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Integrate VanillaSoft with Microsoft Excel to automate your work

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Microsoft ExcelMicrosoft Excel
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

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

Select a trigger from VanillaSoft

A trigger is an event that starts your Zap and runs the workflow. For example, with VanillaSoft, a trigger could be "Result a Contact."
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 VanillaSoft to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

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

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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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Connect VanillaSoft 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
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Start here
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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.

    • VanillaSoft Zap Name
      Required
    • Description
    • VanillaSoft Project Name
      Required
    • Select VanillaSoft Result Codes to associate with this Trigger
    • Email on Error
      Required
    • Send Data Email on Last Error
    • Email last error data to
    Trigger
    Instant
    Try It
    • 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
    • VanillaSoft Zap Name
      Required
    • Description
      Required
    • VanillaSoft Project Name
      Required
    • Email on Success
    • Email on Error
      Required
    • Create New Contacts
      Required
    • Flag New Contacts
      Required
    • Route New Contacts as a First Priority
      Required
    • Delay Routing of New Contacts
    • Create Duplicates For Contacts That Share The Same Phone Number
      Required
    • Flag Duplicates
      Required
    • Error response for duplicate contact
    • Update existing contacts
      Required
    • Update Key Field
      Required
    • Route Updated as a First Priority
      Required
    • Reopen and flag updated contacts (Recommended)
      Required
    Action
    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

Learn how to automate Microsoft Excel on the Zapier blog

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About VanillaSoft
VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
Learn more
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    excel logo
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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.
    Help
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    • Spreadsheets
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