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Integrate Crelate with Microsoft Excel to automate your work

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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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from Crelate

A trigger is an event that starts your Zap and runs the workflow. For example, with Crelate, a trigger could be "New Company."

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 Crelate to Microsoft Excel

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Crelate to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Crelate 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.

Automate your lead management and improve conversions

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Crelate 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.

New Company
Triggers when a company is created.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
- Name
  Required
- External ID
- Description
- Company Type
- Parent Company
- Billing Contact
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write
- Name
  Required
- Job Title
- Company
- External ID
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write

- Body
  Required
- External ID
- Scheduled for
- Announced
- Pinned
- Entity Type
  Required
Action
Write
- Company
  Required
- First Name
  Required
- Middle Name
- Last Name
- Salutation
- External ID
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email
- Personal Website Url
- Website
- Blog
- Facebook
- LinkedIn
- Birthday
- Anniversary Date
- Salary
Action
Write

- Type
  Required
- Replace Tags
  Required
- Tags
  Required
Action
Write
- Company
  Required
- Email Address
- External Primary Key
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
- First Name
  Required
- Middle Name
- Last Name
- Salutation
- External ID
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email
- Personal Website Url
- Website
- Blog
- Facebook
- LinkedIn
- Birthday
- Anniversary Date
- Salary
Action
Write
- Entity Type
  Required
- Body
  Required
- Announced
- Pinned
Action
Write
- Company
  Required
- Name
  Required
- External ID
- Description
- Company Type
- Parent Company
- Billing Contact
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write
- Company
  Required
- Name
  Required
- Job Title
- Company
- External ID
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write
- Company
  Required
- Name
- External Primary Key
Action
Search
- Company
  Required
- Name
- External Primary Key
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

Automate Microsoft Excel: get inspired on the Zapier blog

About Crelate

Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.

Learn more Help

Related categories

HR Talent & Recruitment

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.

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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