Chiirp + Microsoft Excel
Add rows in Microsoft Excel when new tags are applied to contacts in Chiirp
Organize and track your client interactions effortlessly with this workflow. Once a new tag is applied to a contact in Chiirp, it will seamlessly create a new row in your Microsoft Excel spreadsheet. This enables an efficient system to monitor and record tags for each contact, providing a clear view of your customer engagement activities from Chiirp within your Excel document. Simplify contact management with this automatic process.
Organize and track your client interactions effortlessly with this workflow. Once a new tag is applied to a contact in Chiirp, it will seamlessly create a new row in your Microsoft Excel spreadsheet. This enables an efficient system to monitor and record tags for each contact, providing a clear view of your customer engagement activities from Chiirp within your Excel document. Simplify contact management with this automatic process.
- When this happens...New Tag Applied to Contact
Triggers when a new Tag is applied to a Contact in Chiirp.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Contact
Triggers when a new Contact is created in Chiirp.
Try ItTag
Try ItFirst Name
Last Name
Full Name
Address Line #1
Address Line #2
City
State
Zip/Postal Code
Phone Number
Alternate Phone Number
Email Address
OK to Send Text MessagesRequired
OK to Send Emails
Birthdate
Custom Fields
Notes
Target Date (Local)
Target Date (UTC)
Campaign on "Yes"
Campaign on "No"
Group on "Yes"
Group on "No"
Tag on "Yes"
Tag on "No"
Phone Number Was
External Reference ID
ActiveProspect: Token
ActiveProspect: Certificate URL
ActiveProspect: Ping URL
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try It
