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Quickly connect ActiveCampaign to Microsoft Excel with a Zapier template.

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Add or update ActiveCampaign contacts from new rows on Excel
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Microsoft Excel + ActiveCampaign
Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table
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Microsoft Excel + ActiveCampaign
Update Microsoft Excel rows with new ActiveCampaign automation webhooks
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ActiveCampaign + Microsoft Excel
Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign
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ActiveCampaign + Microsoft Excel
Add rows to Excel for updated ActiveCampaign contact tags.
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ActiveCampaign + Microsoft Excel
Update ActiveCampaign contacts from updated Microsoft Excel rows
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Microsoft Excel + ActiveCampaign

Add or update ActiveCampaign contacts from new rows on Excel

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Microsoft Excel + ActiveCampaign

Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table

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Microsoft Excel + ActiveCampaign

Update Microsoft Excel rows with new ActiveCampaign automation webhooks

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ActiveCampaign + Microsoft Excel

Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign

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ActiveCampaign + Microsoft Excel

Add rows to Excel for updated ActiveCampaign contact tags.

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ActiveCampaign + Microsoft Excel

Update ActiveCampaign contacts from updated Microsoft Excel rows

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Microsoft Excel + ActiveCampaign

Add rows in Microsoft Excel for new or updated ActiveCampaign contacts
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ActiveCampaign + Microsoft Excel
Add rows in Microsoft Excel for new automation webhooks in ActiveCampaign
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ActiveCampaign + Microsoft Excel

How Zapier works

Zapier makes it easy to integrate ActiveCampaign with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from ActiveCampaign

A trigger is an event that starts your Zap and runs the workflow. For example, with ActiveCampaign, a trigger could be "New or Updated Custom Object Record."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ActiveCampaign to Microsoft Excel

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ActiveCampaign to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about ActiveCampaign + Microsoft Excel integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ActiveCampaign and Microsoft Excel

How do I connect ActiveCampaign to Microsoft Excel?

To connect ActiveCampaign to Microsoft Excel, you'll primarily use a third-party tool like Zapier to create a 'Zap' that triggers data flow between the two. You start by setting up a trigger in ActiveCampaign, such as 'New Contact Added,' and then choose an action in Excel like 'Add Row' to log the data.

Can I automatically update Excel with new ActiveCampaign contacts?

Yes, you can set up an automation where a new row is added to your Excel sheet each time a contact is added in ActiveCampaign. This can be done by setting the trigger as 'New Contact' in ActiveCampaign and the action as 'Add Row' in Excel using our integration tool.

What kind of information can be transferred from ActiveCampaign to Excel?

You can transfer various types of information from ActiveCampaign to Excel including contact details (name, email), deal data, account details, and campaign statistics. When setting your integration triggers, ensure you specify which fields you need transferred.

Is it possible to update existing rows in Excel with information from ActiveCampaign?

Yes, it’s possible to update existing rows in Excel with information coming from ActiveCampaign. You would configure your action such that it searches for specific criteria (like email) within your Excel sheet and then updates the corresponding row.

What should I do if my integration is not working properly?

First, ensure that both your ActiveCampaign and Microsoft Excel accounts are properly connected within the integration tool. Double-check if you've selected accurate triggers and actions. We also recommend reviewing any error messages or logs for further insights before reconnecting them.

Are there limitations on the number of records that can be transferred between ActiveCampaign and Excel?

While there typically aren't hard limits imposed by our integration tool on the number of records transferred at once, performance might vary depending on your internet speed and system capabilities. It's advisable to test with smaller batches initially if you're moving large volumes of data.

Can I trigger actions based on campaign events in ActiveCampaign when integrating with Excel?

Yes, you can trigger actions based on specific campaign events such as email opens or link clicks within ActiveCampaign to perform tasks like updating records or logging events into an Excel spreadsheet through our platform.

