Learn how to integrate Microsoft Excel with ContactSwing’s phone capabilities. This guide shows you how to automate Excel-triggered communications.

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🎥 Video walkthrough

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Step-by-step guide

1

Set up your Microsoft Excel trigger

  • Trigger: New Row
  • Connection: Microsoft-Excel
  • Worksheet: Select the worksheet where you’ll be adding new rows.
  • Every time you add a new row, this trigger will activate the flow.
Workflow
2

Configure the Contactswing Call action

  • In Contactswing, choose CALL as the response type.
  • Enter the required details for the Contactswing Call action, such as the phone number to call and the message to deliver.
  • Whenever a new row is added in Excel, Contactswing will automatically place a phone call using the configured details.
Workflow
3

Activate your Agentic AI Flow

  • Review all trigger and action settings.
  • Click Publish to activate the flow.
  • Once published, the system will automatically trigger the phone call every time a new row is added in Microsoft Excel.

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Example scenario

  • A customer’s details are added as a new row in your Excel worksheet.
  • This new row triggers the Agentic AI flow.
  • Contactswing automatically initiates a phone call to the customer with the configured message or agent interaction.

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Benefits

  • Automation: No need for manual dialing or monitoring.
  • Timely responses: Customers receive instant, personalized calls.
  • Customizable: Adapt the call content and workflow to your business needs.
By integrating Microsoft Excel with Contactswing, you can deliver real-time engagement and create a seamless, professional experience for every customer. 🤖