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How Zapier works

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

Select a trigger from Microsoft Excel

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Excel, a trigger could be "New Row."
A trigger is the event that kicks off your automated workflow.

Setup an action from RingCentral

An action is what takes place after the automation is triggered. For example, with RingCentral, the action could be "Create Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Excel to RingCentral

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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 Microsoft Excel to RingCentral integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Excel + RingCentral integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and RingCentral

How can I integrate Microsoft Excel with RingCentral?

You can set up an integration between Microsoft Excel and RingCentral using our automation solutions, which allow you to create workflows that move data between the two applications based on specific triggers. For example, when a new row is added in Excel, it can trigger a message to be sent via RingCentral.

What types of triggers are available when integrating Excel with RingCentral?

When integrating Excel with RingCentral, triggers such as a new row being added, updated or deleted in an Excel sheet can initiate actions within RingCentral, like sending a message or creating a task.

Can I send SMS through RingCentral using data from my Excel spreadsheet?

Yes, you can configure the integration so that specific data entries from your Excel spreadsheet automatically trigger an SMS to be sent via RingCentral. This setup can streamline communication processes directly from your spreadsheets.

Is it possible to update my contact list in RingCentral with changes made in Excel?

Absolutely, you can set up the integration to update your contact list in RingCentral whenever there are changes made to your specified contacts in a linked Excel sheet.

Are attachments supported when sending messages through this integration?

Currently, sending attachments via messages triggered by Microsoft Excel integrations isn't supported directly. The focus is primarily on text-based communication and updates within the applications.

Can I automate call generation using data from my Excel file?

While direct call generation isn't typically automated through this integration due to security measures and specificity of API functions, you could trigger tasks that remind or alert users about calls required for listed contacts.

How do updates occur between these integrated systems?

Updates occur in real-time based on the triggers and actions set up during the configuration of your integration. Whether it's adding new data or updating existing information, it happens instantly across both platforms once triggered.

Connect Microsoft Excel and RingCentral 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.

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.

Learn how to automate Microsoft Excel on the Zapier blog

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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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    About RingCentral
    RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
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