Log new deals in a sheet

When a deal is created in Simply.Coach, add a row in Microsoft Excel.

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See all Simply.Coach + Microsoft Excel integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Simply.Coach Explore Simply.Coach →

Triggers

New contact or lead

Fires when a new contact or lead is added to Simply.Coach.

Contact updated

Fires when a field on a contact changes in Simply.Coach.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Simply.Coach.

Deal won

Fires when a deal is marked won in Simply.Coach.

Actions

Create or update contact

Creates or updates a contact in Simply.Coach.

Create deal

Creates a new deal in Simply.Coach.

Update record stage

Moves a deal or record to a new stage in Simply.Coach.

Log activity

Logs a call, email, or note against a record in Simply.Coach.

Microsoft Excel Explore Microsoft Excel →

Triggers

New row

Fires when a row is added to a sheet in Microsoft Excel.

Row updated

Fires when a row or column changes in Microsoft Excel.

New sheet

Fires when a new spreadsheet or worksheet is created in Microsoft Excel.

Actions

Create row

Adds a new row to a sheet in Microsoft Excel.

Update row

Updates the values in an existing row in Microsoft Excel.

Look up a row

Finds a row by a column value in Microsoft Excel.

Create contacts from rows When a new row is added in Microsoft Excel, create a contact in Simply.Coach. See details

Keep deal rows current When a deal stage changes in Simply.Coach, update its row in Microsoft Excel. See details

See all Simply.Coach + Microsoft Excel integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log new deals in a sheet” between Simply.Coach and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches Simply.Coach and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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 Simply.Coach can be added or updated as rows in Microsoft Excel.

Can rows create CRM records?

When a row is added in Microsoft Excel, Simply.Coach can create the contact or deal, which suits event lists and imports.