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Close + Microsoft Excel Integrations

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Example workflows
Triggers and actions
Close + your other apps
Microsoft Excel + your other apps
FAQ

Close + Microsoft Excel integrations

Connect Close to Microsoft Excel in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Close, Microsoft Excel, and many other popular SaaS applications.

Check below for example workflows using Close and Microsoft Excel, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Close + Microsoft Excel workflows

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Automatically add row to sheet in Microsoft Excel for each lead added in Close

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Create lead automatically in Close for each row added in Microsoft Excel

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Update row automatically in Microsoft Excel for each contact added in Close

Try it

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Automatically update lead in Close for each table row added in Microsoft Excel

Try it

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Create or update row automatically in Microsoft Excel for each opportunity added in Close

Try it

Close Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Lead

edit

Lead changed

target

Lead first meets conditions

add

New lead added

Opportunity

add

New opportunity added

edit

Opportunity changed

target

Opportunity first meets conditions

Microsoft Excel Actions

Sheet

add_box

Add row to sheet

clear_all

Clear row

library_add

Create or update row

Find row(s)

edit

Update row

Table

add_box

Add row to table

library_add

Create or update table row

delete

Delete table row

Find table row(s)

edit

Update table row

Microsoft Excel Triggers

Sheet

add

New row added

edit

Row changed

target

Row first meets conditions

Table

add

New table row added

edit

Table row changed

target

Table row first meets conditions

Close Actions

Contact

add

Create contact

Find contact(s)

edit

Update contact

Lead

add

Create lead

Find lead(s)

edit

Update lead

Opportunity

add

Create opportunity

Find opportunity(ies)

edit

Update opportunity

Task

add

Create task

Find task(s)

edit

Update task

Create your own Close + Microsoft Excel integration

Select a trigger in Close

Select an action in Microsoft Excel

Create your workflow

Or automate Microsoft Excel + Close

Select a trigger in Microsoft Excel

Select an action in Close

Create your workflow

Connect Close to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Microsoft Excel to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Close to Microsoft Excel with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Close or Microsoft Excel to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Close and Microsoft Excel to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Close to Microsoft Excel?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Close and Microsoft Excel—give it a try and let us know what you think.

See why people love Relay.app

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@marcoETmx

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Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

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@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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@typeoneerror

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