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Integrate Apollo with Microsoft Excel to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Select a trigger from Apollo

A trigger is an event that starts your Zap and runs the workflow. For example, with Apollo, a trigger could be "Account Updated."

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 Apollo 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

Set up your first integration

Quickly connect Apollo to Microsoft Excel with a Zapier template.

Our most popular template

Add new Apollo contacts to Microsoft Excel as rows effortlessly
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Apollo + Microsoft Excel
Add new Apollo contacts to a Microsoft Excel table row instantly
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Apollo + Microsoft Excel
Update Microsoft Excel rows when Apollo contacts are updated
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Apollo + Microsoft Excel
Add rows in Microsoft Excel for new accounts in Apollo
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Apollo + Microsoft Excel
Create tasks in Apollo from new rows in Microsoft Excel
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Microsoft Excel + Apollo

Add new Apollo contacts to Microsoft Excel as rows effortlessly

Apollo + Microsoft Excel

Add new Apollo contacts to a Microsoft Excel table row instantly

Apollo + Microsoft Excel

Update Microsoft Excel rows when Apollo contacts are updated

Apollo + Microsoft Excel

Add rows in Microsoft Excel for new accounts in Apollo

Apollo + Microsoft Excel

Create tasks in Apollo from new rows in Microsoft Excel

Microsoft Excel + Apollo

Make work flow with AI

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

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Apollo + Microsoft Excel integrations

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

Can I automatically update my Excel sheet when new data is added in Apollo?

Yes, using our triggers, you can set up a process where any new data added in Apollo will automatically be reflected in your Microsoft Excel sheet.

Is it possible to create a new lead in Apollo from an Excel row?

Absolutely, with our actions, you can create workflows that will add a new lead to Apollo whenever a row is added or updated in your Excel sheet.

What triggers can I set for integrating Apollo and Excel?

You can set triggers such as 'New Contact Activity', 'New Email Open', or 'New Data Record' in Apollo. These triggers allow automatic updates and actions to be carried out on your Microsoft Excel worksheets.

Do I need programming skills to integrate Apollo with Microsoft Excel?

No programming skills are necessary. Our platform provides an intuitive interface that allows you to create integrations between Apollo and Microsoft Excel without any coding.

What actions can be performed on an Excel sheet using data from Apollo?

You can perform several actions such as adding rows, updating existing rows, or even creating complex pivot tables all driven by data changes and updates from Apollo.

How do I handle errors during the integration process between Apollo and Excel?

Our platform provides detailed logs and notifications for any errors encountered during the integration process so you can quickly identify and resolve them.

Are there specific formulas supported when integrating with Microsoft Excel?

While our integration focuses more on handling data inputs to your sheets, advanced users may utilize formulas within their cells post-integration based on the input data provided by the workflows created from Apollo.

Connect Apollo 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.

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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.

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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.

Connect Apollo and Microsoft Excel to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

Account Updated
Triggers when an existing Account is updated.
Trigger
Instant
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New Account
Triggers when a new Account is created.
Trigger
Instant
Try It
- Name
  Required
- Domain
- Phone Number
- Raw Address
Action
Write
- Name
  Required
- amount
  Required
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account ID
  Required
- Name
  Required
- Domain
- Phone Number
- Raw Address
Action
Write

- Opportunity Id
  Required
- Name
  Required
- amount
  Required
- Opportunity Stage Id
- Closed Date
- Account ID
  Required
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Organization Name
  Required
- title
- Address
- Website Url
Action
Search or write

- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- title
- Column Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
Try It
New Contact
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Organization Name
  Required
- title
- Email Address
  Required
- Address
- Website Url
Action
Write
- Note
  Required
- Contacts IDs
  Required
- Priority
  Required
- Type
  Required
- Due Date
  Required
- Assigned To
  Required
Action
Write
- Contact ID
  Required
- Last Name
  Required
- First Name
  Required
- Email Address
  Required
- title
- Organization Name
  Required
- Account ID
  Required
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- Email Address
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

Learn how to automate Apollo on the Zapier blog

Learn how to automate Microsoft Excel on the Zapier blog

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Related categories

Sales & CRM

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.

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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