How to connect Microsoft Excel and Zoho Campaigns
Create a New Scenario to Connect Microsoft Excel and Zoho Campaigns
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 Zoho Campaigns will be your first step. To do this, click "Choose an app," find Microsoft Excel or Zoho Campaigns, 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.


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


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Authenticate Zoho Campaigns
Now, click the Zoho Campaigns node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Campaigns settings. Authentication allows you to use Zoho Campaigns through Latenode.
Configure the Microsoft Excel and Zoho Campaigns 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 Zoho Campaigns 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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Webhook response


Save and Activate the Scenario
After configuring Microsoft Excel, Zoho Campaigns, 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 Zoho Campaigns integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Zoho Campaigns (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 Zoho Campaigns
Microsoft Excel + Zoho Campaigns + Zoom: When a new row is added to a Microsoft Excel table, the flow adds the contact to Zoho Campaigns and automatically registers them for a Zoom meeting, sending the meeting details.
Zoho Campaigns + Microsoft Excel + Google Sheets: When a new contact is added to Zoho Campaigns, the flow adds a row with campaign data to an Excel sheet and then adds the data to a Google Sheet for visualization.
Microsoft Excel and Zoho Campaigns 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 Zoho Campaigns
Use Zoho Campaigns in Latenode to automate email marketing based on triggers from other apps. Segment lists, personalize content, and track results using Latenode's visual editor. Connect Zoho Campaigns to CRMs, databases, or payment systems for smarter, automated campaigns. Scale outreach efforts without complex coding or per-step fees.
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FAQ Microsoft Excel and Zoho Campaigns
How can I connect my Microsoft Excel account to Zoho Campaigns using Latenode?
To connect your Microsoft Excel account to Zoho Campaigns 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 Zoho Campaigns accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Zoho Campaigns with Excel data?
Yes, you can! Latenode automates data transfers between Microsoft Excel and Zoho Campaigns. Sync contact lists, track campaign performance, and personalize email marketing, saving you valuable time.
What types of tasks can I perform by integrating Microsoft Excel with Zoho Campaigns?
Integrating Microsoft Excel with Zoho Campaigns allows you to perform various tasks, including:
- Automatically adding new Excel contacts to Zoho Campaigns mailing lists.
- Updating contact information in Zoho Campaigns from Excel spreadsheets.
- Tracking campaign performance data from Zoho Campaigns in Excel reports.
- Creating personalized email campaigns based on Excel data analysis.
- Triggering Zoho Campaigns emails based on changes in an Excel file.
Can I use formulas in Excel before sending data to Zoho Campaigns?
Yes! Latenode allows you to apply Excel formulas and transformations before data is sent to Zoho Campaigns, ensuring accurate and relevant data synchronization.
Are there any limitations to the Microsoft Excel and Zoho Campaigns integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Excel files may require more processing time depending on the workflow.
- Complex Excel formulas might need to be adapted for optimal performance.
- Zoho Campaigns API limits can affect the speed of data synchronization.