This automation scenario allows you to connect ActiveCampaign and Microsoft Excel
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
ActiveCampaign and Microsoft Excel can also be integrated using automation tools other than zapier:
When this trigger fires in ActiveCampaign
Triggers when a new contact is added to a list.
Then this action happens in Microsoft Excel
Adds a new row to the end of a worksheet.
This guide contains information on how to set up an automatic workflow that allows to Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign.
Part I
First, we need to connect ActiveCampaign and Microsoft Excel to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ActiveCampaign to Zapier.
Give Zapier access to your ActiveCampaign account, using ActiveCampaign credentials.
Connect Microsoft Excel to Zapier.
Give Zapier access to your Microsoft Excel account, using Microsoft Excel credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for ActiveCampaign
Choose the following trigger: New Contact Added to List (Triggers when a new contact is added to a list.).
Then set up an Action for Microsoft Excel
Choose this action: Add Row (Adds a new row to the end of a worksheet.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ActiveCampaign and Microsoft Excel.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign!
Triggers when a new contact is added to a list.
Triggers when a new contact is added or existing contact's details are updated.
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Triggers when a a Tag is added or removed from a Contact
Triggers when a new contact is created.
Triggers when a new contact task is created.
Adds a new row to the end of a worksheet.
Adds a new row to the end of a specific table.
Adds a new worksheet row.
Creates a new spreadsheet
Updates a row in a specific worksheet.
Finds a row by a column and value. Returns the entire row if one is found.
Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
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