Integrate the Zoho CRM API with the Microsoft Excel API

Setup the Zoho CRM API trigger to run a workflow which integrates with the Microsoft Excel API. Pipedream's integration platform allows you to integrate Zoho CRM and Microsoft Excel remarkably fast. Free for developers.

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Popular Ways to Connect Zoho CRM with Microsoft Excel#

Add A Worksheet Tablerow with Microsoft Excel API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Microsoft Excel

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Add A Worksheet Tablerow with Microsoft Excel API on New Event (Instant) from Zoho CRM API

Zoho CRM + Microsoft Excel

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Add A Worksheet Tablerow with Microsoft Excel API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Microsoft Excel

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Add A Worksheet Tablerow with Microsoft Excel API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Microsoft Excel

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Add A Worksheet Tablerow with Microsoft Excel API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Microsoft Excel

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Popular Zoho CRM and Microsoft Excel Triggers#

New Item Updated (Instant) from the Microsoft Excel API

Emit new event when an item is updated.

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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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Popular Zoho CRM and Microsoft Excel Actions#

Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Add A Worksheet Tablerow with the Microsoft Excel API

Adds rows to the end of specific table. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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Update Worksheet Tablerow with the Microsoft Excel API

Update the properties of tablerow object. (Only for work or school account) See the documentation

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Overview of Zoho CRM#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Microsoft Excel#

The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.

Connect Microsoft Excel#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_excel: {
      type: "app",
      app: "microsoft_excel",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.microsoft.com/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.microsoft_excel.$auth.oauth_access_token}`,
      },
    })
  },
})

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