How do I set up the Microsoft Excel and OpenPhone integration?

Setting up is simple: Create a new scenario in Latenode, add Microsoft Excel as your trigger, add OpenPhone as your action, authenticate both apps, configure your workflow and deploy.

Is the Microsoft Excel + OpenPhone integration free?

Latenode offers a generous free tier that includes the Microsoft Excel and OpenPhone integration. You can start building workflows at no cost with no credit card required.

Microsoft Excel and OpenPhone integration

Automate Microsoft Excel + OpenPhone workflows

Connect Microsoft Excel and OpenPhone to build powerful automations — sync data, route events, and orchestrate workflows — without code.

Free plan availableNo credit cardDeploy in 5 min

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Capabilities

Triggers & Actions

Every event and operation available when connecting Microsoft Excel and OpenPhone — from both apps.

Trigger

New Table Row

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Trigger

New Workbook

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Trigger

New Worksheet Row

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Trigger

Events from Call Summaries (Instant)

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Trigger

Events from Call Transcripts (Instant)

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Trigger

Events from Calls (Instant)

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Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

Connect Microsoft Excel

Authenticate Microsoft Excel in Latenode's Credentials panel. You'll need access to your Microsoft Excel account and permissions to create connections.

Connect OpenPhone

Add OpenPhone credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

Build and go live

Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.

Build your Microsoft Excel + OpenPhone automation

Choose a trigger and an action to build your workflow.

When this happens in Microsoft Excel...

...do this in OpenPhone

Or the other way around

When this happens in OpenPhone...

...do this in Microsoft Excel

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between Microsoft Excel and OpenPhone. You can connect them in minutes using our visual workflow builder — no coding required.

Use cases

Explore each app

Start from either hub, then mix triggers and actions with the rest of your stack.

About Microsoft Excel

Official website

Microsoft Excel is a powerful spreadsheet application that enables users to create, edit, and analyze data with ease. Featuring advanced data visualization tools, robust functions for complex calculations, and intuitive charting options, it helps users organize and present their information effectively. Excel supports collaboration through real-time editing and sharing capabilities, making it ideal for team projects. With its integration of data from various sources, Excel streamlines workflows and enhances productivity for individuals and businesses alike.

Database

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Popular Microsoft Excel pairs

Microsoft Excel + Twitch Microsoft Excel + Google sheets Microsoft Excel + Google docs Microsoft Excel + Zoom Microsoft Excel + Jira Microsoft Excel + Spotify Microsoft Excel + AI Agent Microsoft Excel + Salesforce Microsoft Excel + Strava Microsoft Excel + YouTube Microsoft Excel + ChatGPT Microsoft Excel + Giphy Microsoft Excel + QuickBooks Microsoft Excel + Gmail

About OpenPhone

Official website

OpenPhone is a modern phone system designed for businesses, offering features like local and toll-free numbers, team messaging, and voicemail transcription. Seamlessly integrate with your workflow to manage calls and messages efficiently from any device. Enhance collaboration with shared inboxes and easily track customer interactions, ensuring a professional and responsive communication experience. Perfect for remote teams and growing companies, OpenPhone simplifies your business communication with powerful tools and a user-friendly interface.

VoIP & Phone

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