Connect ActiveCampaign and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
Try It
New Automation Webhook
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.
Trigger
Instant
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- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It

- List
  Required
Trigger
Instant
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- List
  Required
- Importer_note
Trigger
Instant
Try It
- List
  Required
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
Try It
- Name
  Required
- Website
- Owner
Action
Write
- Account ID
  Required
- Name
  Required
- Update Only
  Required
- Account Owner
- Website
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
Action
Write
- Automation
  Required
- Automation Run
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Account ID
  Required
- Job Title
Action
Write
- Contact ID
  Required
- Subscriber Email
  Required
- Action
  Required
- Existing Tags
- Tags
Action
Write
- Custom Object
  Required
- Record ID
- External ID
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account ID
- Contact Email Address
- Description
Action
Write
- Task ID
- Title
  Required
- Contact ID
  Required
- Note
  Required
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Action
  Required
- List
  Required
- Contact ID
  Required
- Subscriber Email
  Required
Action
Write
- Request Method
  Required
- Request URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Request Body
Action
Write
- Account ID
  Required
- Email Address
- Phone Number
Action
Search
- Title
  Required
- Contact Email Address
Action
Search
- Deal Task Title
  Required
- Deal ID
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

- Custom Object
  Required
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Task type
Trigger
Instant
Try It
New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- Importer_note
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Event
  Required
- Tag
Trigger
Instant
Try It
- Account ID
  Required
- Name
  Required
- Website
Action
Write
- List
  Required
- Account ID
  Required
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- Automation
  Required
- Subscriber Email
  Required
Action
Write
- Email Message
  Required
- List
  Required
- Name
  Required
Action
Write
- Account ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
  Required
- Contact ID
  Required
- Note
  Required
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Contact ID
  Required
- Deal ID
  Required
- Role
Action
Write
- Deal
  Required
- Note
  Required
Action
Write
- Account ID
  Required
- Title
  Required
- Value
  Required
- Currency
  Required
- Owner
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
- Status
- Description
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
  Required
Action
Search
- Title
  Required
- Email Address
Action
Search
- Email Address
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Title
  Required
- Additional Request Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Learn how to automate ActiveCampaign on the Zapier blog

Learn how to automate Microsoft Excel on the Zapier blog

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Help

Related categories

Marketing Automation

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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Help

Related categories

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OneDrive

File Management & Storage, Microsoft

Smartsheet

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Connect ActiveCampaign to Microsoft Excel on the world's largest no-code automation platform

Explore ActiveCampaign + Microsoft Excel Integrations

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Connect ActiveCampaign and Microsoft Excel to unlock the power of automation

Set up your first integration

Add or update ActiveCampaign contacts from new rows on Excel

Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table

Update Microsoft Excel rows with new ActiveCampaign automation webhooks

Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign

Add rows to Excel for updated ActiveCampaign contact tags.

Update ActiveCampaign contacts from updated Microsoft Excel rows

Add or update ActiveCampaign contacts from new rows on Excel

Create or update ActiveCampaign contacts from new rows in your Microsoft Excel table

Update Microsoft Excel rows with new ActiveCampaign automation webhooks

Add Microsoft Excel rows for new contacts added to lists in ActiveCampaign

Add rows to Excel for updated ActiveCampaign contact tags.

Update ActiveCampaign contacts from updated Microsoft Excel rows

Add rows in Microsoft Excel for new or updated ActiveCampaign contacts

Add rows in Microsoft Excel for new automation webhooks in ActiveCampaign

How Zapier works

Select a trigger from ActiveCampaign

Setup an action from Microsoft Excel

That’s it! You just connected ActiveCampaign to Microsoft Excel

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about ActiveCampaign + Microsoft Excel integrations

Connect ActiveCampaign and Microsoft Excel to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate ActiveCampaign on the Zapier blog

5 popular ways to use Zapier's ActiveCampaign integration

How to add or update ActiveCampaign contacts for new WooCommerce orders

Learn how to automate Microsoft Excel on the Zapier blog

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Connect ActiveCampaign to Microsoft Excel on the world's largest no-code automation platform

Explore ActiveCampaign + Microsoft Excel Integrations

Explore ActiveCampaign + Microsoft Excel Integrations