a New Contact in Infusionsoft

  • Infusionsoft Microsoft Excel

    Add a Row in Microsoft Excel on a New Contact Action in Infusionsoft

  • Infusionsoft Microsoft Excel

    Add a Row in Microsoft Excel on a Opportunity Stage Changed in Infusionsoft

  • Infusionsoft Microsoft Excel

    Add a Row in Microsoft Excel on a New Company in Infusionsoft

Looking for something else?

Create your own Integration

Connect Infusionsoft and Microsoft Excel the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Microsoft Excel

    New Row

    Triggers when a new row is added to the specified spreadsheet
  • Infusionsoft

    New Opportunity

    Triggers when a new Opportunity is created
  • Infusionsoft

    New Contact

    Triggers when a new contact is created
  • Infusionsoft

    New Contact Action

    Triggers when a new Contact Action (tasks,appointments or notes) is created
  • Infusionsoft

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft

    New Product

    Triggers when a new product is created
  • Infusionsoft

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.

Do this

ACTIONS
  • Infusionsoft

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft

    Send an Email

    Send an Email
  • Infusionsoft

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft

    Add a Company

    Creates a new Company
  • Infusionsoft

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft

    Add an Order

    Creates a new Order
  • Infusionsoft

    Add a Note

    Creates a new Note
  • Infusionsoft

    Tag a Contact

    Tags a Contact
  • Infusionsoft

    Send Email From Template

    Send email using templates in infusionsoft
  • Microsoft Excel

    Add a Row

    Adds a new row to the end of the selected worksheet.NOTE: This action doesn't support personal Outlook accounts as they are currently NOT supported by the beta API for Microsoft Excel Online
  • Microsoft Excel

    Update a Row

    Updates a row in the selected worksheet.NOTE: This action doesn't support personal Outlook accounts as they are currently NOT supported by the beta API for Microsoft Excel Online
  • Microsoft Excel

    Search Rows

    Searches a specific column in a specific sheet for a value and returns the first row where the value is found

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Typeform
Wufoo
Google Forms

Forms

Microsoft Excel Workflow
Infusionsoft Workflow
Salesforce
HubSpot CRM
Microsoft Dynamics

CRM

Connect Infusionsoft and Microsoft Excel with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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