Act! + Microsoft Excel Integrations, Built by an AI Agent
Put Act! + Microsoft Excel to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Act! and Microsoft Excel
See the kind of workflows teams build with Act! and Microsoft Excel below — describe the exact one you want above and the Agent builds it on demand.
Act! + Microsoft Excel
When a new opportunity is created in Act!, record opportunity details in Microsoft Excel.
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Create contacts from rows
When a new row is added in Microsoft Excel, create a contact in Act!.
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Keep deal rows current
When a deal stage changes in Act!, update its row in Microsoft Excel.
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Browse the full workflow library →
Looking to achieve something else with Act! and Microsoft Excel?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Act! and Microsoft Excel
Everything Act! and Microsoft Excel can do inside a workflow — the triggers that start one and the actions that run when it fires.
Act! Explore Act! →
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
TriggersTriggers when a new contact is created.
Triggers when a Contact is updated.
Triggers when a new opportunity is created.
Adds an activity to a contact.
Adds a note to a contact.
Creates a new opportunity.
Creates a new contact.
Adds a history to a contact.
Creates a new group.
Microsoft Excel Explore Microsoft Excel →
Microsoft Excel is a spreadsheet application used for organizing, analyzing, and visualizing data in tabular form.
TriggersTriggers when a new row is added to a worksheet in a spreadsheet.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Triggers when a row is added or updated in a worksheet.
Adds a new row to the end of a worksheet.
Adds one or more rows to the end of a worksheet (with line item support).
Adds a new row to the end of a specific table.
Clears the contents and/or formatting of a range of cells.
Clears the contents and/or formatting of a column by index.
Clears the contents and/or formatting of a row by ID.
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Other Spreadsheets apps on Knit
Explore more Spreadsheets integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Calculator Studio
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Grist (API key)
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Rows
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RowShare
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Act! + Microsoft Excel
Is there a pre-built Act! + Microsoft Excel automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Act! and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Act! or Microsoft Excel connector?
No. The Agent works whether or not Act! or Microsoft Excel already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can CRM contacts sync to a sheet?
Yes. New or updated contacts and deals in Act! can be added or updated as rows in Microsoft Excel.
Can rows create CRM records?
When a row is added in Microsoft Excel, Act! can create the contact or deal, which suits event lists and imports.