Microsoft Excel and Ocean.io Integration

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Enrich Ocean.io prospect data using Microsoft Excel for targeted outreach. Latenode’s visual editor simplifies complex data transformations, and pay-by-execution pricing makes scaling your lead generation workflows affordable and efficient.

Swap Apps

Microsoft Excel

Ocean.io

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Excel and Ocean.io

Create a New Scenario to Connect Microsoft Excel and Ocean.io

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

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Sign In

Run node once

Add the Ocean.io Node

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

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Microsoft Excel

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Ocean.io

Authenticate Ocean.io

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

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Run node once

Configure the Microsoft Excel and Ocean.io 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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Ocean.io Oauth 2.0

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Select an action *

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The action ID

Run node once

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

Microsoft Excel + Ocean.io + Slack: When a new row is added to a specified table in Microsoft Excel, Ocean.io enriches the company data associated with that row. Then, a Slack message is sent to a designated channel, notifying the sales team about the new lead with the enriched information.

Microsoft Excel + Ocean.io + HubSpot: When a new row is added to a table in Microsoft Excel, Ocean.io enriches the company data from that row. Then, HubSpot updates the contact information based on the enriched company data.

Microsoft Excel and Ocean.io 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 Ocean.io

Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.

See how Latenode works

FAQ Microsoft Excel and Ocean.io

How can I connect my Microsoft Excel account to Ocean.io using Latenode?

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

Can I automatically update Ocean.io company data from Excel?

Yes, you can! With Latenode, automate updates from Excel to Ocean.io ensuring data accuracy across platforms. Plus, enrich your workflows with AI for data validation and transformation!

What types of tasks can I perform by integrating Microsoft Excel with Ocean.io?

Integrating Microsoft Excel with Ocean.io allows you to perform various tasks, including:

  • Automatically creating new Ocean.io companies from Excel rows.
  • Updating company information in Ocean.io based on Excel data changes.
  • Triggering actions in Ocean.io when specific criteria are met in Excel.
  • Exporting qualified leads from Ocean.io to a formatted Excel sheet.
  • Enriching company data in Excel using Ocean.io's intelligence.

Can I use custom formulas from Excel inside my Latenode workflows?

Yes! Latenode’s powerful JavaScript blocks let you use Excel formulas to process data for Ocean.io, adding customization beyond simple data transfer.

Are there any limitations to the Microsoft Excel and Ocean.io integration on Latenode?

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

  • Large Excel files may require optimized processing for best performance.
  • Real-time data synchronization depends on the configured workflow schedule.
  • Complex Excel formulas might require JavaScript translation for Latenode.

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