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How to connect Microsoft Excel and Contacts+
Create a New Scenario to Connect Microsoft Excel and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Microsoft Excel or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the Microsoft Excel node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Microsoft Excel and Contacts+ 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 Contacts+ 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Microsoft Excel, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Contacts+ (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 Contacts+
Contacts+ + Microsoft Excel + Gmail: When a new contact is added in Contacts+, their information is saved to an Excel spreadsheet. Subsequently, a personalized email is sent to the new contact via Gmail.
Contacts+ + Microsoft Excel + Slack: When a new contact is added to Contacts+, the automation checks for a specific job title. If the job title matches the criteria, the contact's information is saved to Excel, and a notification is sent to a designated Slack channel.
Microsoft Excel and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ Microsoft Excel and Contacts+
How can I connect my Microsoft Excel account to Contacts+ using Latenode?
To connect your Microsoft Excel account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Contacts+ from new Excel entries?
Yes, you can! Latenode allows real-time syncing. Automatically update contact details from Excel, ensuring your Contacts+ data stays accurate and up-to-date, saving time and preventing errors.
What types of tasks can I perform by integrating Microsoft Excel with Contacts+?
Integrating Microsoft Excel with Contacts+ allows you to perform various tasks, including:
- Enrich existing Contacts+ entries with data from Microsoft Excel spreadsheets.
- Create new Contacts+ contacts from Microsoft Excel rows automatically.
- Update Microsoft Excel spreadsheets when contacts are modified in Contacts+.
- Synchronize contact information between Microsoft Excel and Contacts+ regularly.
- Trigger automated email campaigns based on changes in your Microsoft Excel data.
How secure is my Microsoft Excel data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, safeguarding your Microsoft Excel data during integration and automation processes.
Are there any limitations to the Microsoft Excel and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Excel files may impact workflow performance.
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on API availability and rate limits.
