How to connect Microsoft Excel and ActiveCampaign
Create a New Scenario to Connect Microsoft Excel and ActiveCampaign
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or ActiveCampaign will be your first step. To do this, click "Choose an app," find Microsoft Excel or ActiveCampaign, and select the appropriate trigger to start the scenario.

Add the Microsoft Excel Node
Select the Microsoft Excel node from the app selection panel on the right.


Microsoft Excel

Configure the Microsoft Excel
Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the ActiveCampaign Node
Next, click the plus (+) icon on the Microsoft Excel node, select ActiveCampaign from the list of available apps, and choose the action you need from the list of nodes within ActiveCampaign.


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Authenticate ActiveCampaign
Now, click the ActiveCampaign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ActiveCampaign settings. Authentication allows you to use ActiveCampaign through Latenode.
Configure the Microsoft Excel and ActiveCampaign Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft Excel and ActiveCampaign Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Save and Activate the Scenario
After configuring Microsoft Excel, ActiveCampaign, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft Excel and ActiveCampaign integration works as expected. Depending on your setup, data should flow between Microsoft Excel and ActiveCampaign (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft Excel and ActiveCampaign
Microsoft Excel + ActiveCampaign + Zoom: When a new row is added to an Excel sheet, a new contact is created or updated in ActiveCampaign. Then, a unique Zoom meeting link is created for the contact and added to the ActiveCampaign contact's notes.
ActiveCampaign + Microsoft Excel + Slack: Once a week, this flow retrieves the latest contact growth data from ActiveCampaign, summarizes it in a new row of an Excel sheet, and posts a summary of the new contacts to a designated Slack channel.
Microsoft Excel and ActiveCampaign integration alternatives

About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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About ActiveCampaign
Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.
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FAQ Microsoft Excel and ActiveCampaign
How can I connect my Microsoft Excel account to ActiveCampaign using Latenode?
To connect your Microsoft Excel account to ActiveCampaign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft Excel and click on "Connect".
- Authenticate your Microsoft Excel and ActiveCampaign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update ActiveCampaign contacts from Excel?
Yes, you can! Latenode's visual editor makes mapping Excel columns to ActiveCampaign fields effortless. Keep your contact lists current with minimal effort and maximum accuracy.
What types of tasks can I perform by integrating Microsoft Excel with ActiveCampaign?
Integrating Microsoft Excel with ActiveCampaign allows you to perform various tasks, including:
- Add new ActiveCampaign contacts from new Microsoft Excel rows.
- Update ActiveCampaign custom fields based on Excel data changes.
- Trigger ActiveCampaign automations from specific Excel value thresholds.
- Export ActiveCampaign contact data to Microsoft Excel for analysis.
- Create new ActiveCampaign deals based on data in your spreadsheets.
Can I use formulas in my Excel data before sending it?
Absolutely! Latenode supports using data transformations and formulas directly from Microsoft Excel within your automations for greater flexibility.
Are there any limitations to the Microsoft Excel and ActiveCampaign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Excel files may require parsing and chunking to avoid timeout errors.
- Complex Excel formulas might need to be simplified for optimal performance.
- Real-time, instant synchronization isn't supported; workflows operate on a schedule.