logo main
  • Language
    En
    English
    Portuguese
    Spanish
    • Log inGet started free
    Microsoft Excel
    SynergyCRM
    Popular • Databases

    Microsoft Excel and SynergyCRM integration

    Build smart, no-code workflows with Microsoft Excel and SynergyCRM using triggers, actions, and AI logic—automate any process in minutes.

    Start for free

    no time limits on the free plan

    no credit card required

    Icon

    Clear pricing with no hidden fees

    Icon

    Efficient transaction management = lower costs

    Icon

    Move your historical data in just a few clicks

    Icon

    Talk to support that actually helps—fast

    Trusted by 10,000+ teams around the world

    Best results
    G2 High Performer 2025
    G2 Regional Leader 2025
    G2 Grid Leader 2025
    Capterra Best Value 2025
    gdpr
    Soc 2
    PH Top of the Day
    Golden Kitty
    PH Product of the Month
    app.integrationsTrustSection.testimonial.author

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for SynergyCRM and Microsoft Excel integration

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

    Triggers 1

    Microsoft Excel integration

    New row

    Triggers

    Try it now!

    Actions 6

    Microsoft Excel integration

    Add row

    Actions

    Try it now!
    Microsoft Excel integration

    Get row by number

    Actions

    Try it now!
    SynergyCRM integration

    New contact

    Actions

    Try it now!
    SynergyCRM integration

    New deal

    Actions

    Try it now!

    What users say about Albato

    capterrastars
    g2stars

    Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

    Verified user
    Verified user
    G2 reviews

    A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

    Rida Z.
    Rida Z.
    G2 reviews

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.
    David K.
    G2 reviews

    A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

    Keith T.
    Keith T.
    G2 reviews

    How to Connect Microsoft Excel to SynergyCRM

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

    STEP 1

    Connect Microsoft Excel to SynergyCRM

    Log in to Albato, select Microsoft Excel and SynergyCRM, and follow the quick setup steps—no coding required. Integrate Microsoft Excel with SynergyCRM with just a few clicks!

    ShopifyFacebookMicrosoft Excel integrationMicrosoft Excel integrationSlackClickup
    STEP 2

    Build a workflow for your Microsoft Excel and SynergyCRM integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    Microsoft Excel integrationArrow

    Trigger

    Arrow
    Down
    SynergyCRM integrationCheck

    Actions

    Down
    STEP 3

    Map your data

    Pick the fields you want to transfer between Microsoft Excel and SynergyCRM. Customize the data flow to match your process.

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the Microsoft Excel + SynergyCRM integration and access all premium features.

    Get started free7-Day free trial

    How does the integration with Microsoft Excel and SynergyCRM works in Albato?

    Try this integration

    7-Day free trial!

    SynergyCRM integration with Microsoft Excel

    Microsoft Excel integrations

    Microsoft Excel

    Categories

    • Popular
    • Databases

    Alternative Apps

    Facebook integrations
    Facebook Conversions API integrations
    Gmail integrations
    Gmail - Receiving Emails integrations
    Google Ads integrations
    Google Sheets integrations
    HTTP Request/Outgoing webhook integrations
    HubSpot integrations
    SynergyCRM integrations

    SynergyCRM

    Categories

    • CRM & ERP systems

    Alternative Apps

    HubSpot integrations
    amoCRM integrations
    5crm integrations
    Agbis integrations
    Agendor integrations
    Agile CRM integrations
    AlphaCRM integrations
    Altegio integrations

    Learn how to connect SynergyCRM to Microsoft Excel

    previous
    next

    Frequently asked questions about Microsoft Excel and SynergyCRM Integration

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

    collapsed
    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 Microsoft Excel and SynergyCRM. 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 Microsoft Excel and SynergyCRM, Albato is the way to go!

    Does Microsoft Excel integrate with SynergyCRM on the free plan?

    collapsed
    Yes, you can integrate Microsoft Excel with SynergyCRM 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 SynergyCRM and Microsoft Excel integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Microsoft Excel SynergyCRM integration at no cost.

    How to connect SynergyCRM to Microsoft Excel for scheduled syncs?

    collapsed
    To sync SynergyCRM with Microsoft Excel 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 Microsoft Excel integration with SynergyCRM seamless and tailored to your specific needs.

    Does Microsoft Excel integrate with SynergyCRM in real time?

    collapsed
    Yes, Microsoft Excel integrates with SynergyCRM 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 Microsoft Excel integration with SynergyCRM 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 Microsoft Excel and SynergyCRM 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 SynergyCRM integration with Microsoft Excel, ensuring your workflows operate according to your requirements.

    How to connect Microsoft Excel to SynergyCRM?

    collapsed
    Setting up an integration between Microsoft Excel and SynergyCRM on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Microsoft Excel and SynergyCRM from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Microsoft Excel (the trigger) that will cause an action in SynergyCRM, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Microsoft Excel and SynergyCRM, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Microsoft Excel and SynergyCRM, automating your workflows and saving you time.

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

    collapsed
    To sync Microsoft Excel with SynergyCRM 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 SynergyCRM integration with Microsoft Excel, 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 SynergyCRM to Microsoft Excel for two-way synchronization?

    collapsed
    To integrate SynergyCRM with Microsoft Excel for two-way synchronization, Albato uses a system of triggers and actions. You can link Microsoft Excel to SynergyCRM by setting up two separate automations. The first automation sent data from Microsoft Excel to SynergyCRM. For instance, when a record is created or updated in Microsoft Excel, the automation ensures the changes are reflected in SynergyCRM. The second automation works in reverse, updating Microsoft Excel when changes occur in SynergyCRM.
    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 SynergyCRM Microsoft Excel integration and keeps your data consistent across both platforms.

    Build your automation for free!

    Get started