Integrations · Sheets & Productivity
Excel on OneDrive through Zapier or Power Automate.
Connect through Zapier, Make, Pabbly or n8n — one hop, no code.
Agent script · guided engine · step 3 of 6
The agent follows your script step by step, and answers whatever the customer asks in between.
Most Indian sales and ops teams run on a spreadsheet, whatever the CRM vendor says. Leads arrive in it, follow-ups are tracked in it, and the person who owns it is the bottleneck.
Connecting Microsoft Excel to DigitalCallers reads leads out of Microsoft Excel and writes results back into it, so your existing sheet or board stays the source of truth and simply stops needing manual updates. The AI agent speaks Hindi, English and ten other Indian languages, switches between them the way your customers actually talk, and works every hour your calling window allows.
Microsoft Excel connects in one hop through Zapier, Make, Pabbly or n8n. LeadPilot posts the call payload to the scenario and you map the fields to Microsoft Excel there — no code, and no waiting on our roadmap.
What teams automate with Microsoft Excel
Paste or import rows; the agent calls them and writes status, summary and next step back into the same file your team already opens every morning.
You do not move to a new system, retrain anyone, or pay for CRM seats. The tool you use keeps working — it just fills itself in.
“Called, interested, callback tomorrow” is a filter, not a meeting. Anyone can see what needs doing without asking.
Every call row carries the recording and transcript link, so a dispute six months later takes thirty seconds to settle.
What data moves, and which way
Call outcome and disposition, a written summary of what was said, the customer's intent level, every objection raised and whether it was answered, the quality score, call duration, the next scheduled step, and signed links to the recording and full transcript.
Every client's data is separated at the account level, transcripts are PII-redacted at rest, and numbers are DND-scrubbed before dialling — the same rules apply no matter which app the record came from.
Setting it up
What Microsoft Excel receives on every call
{
"agent": {
"id": 29,
"name": "Suraj \u2014 Banana Health"
},
"call_id": 43654,
"contact": {
"id": 8812,
"name": "Ravi Chopra",
"phone": "+919873002527",
"source": "facebook_lead_ads"
},
"duration_seconds": 174,
"event": "call.completed",
"next_step": {
"at": "2026-09-15T18:45:00Z",
"type": "reminder_call"
},
"outcome": "appointment_booked",
"project": {
"id": 11,
"name": "Banana Health"
},
"recording_url": "https://app.digitalcallers.com/api/recordings/43654",
"score": 7,
"started_at": "2026-09-15T18:17:02Z",
"summary": "Registered for tonight\u0027s 7 PM masterclass; asked about doctor credentials.",
"transcript_url": "https://app.digitalcallers.com/api/call-analysis/43654"
}
Signed with your own secret (HMAC-SHA256, X-LP-Signature), retried on failure, and dead-lettered if the
endpoint keeps rejecting — so a bad hour at your end never loses a call record.
Call #43654 · 2m 54s · outcome: appointment booked
Everything in that payload comes from this — the analysis DigitalCallers runs on every call.
Microsoft Excel + AI calling — common questions
Minutes, not a project. Copy one URL, paste it into Microsoft Excel, send a test, and you are live. There is no onboarding fee and no professional-services engagement — if it takes longer than a coffee, something is wrong and we will get on a call.
No. Integrations are included in your plan — we do not charge per integration, per connection or per task. You pay for calling minutes; connecting the apps around them is part of the product.
Hindi and English with natural code-switching, plus ten more Indian languages including Kannada, Tamil, Telugu, Marathi, Gujarati, Bengali, Malayalam, Punjabi and Odia. The agent follows the customer's language, which matters more than any script when the person on the other end is not comfortable in English.
Yes, recorded and transcribed, with the recording linked from the record in your own system. DigitalCallers is built for Indian regulation: DND scrubbing before dialling, calling-window enforcement, consent language in the opening, PII redaction in stored transcripts and per-client data separation.
Outcome, summary, intent, objections, score, duration, next step and links to the recording and transcript. The payload is documented on this page — you can see the exact JSON before you connect anything, and fire a test delivery from the dashboard to confirm the shape.
Because a one-hop Zap is live today and a native build is a roadmap item. If enough customers on your plan ask for a direct integration we build it — requesting it is free and we will tell you honestly where it sits in the queue.
Yes. Book a twenty-minute walkthrough and we will wire one live flow on your own account during the call, using your data — not a demo tenant with invented leads.
Also in Sheets & Productivity
Twenty minutes, your data, no slide deck. We wire one flow live on the call.
Get a free AI call in Hindi, Kannada or English — from the same voice your customers would hear.
One demo call per person · No spam · Indian numbers only