Microsoft Excel + Retently Integration

Integrate Microsoft Excel to Retently in one click, or tell Integrately AI how you want each customer handled. Track survey feedback, update your customer records, alert your support team, and trigger follow-up surveys automatically.

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1.
  • Microsoft Excel
    Row is created in Microsoft Excel
  • Microsoft Excel
    Row is created or updated in Microsoft Excel
  • Microsoft Excel
    Row is created in table in Microsoft Excel
  • Microsoft Excel
    Worksheet is created in Microsoft Excel
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
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2.
  • Microsoft Excel
    Delete row in Microsoft Excel
  • Microsoft Excel
    Create row in Microsoft Excel
  • Microsoft Excel
    Update row in Microsoft Excel
  • Microsoft Excel
    Search row using column and value in Microsoft Excel
  • Microsoft Excel
    Create row in table in Microsoft Excel
  • Microsoft Excel
    Create worksheet in Microsoft Excel
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update Customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently

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Ready Workflows Ready Workflows for Microsoft Excel + Retently Integration

Create customers from new spreadsheet rows, track survey feedback, update metrics, and trigger follow-up surveys, all in just one click.

Most popular automationmost-popular-automations
Retently + Microsoft Excel Integration

Create Microsoft Excel row for new Retently response

When you receive a new Retently response, automatically a row is created for you with the responses from Retently in Microsoft Excel. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Microsoft Excel with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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Connect more apps to your Microsoft Excel + Retently flow

Sync survey feedback with your CRM, alert your team on messaging apps, and log results for review. Pick a combination and activate it in one click.

Microsoft Excel
Retently
+
HubspotHubspot (3)
+
SlackSlack (3)
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SalesforceSalesforce (2)
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ZendeskZendesk (2)
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MailchimpMailchimp (2)
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Google DriveGoogle Drive (2)
R
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Create a HubSpot contact for every new Retently customer, and log the details in Microsoft Excel
New Retently customers appear in HubSpot and Microsoft Excel instantly without manual copying.
R
M
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When a survey response is created in Retently, log it in Microsoft Excel and update the HubSpot contact
Keep your HubSpot contact records current with survey feedback logged in Microsoft Excel.
R
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Use Claude to evaluate survey feedback in Retently, update HubSpot, and log rows in Microsoft Excel
Claude analyses survey comments before updating HubSpot and recording entries in Microsoft Excel.

Supported triggers and actions for Microsoft Excel and Retently

Mix and match to build the exact automation you need

Microsoft Excel
Microsoft Excel Triggers & Actions
Row is created in Microsoft Excel
Triggers the automation when a new row is added to a spreadsheet
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Row is created or updated in Microsoft Excel
Triggers the automation when a row is created or updated
Try it →
Row is created in table in Microsoft Excel
Triggers the automation when a new row is created in a table
Try it →
Worksheet is created in Microsoft Excel
Triggers the automation when a new worksheet is created
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Delete row in Microsoft Excel
Removes a row from a sheet in Microsoft Excel
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Create row in Microsoft Excel
Adds a new row to a designated dataset
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Update row in Microsoft Excel
Updates a specified row in a spreadsheet or database
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Search row using column and value in Microsoft Excel
Locates and retrieves rows based on a particular column and value parameter
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Create row in table in Microsoft Excel
Adds a new row to an existing table
Try it →
Create worksheet in Microsoft Excel
Generates a new worksheet with particular details
Try it →
Retently
Retently Triggers & Actions
Survey response is created in Retently
Triggers the automation when a survey response is submitted
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Customer is created in Retently
Triggers the automation when a new customer is created
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Company is created in Retently
Triggers the automation when a new company is created
Try it →
Overall metric score is updated in Retently
Triggers the automation when the overall metric score is updated
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Unsubscribe customer in Retently
Removes customer from mailing list
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Create or Update Customer in Retently
Creates or updates a customer record
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Search customer by email in Retently
Searches for a customer by their email address
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Tag a survey response in Retently
Tags a survey response
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Search company in Retently
Finds information about a company
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Create customer and Send survey in Retently
Creates a new customer record and sends a survey to the customer
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What can you automate with Microsoft Excel + Retently?

