Connect B1G1 to Microsoft Excel and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate B1G1 with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from B1G1

A trigger is an event that starts your Zap and runs the workflow. For example, with B1G1, a trigger could be "New Engagement Impact Submission."

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 B1G1 to Microsoft Excel

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

Connect B1G1 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.

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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.

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Connect B1G1 and Microsoft Excel to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Engagement
Trigger
Scheduled
Try It
- Recurring Impact
  Required
- Quantity
  Required
Action
Write
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write

- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

- Favourite Project
  Required
- Impact Level
  Required
- Quantity
  Required
Action
Write
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
  Required
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

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About B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform

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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.

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