Microsoft Excel and Nimble Integration

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Sync Microsoft Excel data with Nimble to automate contact updates and lead management. Latenode's visual editor simplifies complex data flows, while affordable execution-based pricing handles scaling without cost concerns.

Swap Apps

Microsoft Excel

Nimble

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Excel and Nimble

Create a New Scenario to Connect Microsoft Excel and Nimble

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 Nimble will be your first step. To do this, click "Choose an app," find Microsoft Excel or Nimble, 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.

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Connect Microsoft Excel

Sign In

Run node once

Add the Nimble Node

Next, click the plus (+) icon on the Microsoft Excel node, select Nimble from the list of available apps, and choose the action you need from the list of nodes within Nimble.

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Authenticate Nimble

Now, click the Nimble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Nimble settings. Authentication allows you to use Nimble through Latenode.

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Sign In

Run node once

Configure the Microsoft Excel and Nimble Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the Microsoft Excel and Nimble 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, Nimble, 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 Nimble integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Nimble (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 Nimble

Nimble + Microsoft Teams + Microsoft Excel: When a new contact is added or updated in Nimble, a message is sent to a Microsoft Teams channel, and the contact details are logged in an Excel sheet.

Nimble + Microsoft Excel + Outlook: When a new task is created in Nimble, log the task details into an Excel sheet and schedule a follow-up reminder in Outlook by sending an email.

Microsoft Excel and Nimble 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.

About Nimble

Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.

See how Latenode works

FAQ Microsoft Excel and Nimble

How can I connect my Microsoft Excel account to Nimble using Latenode?

To connect your Microsoft Excel account to Nimble 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 Nimble accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add Nimble contacts from new Excel rows?

Yes, you can! Latenode's visual editor makes it easy to map Excel data to Nimble fields, automating contact creation and saving you time on manual data entry.

What types of tasks can I perform by integrating Microsoft Excel with Nimble?

Integrating Microsoft Excel with Nimble allows you to perform various tasks, including:

  • Create new Nimble contacts from updated rows in a Microsoft Excel spreadsheet.
  • Update contact details in Nimble based on changes in Microsoft Excel.
  • Generate customized reports from Nimble data and export to Microsoft Excel.
  • Enrich Excel data with contact information pulled directly from Nimble.
  • Trigger email campaigns in Nimble based on data thresholds in Microsoft Excel.

How secure is my Microsoft Excel data when using Latenode?

Latenode uses industry-standard encryption and security protocols to ensure your Microsoft Excel data is protected at all times during integration and automation.

Are there any limitations to the Microsoft Excel and Nimble integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large Excel files might take longer to process depending on the number of rows.
  • Complex Excel formulas might not directly translate into Nimble fields.
  • Custom field mappings require careful configuration to ensure data accuracy.

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