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Integrate CustomerX 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 CustomerX with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from CustomerX

A trigger is an event that starts your Zap and runs the workflow."

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 CustomerX 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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Customers who say using Zapier has made them better at their job

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

Set up your first integration

Quickly connect CustomerX to Microsoft Excel with a Zapier template.

Our most popular template

Create or update CustomerX contacts from new rows in Microsoft Excel
Details
Try it
Microsoft Excel + CustomerX
Create financials in CustomerX for every new row in Microsoft Excel
Details
Try it
Microsoft Excel + CustomerX
Update CustomerX financials when new rows are added in Microsoft Excel
Details
Try it
Microsoft Excel + CustomerX

Create or update CustomerX contacts from new rows in Microsoft Excel

Microsoft Excel + CustomerX

Create financials in CustomerX for every new row in Microsoft Excel

Microsoft Excel + CustomerX

Update CustomerX financials when new rows are added in Microsoft Excel

Microsoft Excel + CustomerX

Make work flow with AI

Level up your CustomerX 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 CustomerX 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

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.

An illustration representing how to automate lead management with Zapier.

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.

Resolve incidents faster with automation

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 CustomerX 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.

- External Id Contract
  Required
- Reason of Cancellation
  Required
Action
Write
- External Id Client
- Description
  Required
- Start Date
  Required
- Final Date
- Contract Value
  Required
- Date Sale
  Required
- Contract Plan ID
- External Id Contract Plan
- Renew In Days
- Seller
- Setup Value
Action
Write
- External Id
- External Id Client
- Identifier
  Required
- Description
  Required
- Date issue
  Required
- Date due
  Required
- Value
  Required
- Status
  Required
- Date payment
- Discont Paid
- Amount paid
Action
Write
- External Id
  Required
- External ID Ticket
  Required
- Title
  Required
- Description
  Required
- Type Activity
  Required
- Date Registration
  Required
- Status
  Required
Action
Write
- External Id
  Required
- E-mail
- External Id Client
- External Id Contact
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

- External Id Client
- Type of Tracking
  Required
- Identifier
  Required
- E-mail
- Date Tracking
- Amount
- Total fixed amount per day
- Total fixed amount per tracking
Action
Write
- External Id
  Required
- External Id Client
- External Id Contact
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

- 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
- 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

- External Id Client
- Company Name
  Required
- Date Register
  Required
- E-mail
- Trading Name
- CNPJ/CPF
- City
- State
- CEP
- Country
- Street
- District
- Number
- Segment
- Service
- Group
- Tag Names
Action
Write
- External Id Contract
  Required
- Description
  Required
- Date Initial of Additive
  Required
- Date Sale
  Required
- Value of Additive
  Required
- Type Additive
  Required
- Date final of Additive
- Note of Additive
- Id External of Additive
- Number of Users of Additve
- Value per Users of Additve
- Contract Plan ID
- Renew In Days
Action
Write
- Note
  Required
- Date Response
  Required
- Date Send
  Required
- Email User
  Required
- Note of Additive
Action
Write
- Name
  Required
- E-mail
- Type of Contact
  Required
- External Id Client
- CNPJ/CPF
- Birthday
Action
Write
- External Id
  Required
- External Id Client
- External Id Contact
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id
- External Id Client
- Identifier
  Required
- Description
  Required
- Date issue
  Required
- Date due
  Required
- Value
  Required
- Status
  Required
- Date payment
- Discont Paid
- Amount paid
Action
Write
- 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
- 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 CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Connect CustomerX to Microsoft Excel on the world's largest no-code automation platform

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