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How to connect Microsoft Excel and Apollo
Create a New Scenario to Connect Microsoft Excel and Apollo
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 Apollo will be your first step. To do this, click "Choose an app," find Microsoft Excel or Apollo, 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.
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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 Apollo Node
Next, click the plus (+) icon on the Microsoft Excel node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Microsoft Excel and Apollo 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 Apollo 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, Apollo, 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 Apollo integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Apollo (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 Apollo
Apollo + Microsoft Excel + Slack: When a new contact is found in Apollo, their information is added to a Microsoft Excel spreadsheet, and a notification is sent to a Slack channel to alert the sales team.
Apollo + Microsoft Excel + Gmail: When a new contact is found in Apollo, their information is saved to a Microsoft Excel spreadsheet, and then a personalized email is sent via Gmail.
Microsoft Excel and Apollo 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 Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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See how Latenode works
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FAQ Microsoft Excel and Apollo
How can I connect my Microsoft Excel account to Apollo using Latenode?
To connect your Microsoft Excel account to Apollo 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 Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Apollo contact data with Excel data?
Yes, with Latenode! Automatically update Apollo contacts using Excel data. Enrich contact information, ensure accuracy, and personalize outreach effortlessly with our low-code platform.
What types of tasks can I perform by integrating Microsoft Excel with Apollo?
Integrating Microsoft Excel with Apollo allows you to perform various tasks, including:
- Automatically creating new Apollo contacts from new rows in Microsoft Excel.
- Updating existing Apollo contact information using data from a Microsoft Excel spreadsheet.
- Generating personalized reports in Microsoft Excel based on Apollo data.
- Triggering automated email sequences in Apollo when new data is added to Microsoft Excel.
- Exporting Apollo data to Microsoft Excel for offline analysis and reporting.
How can I automate report generation from Apollo data using Excel?
Latenode automates report creation. Fetch Apollo data, format it in Excel, and generate reports on a schedule using our no-code visual editor and JavaScript blocks.
Are there any limitations to the Microsoft Excel and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Microsoft Excel files may impact workflow execution speed.
- Real-time synchronization depends on the API limits of both Microsoft Excel and Apollo.
- Complex Microsoft Excel formulas may require manual adjustments within Latenode.
