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Infusionsoft

Infusionsoft and Microsoft Excel Integration

Create new rows in Microsoft Excel.Gather leads into Infusionsoft, automate marketing and sales process. Do much more by connecting Infusionsoft and Microsoft Excel.

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Popular Integrations

  • Infusionsoft - New Contact Microsoft Excel - Add a Row

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

  • Infusionsoft - New Opportunity Microsoft Excel - Add a Row

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

  • Infusionsoft - New Product Microsoft Excel - Add a Row

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

  • Infusionsoft - New Tag added to Contact Microsoft Excel - Add a Row

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

  • Infusionsoft - New Contact Microsoft Excel - Update a Row

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

  • Infusionsoft - New Company Microsoft Excel - Add a Row

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

  • Infusionsoft - New Contact Action Microsoft Excel - Add a Row

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

  • Infusionsoft - Opportunity Stage Changed Microsoft Excel - Add a Row

    Add a Row in Microsoft Excel on a Opportunity Stage Changed 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

    New Row

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

    Modified Opportunity

    Triggers when a Opportunity is modified
  • Infusionsoft - New Opportunity

    New Opportunity

    Triggers when a Opportunity is created
  • Infusionsoft - New Order

    New Order

    Triggers when a Order is created
  • Infusionsoft - New Invoice

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft - Contact Modified

    Contact Modified

    Triggers when a contact is modified
  • Infusionsoft - New Note

    New Note

    Triggers when a new Note is created
  • Infusionsoft - New Company

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft - New Contact Action

    New Contact Action

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

    New Contact

    Triggers when a new Contact is created
  • Infusionsoft - New Product

    New Product

    Triggers when a new Product is created
  • Infusionsoft - Company Modified

    Company Modified

    Triggers when a company is modified
  • Infusionsoft - New Tag added to Contact

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft - New Task

    New Task

    Triggers when a new Task is created
  • Infusionsoft - Opportunity Stage Changed

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft - New Payment

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft - New Subscription

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft - New Invoice Line Item

    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)

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft - Search an Invoice

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft - Send an Email

    Send an Email

    Send an Email
  • Infusionsoft - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft - Search a Contact

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft - Search a Tag

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft - Search a Product

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft - Add a Company

    Add a Company

    Creates a new Company
  • Infusionsoft - Add or Update a Product

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add a Note

    Add a Note

    Creates a new Note
  • Infusionsoft - Tag a Contact

    Tag a Contact

    Tags a Contact
  • Infusionsoft - Send Email From Template

    Send Email From Template

    Send email using templates in infusionsoft
  • Microsoft Excel - Add a Row

    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

    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

    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.

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Infusionsoft Workflow
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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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