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Connect Elfsquad CPQ and Microsoft Excel to unlock the power of automation

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Quickly connect Elfsquad CPQ to Microsoft Excel with a Zapier template.

Our most popular template

Create Microsoft Excel spreadsheet rows from features in newly submitted Elfsquad quotations
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Elfsquad CPQ + Microsoft Excel
Add rows to Microsoft Excel tables for newly accepted Elfsquad quotations
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Elfsquad CPQ + Microsoft Excel
Add rows to Microsoft Excel for new verified quotations in Elfsquad CPQ
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Elfsquad CPQ + Microsoft Excel
Add new Elfsquad CPQ quotations to a Microsoft Excel table as rows
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Elfsquad CPQ + Microsoft Excel

Create Microsoft Excel spreadsheet rows from features in newly submitted Elfsquad quotations

Elfsquad CPQ + Microsoft Excel

Add rows to Microsoft Excel tables for newly accepted Elfsquad quotations

Elfsquad CPQ + Microsoft Excel

Add rows to Microsoft Excel for new verified quotations in Elfsquad CPQ

Elfsquad CPQ + Microsoft Excel

Add new Elfsquad CPQ quotations to a Microsoft Excel table as rows

Elfsquad CPQ + Microsoft Excel

How Zapier works

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

Select a trigger from Elfsquad CPQ

A trigger is an event that starts your Zap and runs the workflow. For example, with Elfsquad CPQ, a trigger could be "Configuration Model Published."

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 Elfsquad CPQ to Microsoft Excel

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

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

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

Learn about AI automation

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Connect Elfsquad CPQ 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.

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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.

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.

Configuration Model Published
Triggers when a configuration model is published
Trigger
Instant
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New Quotation Created
Triggers when a quotation is created
Trigger
Instant
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New Quotation Requested
Triggers when a quotation is requested
Trigger
Instant
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New Quotation Verified
Triggers when a quotation is verified
Trigger
Instant
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- Entity
- Identifier
  Required
Action
Write

- Entity
- Top
- Skip
- order
- Filter
- Select
- Expand
- Include count
Action
Write
- Entity
- Identifier
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Configuration Added to Quotation
Triggers when configuration is added to a quotation
Trigger
Instant
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New Quotation Pending
Triggers when a quotation is pending
Trigger
Instant
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New Quotation Submitted
Triggers when a quotation is submitted
Trigger
Instant
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- Entity
Action
Write
- Function Name
  Required
Action
Write
- Entity
- Identifier
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

Learn how to automate Microsoft Excel on the Zapier blog

About Elfsquad CPQ

Integrate your existing workflow with the Elfsquad Product Configurator.

Related categories

Developer Tools

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.

Learn moreLearn moreHelpHelp

Related categories

Microsoft Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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