Close and Microsoft Excel integration

Q: Why is Albato the best alternative to Zapier for integrating Close and Microsoft Excel?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Close and Microsoft Excel. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Close and Microsoft Excel, Albato is the way to go!

Albato transforms the way Close and Excel work together, streamlining a Close Excel integration that enhances productivity. Albato is a comprehensive platform designed to simplify integration and automation across various apps without needing in-depth technical knowledge. It operates on a straightforward principle using an automation builder where triggers initiate an automation, and actions are the tasks completed in response. In an example of Close and Excel integration through Albato, you could set up an automation where a "New lead" trigger in Close (trigger) results in "Add row" in an Excel spreadsheet (action). This means every time a new lead is captured in Close, detailed information about the lead is automatically added to an Excel sheet. This integration ensures seamless data transfer, keeping your records up-to-date and enabling more efficient data analysis and reporting.

SOC 2 Type 2

The safety of your data is our top priority!

Security
Processing integrity
Confidentiality
Privacy

Trusted by over 110,000 users

Albato is rated 4.6/ 5 stars on 320+ G2 reviews.

How Albato works

With Albato, you can easily integrate Microsoft Excel with Close using an intuitive no-code builder. Whether you want to sync Microsoft Excel with Close or connect Microsoft Excel to Close, our platform makes it simple.

How to Connect Close to Microsoft Excel

Create powerful Close integration with Microsoft Excel in just a few simple steps.

STEP 1

Connect Close to Microsoft Excel

To connect Microsoft Excel to Close, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Close with Microsoft Excel with just a few clicks!

Select a Trigger

STEP 2

Create workflow for Microsoft Excel and Close integration

Decide what happens when you sync Close with Microsoft Excel—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Close with Microsoft Excel data

Select which data to transfer when you integrate Microsoft Excel with Close—customize how your apps exchange information.

Synс data

Integrate Close with Microsoft Excel now!

Start FREE 7-day trial to connect Microsoft Excel to Close and unlock all premium features!

Try this integration!7-Day free trial

Triggers and actions for Microsoft Excel and Close integration

In Close and Microsoft Excel integration triggers start workflows when something happens, while actions make changes in response.

Triggers 9

New contact

Triggers

Try Close integrations!

New sms

Triggers

Try Close integrations!

New row

Triggers

Try Microsoft Excel integrations!

Actions 19

Update contact

Actions

Try Close integrations!

Create a new contact

Actions

Try Close integrations!

Add row

Actions

Try Microsoft Excel integrations!

Update row

Actions

Try Microsoft Excel integrations!

Make your integration smarter with AI

Enhance your Microsoft Excel and Close integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

Start with Close and Microsoft Excel integration templates!

Connect Close to Microsoft Excel to link essential parts of your business

When you connect Close to Microsoft Excel, you can automate processes for any business size or industry. Here's how different companies integrate Close with Microsoft Excel using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Microsoft Excel integration with Close

Close

Elevate your sales and productivity by integrating Close with over 600+ applications via Albato. This powerful integration, fortified by Close's extensive API, allows you to connect, integrate, and automate your CRM activities seamlessly. With Albato, Close becomes even more potent, enabling integrations with vital tools such as Google Sheets for advanced data management and reporting, Google Calendar for scheduling and reminders, Slack and Microsoft Teams for team collaboration, Salesforce and HubSpot for an encompassing CRM strategy, QuickBooks Online for financial tracking, Typeform for survey and lead generation, Shopify for e-commerce activities, and Squarespace for web content management. Utilize the versatile triggers and actions provided by these integrations to tailor your workflow, automate repetitive tasks, and ensure your sales team focuses on what they do best – closing deals.

Microsoft Excel

Leverage Albato's integration capabilities to connect Excel with over 600 popular applications, including Miro, Trello, Typeform, and Google Sheets. This powerful integration allows you to automate actions such as adding, finding, or deleting rows in Excel based on triggers from these connected apps. For instance, a new form entry in Typeform can automatically add a new row in Excel, or a task update in Trello can modify an existing row. This seamless connection between Excel and other tools streamlines data management, ensuring your spreadsheets are always up-to-date and accurately reflect your operational data. Enhance your data organization and analysis by integrating Excel with Albato, simplifying workflows across various platforms.

Learn how to connect Microsoft Excel to Close

4 min. read

The Best Alternative to Zapier: Why Albato Is the Ideal Choice

Albato vs. Zapier—Which Offers Better Value? Discover which platform aligns best with your goals as we break down everything from annual costs to user support quality.

Frequently asked questions about Close and Microsoft Excel Integration

Why is Albato the best alternative to Zapier for integrating Close and Microsoft Excel?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Close and Microsoft Excel. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Close and Microsoft Excel, Albato is the way to go!

Does Close integrate with Microsoft Excel on the free plan?

Yes, you can integrate Close with Microsoft Excel using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Microsoft Excel and Close integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Close Microsoft Excel integration at no cost.

How to connect Microsoft Excel to Close for scheduled syncs?

To sync Microsoft Excel with Close on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Close integration with Microsoft Excel seamless and tailored to your specific needs.

Does Close integrate with Microsoft Excel in real time?

Yes, Close integrates with Microsoft Excel in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Close integration with Microsoft Excel instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Close and Microsoft Excel integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Microsoft Excel integration with Close, ensuring your workflows operate according to your requirements.

How to connect Close to Microsoft Excel?

Setting up an integration between Close and Microsoft Excel on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Close and Microsoft Excel from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Close (the trigger) that will cause an action in Microsoft Excel, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Close and Microsoft Excel, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Close and Microsoft Excel, automating your workflows and saving you time.

How to connect Close to Microsoft Excel to sync historical data?

To sync Close with Microsoft Excel and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Microsoft Excel integration with Close, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Microsoft Excel to Close for two-way synchronization?

To integrate Microsoft Excel with Close for two-way synchronization, Albato uses a system of triggers and actions. You can link Close to Microsoft Excel by setting up two separate automations. The first automation sent data from Close to Microsoft Excel. For instance, when a record is created or updated in Close, the automation ensures the changes are reflected in Microsoft Excel. The second automation works in reverse, updating Close when changes occur in Microsoft Excel.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Microsoft Excel Close integration and keeps your data consistent across both platforms.

Build your integration for free!

Get started

Close and Microsoft Excel integration

Trusted by over 110,000 users

How Albato works

How to Connect Close to Microsoft Excel

Connect Close to Microsoft Excel

Create workflow for Microsoft Excel and Close integration

Sync Close with Microsoft Excel data

Integrate Close with Microsoft Excel now!

Triggers and actions for Microsoft Excel and Close integration

New contact

New sms

New row

Update contact

Create a new contact

Add row

Update row

Make your integration smarter with AI

Start with Close and Microsoft Excel integration templates!

Integrate Microsoft Excel with Close to harness the power of automation!

Connect Close to Microsoft Excel to link essential parts of your business

Never miss a lead or deal again!

Microsoft Excel integration with Close

Close

Microsoft Excel

Learn how to connect Microsoft Excel to Close

The Best Alternative to Zapier: Why Albato Is the Ideal Choice

Frequently asked questions about Close and Microsoft Excel Integration

Build your integration for free!