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Connect Investment Dominator and Microsoft Excel to unlock the power of automation

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

Select a trigger from Investment Dominator

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

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.

    • Property Status
      Required
    • Property Type
      Required
    Trigger
    Polling
    Try It
    • Contact Type
      Required
    • Contact Id
    • Notes
    • First Name
      Required
    • Last Name
    • Email
    • Email Status
    • Company
    • Password
    • Phone
    • Phone Status
    • Cell
    • Cell Status
    • Address
    • Address 2
    • City
    • State
    • Zip
    • Lead Source
    • Interest
    • Property Interested In
    • Put Down Value
    • Monthly Payment
    • Highlighted
    • Tags
    Action
    Write
    • Task Type
    • Task Status
      Required
    • Property Ids
    • Contact Id
    • Notes
    • Owners
    • Location
    • Task Title
      Required
    • Task Description
      Required
    • Public To All
      Required
    • Start Date
      Required
    • Start Time
      Required
    • End Date
      Required
    • End Time
      Required
    • Personal Note
    • Email
    • Tags
    • Assigned To
    • Priority
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Property Type
      Required
    • Property Status
      Required
    Trigger
    Polling
    Try It
    • Property Type
      Required
    • Property Ids
    • Property Status
      Required
    • Caller First Name
      Required
    • Caller Last Name
      Required
    • Property Address
    • Property City
    • Property State
    • Property County
    • Property Zip
    • Property APN
    • Property Legal Description
    • Property Short Legal Description
    • Property Price
    • Property Acres
    • Property Sqft
    • Property Dimension
    • Property Terrain
    • Property Zoning
    • Property Base Tax
    • Property Hoa
    • Property Lien
    • Property Backtax
    • Property Assessed Value
    • Property Market Value / ARV
    • Property Repair Estimate
    • Property Improvements
    • Property Power Line
    • Property Road Access
    • Property Owned Year
    • Property Acquire
    • Property Estimated Value
    • Property Minimum Offer
    • Property Comment
    • Property Agent Name
    • Property Agent Phone
    • Property Seller Agent Name
    • Property Seller Agent Phone
    • Property Admin Note
    • Property Listing Status
    • Property Listing Headline
    • Property Listing Sub Headline
    • Property Description
    • Property Plat Map Link (URL)
    • Property Average Temperature
    • Property Sale Price
    • Property Purchased On
    • Property Purchase Amount
    • Property Purchase Closing Costs
    • Property Sold On
    • Property Sold Amount
    • Property Sold Closing Costs
    • Property Number of Bedroom
    • Property Number of Bathroom
    • Property Current Occupancy
    • Property Rent Value
    • Property Selling Reason
    • Property Urgency
    • Property Currently Foreclosure
    • Property Repair Needed
    • Property Water Damage
    • Owner First Name
    • Owner Last Name
    • 2nd Owner First Name
    • 2nd Owner Last Name
    • Owner Type
    • Owner Company
    • Owner Email
    • Owner Primary Phone
    • Owner Secondary Phone
    • Owner Fax
    • Owner Address
    • Owner Address 2
    • Owner City
    • Owner State
    • Owner Zip
    • Highlighted
    • Tags
    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

Learn how to automate Microsoft Excel on the Zapier blog

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About Investment Dominator
Investment Dominator CRM is a complete real estate investment deal management and automation system for land, home, and note investors.
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  • CRM (Customer Relationship Management)
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    excel logo
    excel logo
    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 moreHelp
    Related categories
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    • Spreadsheets
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    Connect Investment Dominator to Microsoft Excel on the world's largest no-code automation platform

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