Agile CRM + Microsoft Excel + Webhooks by Zapier Integrations

How to connect Agile CRM + Microsoft Excel + Webhooks by Zapier

Zapier lets you send info between Agile CRM and Microsoft Excel and Webhooks by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Agile CRM + Microsoft Excel + Webhooks by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Agile CRM, Microsoft Excel, and Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Case

    Triggers when a new case is added in Agile CRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Deal

    Triggers when a new Deal is added in AgileCRM.

    Trigger
    Scheduled
    Try It
    • Ticket FilterRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
  • Agile CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is add in AgileCRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Event

    Triggers when a new event is created in Agile CRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Task

    Triggers when a new task is added in the Agile CRM.

    Trigger
    Scheduled
    Try It

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How Agile CRM + Microsoft Excel + Webhooks by Zapier Integrations Work

  1. Step 1: Authenticate Agile CRM, Microsoft Excel, and Webhooks by Zapier.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

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excel logo

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.
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Related categories

  • Microsoft
  • Spreadsheets

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webhook logo

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier