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Agile CRM and Microsoft Excel 365 connection
Save yourself the work of writing custom integrations for Agile CRM and Microsoft Excel 365 and use n8n instead. Build adaptable and scalable Marketing, Sales, workflows that work with your technology stack. All within a building experience you will love.
Ways to connect Agile CRM and Microsoft Excel 365
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Create your own Agile CRM and Microsoft Excel 365 connection
Create custom Agile CRM and Microsoft Excel 365 workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Agile CRM supported actions
Create
Create a new company
Delete
Delete a company
Get
Get a company
Get Many
Get many companies
Update
Update company properties
Create
Create a new contact
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update contact properties
Create
Create a new deal
Delete
Delete a deal
Get
Get a deal
Get Many
Get many deals
Update
Update deal properties
Microsoft Excel 365 supported actions
Append
Add rows to the end of the table
Convert to Range
Convert a table to a range
Create
Add a table based on range
Delete
Delete a table
Get Columns
Retrieve a list of table columns
Get Rows
Retrieve a list of table rows
Lookup
Look for rows that match a given value in a column
Add Sheet
Add a new sheet to the workbook
Delete
Delete workbook
Get Many
Get workbooks
Append
Append data to sheet
Append or Update
Append a new row or update the current one if it already exists (upsert)
Clear
Clear sheet
Delete
Delete sheet
Get Many
Get a list of sheets
Get Rows
Retrieve a list of sheet rows
Update
Update rows of a sheet or sheet range
Agile CRM and Microsoft Excel 365 connection details
Microsoft Excel 365
Microsoft Excel is the most famous spreadsheet tool in the world. It is developed by Microsoft as part of their Office Suite. It is widely used by individuals, professionals, developers, and companies for many uses in statistics, accounting, data analysis, etc.
Microsoft Excel 365 node docs + examples
Microsoft Excel 365 credential docs
See Microsoft Excel 365 integrations
Related categories
Other integrations with Agile CRM
Other integrations with Microsoft Excel 365
FAQs
FAQ
Can Agile CRM connect with Microsoft Excel 365?
Can I use Agile CRM’s API with n8n Lab?
Can I use Microsoft Excel 365’s API with n8n Lab?
Is n8n secure for integrating Agile CRM and Microsoft Excel 365?
How to get started with Agile CRM and Microsoft Excel 365 connection in n8n.io?
Need help setting up your Agile CRM and Microsoft Excel 365 integration?
Discover our latest community's recommendations and join the discussions about Agile CRM and Microsoft Excel 365 integration.
Is anyone working on improving the Excel node? The current limitations seem to me to be massive when it comes to tables and simple actions like creation and overwrite
Elliot Smart
I’m just wanting to understand if n8n is going to be useful for dealing with a number of critical excel files that are created by another process but which have to have additional data processing over the top of them. I…
Excel Node is not loading ANY files
Colton Haseltine
Describe the problem/error/question I’m running n8n self hosted and I’ve created an excel credential following the steps on n8n docs. The credential is made but when I try to select a workbook, nothing loads. It says “No…
ObjectHandle is Invalid in Microsoft Excel nodes
n8ndev123
Hi, Hi everyone, I’m experiencing an intermittent issue with the Microsoft Excel node in n8n. Setup Node: Microsoft Excel Operation: Append row to table n8n: 2.4.6 (self-hosted) Node version: v2.2 Storag…
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Why use n8n to connect Agile CRM with Microsoft Excel 365
Build complex workflows, really fast
