Connect Call Assist to Microsoft Excel and automate any workflow
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
How Zapier works
Zapier makes it easy to integrate Call Assist with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Connect Call Assist 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
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.
- Call Result
- Lead Result
- Team
Try It- External Id
- Lead's Phone Number
- Type Instructions
- Call TypeRequired
- Scheduled TimeRequired
- Team
- instructions_phone
- External Id
- Lead's Phone Number
- Caller IDRequired
- First Name
- Last Name
- Source
- Lead Owner
- Email
- Company
- Category
- Comments
- Tags
- Storage_source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Try It
- Updated Field
Try It- Type Instructions
- Call TypeRequired
- Team
- instructions_phone
- External Id
- Lead's Phone Number
- Caller IDRequired
- First Name
- Last Name
- Source
- Lead Owner
- Email
- Company
- Category
- Comments
- Tags
- External Id
- Lead's Phone Number
- Status
- Result
- First Name
- Last Name
- Email
- Lead Owner
- Team
- Company
- Category
- Comments
- Tags
- Stop Calls
- Storage_source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Try It
Automate Microsoft Excel: get inspired on the Zapier blog
Related categories
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.
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