How to connect Microsoft Excel and Zoho Mail
Create a New Scenario to Connect Microsoft Excel and Zoho Mail
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 Mail will be your first step. To do this, click "Choose an app," find Microsoft Excel or Zoho Mail, 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 Mail Node
Next, click the plus (+) icon on the Microsoft Excel node, select Zoho Mail from the list of available apps, and choose the action you need from the list of nodes within Zoho Mail.


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Authenticate Zoho Mail
Now, click the Zoho Mail node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Mail settings. Authentication allows you to use Zoho Mail through Latenode.
Configure the Microsoft Excel and Zoho Mail 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 Mail 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, Zoho Mail, 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 Mail integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Zoho Mail (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 Mail
Microsoft Excel + Zoho Mail + Slack: When a new row is added to a Microsoft Excel table, an email is sent via Zoho Mail to confirm the lead, and a message is posted to a designated Slack channel to alert the team.
Zoho Mail + Google Sheets + Microsoft Excel: When a new email arrives in Zoho Mail, its attachments are saved to a Google Sheet, and the sender and subject are written to an Excel sheet.
Microsoft Excel and Zoho Mail 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 Mail
Automate email tasks with Zoho Mail in Latenode. Extract attachments, monitor inboxes, send personalized messages, and trigger follow-up actions based on email content. Use Latenode to connect Zoho Mail with CRMs, databases, and other apps, creating custom workflows that save time and improve response rates without complex coding.
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See how Latenode works
FAQ Microsoft Excel and Zoho Mail
How can I connect my Microsoft Excel account to Zoho Mail using Latenode?
To connect your Microsoft Excel account to Zoho Mail 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 Mail accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send personalized emails from Excel data?
Yes, you can! Latenode allows you to dynamically populate Zoho Mail templates with data from Microsoft Excel, sending customized emails to each recipient automatically. Save time and boost engagement!
What types of tasks can I perform by integrating Microsoft Excel with Zoho Mail?
Integrating Microsoft Excel with Zoho Mail allows you to perform various tasks, including:
- Automatically emailing reports stored in Microsoft Excel on a schedule.
- Creating Zoho Mail contacts from new rows added to a Microsoft Excel spreadsheet.
- Sending email alerts for critical data changes detected in Microsoft Excel.
- Generating personalized email campaigns based on Microsoft Excel customer data.
- Parsing email attachments to update data inside a Microsoft Excel sheet.
How does Latenode handle large Microsoft Excel files?
Latenode can process even very large Microsoft Excel files. Its architecture is optimized for scaling, ensuring efficient data handling without performance bottlenecks.
Are there any limitations to the Microsoft Excel and Zoho Mail integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Microsoft Excel formulas might not be directly transferable.
- Zoho Mail's sending limits still apply within the integration.
- Very large file transfers can be subject to API rate limits.