Integrate Excel with Zoho Marketing Automation
Send information between Excel and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Zoho Marketing Automation using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added in site
Triggers when a new row is added to a spreadsheet in site
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added to the bottom of the selected worksheet
Lead removed from list
Triggers when a lead is removed from the selected list
Lead added to list
Triggers when a lead is added to the selected list
All Actions - Actions are the automated tasks
Add row
Adds a new row to the bottom of the selected worksheet
Add row in site
Adds a new row to the selected spreadsheet in your site
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Update row in site
Updates the details of an existing row in an excel sheet from your site
Update row
Updates the details of an existing row
Find row
Finds a row based on column value
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
Find row in site
Finds a row from a spreadsheet in your site
Add lead score
Adds lead score for the specified email address
Create list
Creates a new list
Create or update lead
Creates a new lead or updates the details of an existing lead
Clone campaign
Clones an existing campaign
Add lead to journey
Adds the specified lead to a journey
Create lead tag
Creates a new lead tag
Send email campaign
Sends an existing email campaign
Tag lead
Adds the specified tag to a lead
Update list
Updates the details of an existing list
Unsubscribe lead
Removes a lead from the selected list
Untag lead
Removes the specified tag from a lead
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
Similar apps
What is Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
