Mercury Connect + Microsoft Excel Integrations, Built by an AI Agent
Put Mercury Connect + Microsoft Excel to work with AI and enterprise-grade automation
Learn more about Mercury Connect integrations or talk to a human
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Workflows you can build between Mercury Connect and Microsoft Excel
See the kind of workflows teams build with Mercury Connect and Microsoft Excel below — describe the exact one you want above and the Agent builds it on demand.
Mercury Connect + Microsoft Excel
When an opportunity status is updated in Mercury Connect, append a row to Microsoft Excel.
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Log new deals in a sheet
When a deal is created in Mercury Connect, add a row in Microsoft Excel.
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Create contacts from rows
When a new row is added in Microsoft Excel, create a contact in Mercury Connect.
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Keep deal rows current
When a deal stage changes in Mercury Connect, update its row in Microsoft Excel.
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Browse the full workflow library →
Looking to achieve something else with Mercury Connect 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 Mercury Connect and Microsoft Excel
Everything Mercury Connect and Microsoft Excel can do inside a workflow — the triggers that start one and the actions that run when it fires.
Mercury Connect Explore Mercury Connect →
Mercury Connect is a customer relationship management and broker software platform designed for mortgage professionals to manage loan applications.
TriggersTriggers when an opportunity is deleted.
Triggers when a person is deleted.
Triggers when an opportunity is created.
Triggers when a person is created.
Triggers when the opportunity status is updated.
Triggers when an opportunity is updated.
Creates a new person.
Updates an existing person.
Creates a new opportunity.
Attaches an existing person to an opportunity.
Updates an existing opportunity.
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.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
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
An interactive spreadsheet and dashboard tool for building custom visual calculators and data models.
Data Blaze
A web-based spreadsheet tool designed for collecting, organizing, and collaborating on data across business workflows.
Google Sheets
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on data in real time.
Grid
GRID is a visual spreadsheet and data platform that turns dynamic spreadsheet data into interactive dashboards, reports, and web documents.
Grist (API key)
Grist is a relational spreadsheet platform that combines spreadsheet flexibility with database functionality to organize structured information.
Rows
Rows is a modern spreadsheet platform that combines built-in data integrations, automated workflows, and collaborative data analysis tools.
RowShare
A collaborative spreadsheet application that lets teams control access permissions on a row-by-row basis to collect data.
Zoho Sheet
Zoho Sheet is a cloud-based spreadsheet application that allows teams to create, edit, and collaborate on data tables in real time.
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 Mercury Connect + Microsoft Excel
Is there a pre-built Mercury Connect + Microsoft Excel automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Mercury Connect and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Mercury Connect or Microsoft Excel connector?
No. The Agent works whether or not Mercury Connect 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 Mercury Connect can be added or updated as rows in Microsoft Excel.
Can rows create CRM records?
When a row is added in Microsoft Excel, Mercury Connect can create the contact or deal, which suits event lists and imports.