webCRM and Microsoft Excel Integrations | Workload™ Automation

webCRM and Microsoft Excel Integrations

Connect webCRM to Microsoft Excel

Workload lets you integrate webCRM with Microsoft Excel in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.

Integrate webCRM + Microsoft Excel


If this happens in webCRM...

Then do this action in Microsoft Excel!




GO!





How to Integrate webCRM and Microsoft Excel



  • 1. Authenticate your webCRM and Microsoft Excel accounts.

  • 2. Use one of the apps as a trigger to start the workflow.

  • 3. Choose one of the actions from the other app.

  • 4. Map the data fields you want to pass from one app to the other.

  • 5. If you get stuck, we’re here to help! Request help directly from the web application.


Integrate webCRM and Microsoft Excel




Video Tutorial: Integrate webCRM and Microsoft Excel Using Workload



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Supported webCRM + Microsoft Excel Integrations

About webCRM

webCRM helps your sales team with the daily workflow and overview.


Related Categories

CRM (Customer Relationship Management)

Similar webCRM Apps

Yes! webCRM and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to webCRM through it’s OAuth2.0 connection.

Prices for webCRM vary according to usage. For the most accurate pricing, visit https://webcrm.com/pricing for more details.

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. 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

Similar Microsoft Excel Apps

Yes! Microsoft Excel and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Microsoft Excel through it’s OAuth2.0 connection.

Prices for Microsoft Excel vary according to usage. For the most accurate pricing, visit https://excel.com/pricing for more details.