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Zapier makes it easy to integrate Microsoft Excel with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
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Microsoft Excel
Microsoft Excel
1. Choose trigger event
Microsoft Office 365
Microsoft Office 365
2. Choose action
1. Select the event
Setup
Test
Microsoft Excel
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Microsoft Office 365, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Shared Mailbox
Destination Folder
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
First Name
Required
Last Name
EmailAddresses
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
FileAs
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body Format
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Delete
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Event
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Email ID
Required
To Email(s)
Required
Comment
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email ID
Required
Destination Folder
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email ID
Required
Comment
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
To Email(s)
Required
CC Email(s)
BCC Email(s)
Subject
Required
Body Format
Required
Body
Required
Attachments
Action for Files Larger Than 150MB
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Event
Required
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
Search Term
Required
Start Date & Time
End Date & Time
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search_info
Search value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Shared Mailbox
Email ID
Required
Attachment ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Contact Folder
First Name
Required
Last Name
Email
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
FileAs
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Excel and Microsoft Office 365 with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Microsoft Office 365 actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Excel and Microsoft Office 365 actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actio ˙˙ ns on this page
Add Row
Add Attendees to Calendar Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Excel and Microsoft Office 365
Track new client events in a spreadsheet.
When a new calendar event is created in Office 365 for a client meeting or discussion, Zapier will automatically log the event details into an Excel spreadsheet. This ensures client interactions are centralized and easy to analyze for tracking and planning purposes.
Whenever an email is flagged in Office 365, Zapier will automatically record the flagged email's details into an Excel spreadsheet. This process helps your IT team maintain and review a comprehensive log of potentially suspicious email activity.
When a new contact is added in Office 365, Zapier will automatically add the contact's information to a designated Excel spreadsheet. This automation helps the marketing team consolidate contact data for campaigns and reporting without manual effort.
Learn how to automate Microsoft Excel on the Zapier blog
Learn how to automate Microsoft Office 365 on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to Microsoft Office 365 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Excel + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Microsoft Office 365
How do I integrate Microsoft Excel with Office 365 using our services?
To integrate Microsoft Excel with Office 365, you'll need to create a Zap. In the Zap, select Excel as your 'Trigger App', and choose a specific action like 'Add Row' as the trigger event. Then, set Office 365 as your 'Action App' and select an action like 'Send Email'. This sets up the flow where actions in Excel prompt corresponding actions in Office 365.
Can I automatically update an Excel spreadsheet when I receive an email in Office 365?
Yes, you can set up a workflow that will update your Excel spreadsheet based on triggers from incoming emails in Office 365. You would configure a trigger for receiving new emails in Outlook and an action for updating rows in Excel.
Is it possible to create calendar events in Outlook from new rows added in an Excel sheet?
Certainly, you can automate creating calendar events in Outlook using new row entries as triggers from your Excel spreadsheets. When you add a new row to a specific spreadsheet, it will trigger our system to automatically create a corresponding event on your Outlook calendar.
How can we streamline document sharing using this integration?
By setting up triggers when documents are updated or created in Excel and aligning these with actions that share files via OneDrive or send links through emails, sharing becomes automated based on workflow rules defined by the user.
What happens if there is a data conflict during integration?
If there's ever a data conflict during integration, our system alerts you to review the discrepancies manually. It’s important that any potential conflicts are addressed immediately to maintain data integrity across both platforms.
Can I trigger surveys using forms based on updates made within Excel?
Yes, by configuring triggers tied to updates or additions made within an Excel sheet, you can automate sending surveys through forms. This ensures timely feedback collection aligned with your data management tasks.
Are there limitations on the types of data that can be synchronized between these applications?
There are certain limitations concerning data types especially complex objects or unsupported formats that might not be fully synchronized between Microsoft Excel and Office 365 applications. You should focus primarily on supported data types like text, numbers, dates, etc., for seamless integration.
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