Streamline survey tracking, customer data updates, and metric reporting across Microsoft Excel and Retently.

What you can automate?
🔄
Sync survey responses to spreadsheet rows automatically
Capture every survey response created in Retently and create a corresponding row in Microsoft Excel instantly. Your analysis tables stay updated without manual data entry.
📋
Map every submitted survey field into custom columns
Extract specific survey answers, scores, and customer details into separate Microsoft Excel columns. Your tracking sheets become a structured source for review.
🔔
Trigger instant notifications for new survey scores
Alert your team the moment a customer submits feedback or updates their company details in Retently, ensuring rapid follow-up on critical scores.
🔀
Route workflows based on survey score conditions
Apply conditional logic to handle high scores and low ratings differently, updating specific spreadsheet tables or triggering targeted customer actions.
🔄
Keep spreadsheet records updated as customer details change
Update existing Microsoft Excel rows whenever a customer profile or metric score is modified in Retently, preventing outdated spreadsheet records.
🔍
Search and update existing customer profiles securely
Search customers by email before updating records, preventing duplicate entries and keeping your customer database clean and organized.
📈
Track overall metric score updates in real time
Log overall metric score changes from Retently directly into your Microsoft Excel tables to maintain accurate historical trend reports.
🔗
Extend your workflow to external CRM and messaging tools
Connect your Microsoft Excel and Retently flow with HubSpot, Slack, or Google Drive to notify teams and sync customer data across your entire software stack.
And much more...

Who is Microsoft Excel + Retently integration for?

Customer success managers, data analysts, and support leads who manage survey metrics and spreadsheet records depend on this integration to keep customer feedback actionable and customer data current.

Customer success managers
Customer success managers
Support leads
Support leads
Account executives
Account executives
Operations teams
Operations teams
Data analysts
Data analysts
Finance directors
Finance directors
📈
Customer success managers
You review survey metrics and customer feedback tables every week, but your tracking spreadsheets only update when someone exports data by hand, so the response scores you analyze are always outdated — with this integration, every survey response lands in your spreadsheet instantly and your metrics stay current.
⚡
Support leads
You need to spot negative feedback and resolve tickets immediately, but low ratings sit unnoticed in survey dashboards until your daily review, so customer issues linger too long — automating both apps means low survey scores trigger instant spreadsheet updates and prompt customer follow-ups.
🤝
Account executives
You depend on accurate client health scores and survey metrics before client renewal calls, but manual copying leaves gaps in your tracking sheets, so you walk into meetings with incomplete data — this integration means every customer record and score syncs automatically without manual effort.
📊
Operations teams
You handle high volumes of survey submissions and client accounts that require constant spreadsheet updates, but manual data entry cannot keep up with response spikes, so your logs fall behind — connecting these apps means thousands of survey rows populate your tables without human delay.
🎯
Data analysts
You analyze customer satisfaction trends and company metrics inside spreadsheets, but missing survey responses break your reporting models, so your reports require tedious clean-up — automating both apps means every customer metric lands in your spreadsheet tables accurately.
📁
Finance directors
You rely on clear customer retention histories and satisfaction trends to forecast account health, but fragmented feedback logs leave blind spots in your audit trails, so your analysis lacks complete data — with this integration, every customer metric record remains synchronized and reliable.
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Why choose Integrately to automate Microsoft Excel + Retently

Build and manage your Microsoft Excel + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Excel + Retently with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect Microsoft Excel to Retently?
Frequently Asked Questions
You can connect Microsoft Excel to Retently using 1-click workflows on Integrately. Choose a ready automation template, link your accounts, and let Integrately AI handle the setup.
Can I automatically sync survey responses from Retently to Microsoft Excel rows?
Frequently Asked Questions
Can I connect Microsoft Excel, Retently, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Excel and Retently?
Frequently Asked Questions
How do Microsoft Excel rows handle Retently survey data updates?
Frequently Asked Questions
Can Retently customer profiles be searched and updated from Microsoft Excel?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Excel and Retently?
Frequently Asked Questions
Is the Microsoft Excel and Retently integration free?
Frequently Asked Questions
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