Connect CB Insights and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect CB Insights to Microsoft Excel with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate CB Insights with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Select a trigger from CB Insights
A trigger is an event that starts your Zap and runs the workflow. For example, with CB Insights, a trigger could be "Get Business Relationships."
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."
That’s it! You just connected CB Insights to Microsoft Excel
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Connect CB Insights 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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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.
- Organization IDRequired
- Limit
Try It- Organization IDs
- Organization name
- Organization URL
- Keyword
- Minimum last funding date
- Maximum last funding date
- Last Funding Round Categories
- Organization Status
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Country IDs
- Region IDs
- State IDs
- City IDs
Try It- Organization name
- Organization URL
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Try It
- Organization IDs
- Funding Round Category IDs
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Region IDs
- Country IDs
- State IDs
- City IDs
- Investor Organization IDs
- Minimum Deal Date
- Maximum Deal Date
- Limit
Try It- Organization IDs
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Try It- Storage_source
- Folder
- SpreadsheetRequired
Try It
Learn how to automate CB Insights on the Zapier blog
Learn how to automate Microsoft Excel on the Zapier blog
About CB Insights
The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.
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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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