How to connect Sales Cookie + Microsoft Excel + Microsoft Office 365
Zapier lets you send info between Sales Cookie and Microsoft Excel and Microsoft Office 365 automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Sales Cookie + Microsoft Excel + Microsoft Office 365
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Sales Cookie, Microsoft Excel, and Microsoft Office 365. And don’t forget that you can add more apps and actions to create complex workflows.
Plan NameRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Transaction DateRequired
Unique ID
Revenue
Profit
Currency
Transaction Status
Customer
Product / Service
Owner / Sold By #1
Owner / Sold By #2
Owner / Sold By #3
Team / Territory #1
Team / Territory #2
Team / Territory #3
Quantity
Cost Per Unit
Taxes
Other Text #1
Other Text #2
Other Text #3
Other Numeric #1
Other Numeric #2
Other Numeric #3
Other Date #1
Other Date #2
Other Date #3
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
How Sales Cookie + Microsoft Excel + Microsoft Office 365 Integrations Work
- Step 1: Authenticate Sales Cookie, Microsoft Excel, and Microsoft Office 365.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
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
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.