How to connect Zoho Books and Microsoft Excel
Zoho Books and Microsoft Excel integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 2 more. With the combination of 54 Zoho Books triggers and 54 Microsoft Excel actions, you can create thousands of integration workflows to automate your work.
Popular Workflows for Zoho Books and Microsoft Excel Integration
The integration of Zoho Books and Microsoft Excel can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible through their integration.
- Add new leads to CRM or Customer support platform
Workflow Automation Platforms supported by Zoho Books and Microsoft Excel
Want to automate the exchange of data between Zoho Books and Microsoft Excel without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best fit for your business.
- Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
- Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
- Pipedream. Pipedream is a low code integration platform for developers, which helps to connect APIs fast.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
Zoho Books and Microsoft Excel Integration Price
No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Zoho Books and Microsoft Excel. Nevertheless, understanding the pricing aspects is crucial.
If you're looking to integrate Zoho Books and Microsoft Excel with the help of automation services, we've got you covered. We've gathered and organized pricing information and created a table below showing details for 100, 1K, 10K and 100K basic automations per month.
Basic automations encompass only one trigger and one action. Creating a task after someone fills out a form is a classic example of this.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Free $0 Volume: 10K Plan: Basic $29 Volume: 100K Plan: Business $499 | $0 Free | $0 Free | $29 Basic | $499 Business |
Triggers and Actions supported by Zoho Books and Microsoft Excel
When integrating Zoho Books and Microsoft Excel, you are usually looking for automation suitable for your business request.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting Zoho Books and Microsoft Excel.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Zoho Books and Microsoft Excel integration
Step 1: Use a Workflow Automation Service that is compatible with both Zoho Books and Microsoft Excel. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate Zoho Books and Microsoft Excel on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Select a Trigger for Zoho Books that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for Microsoft Excel. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between Zoho Books and Microsoft Excel and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Zoho Books
Take a look at the list of additional well-known Zoho Books integrations. Zoho Books Integrations
More integrations to Microsoft Excel
Take a look at the list of additional well-known Microsoft Excel integrations. Microsoft Excel Integrations
Frequently Asked Questions
Does Zoho Books integrate with Microsoft Excel?
- You can connect Zoho Books and Microsoft Excel automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect, Integrately or Pipedream to link Zoho Books and Microsoft Excel.
Can you Integrate Zoho Books and Microsoft Excel for free?
- Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect, Integrately or Pipedream to connect Zoho Books to Microsoft Excel for free, albeit with some limitations.