How can I filter for VIP clients?

Define what constitutes a VIP client in Notion, and DryMerge will ensure only those clients are synced to Excel.

Can I include client interaction history in Excel?

Yes, you can customize the details to include all relevant client interactions. Let DryMerge know your requirements, and it will configure the automation accordingly.

Who benefits from this automation?

Sales teams and account managers use this to keep a detailed and organized record of client information for better customer relationship management.

Home Contact Pricing Apps Blog

Microsoft Excel + Notion

Transfer Client Information from Notion to Excel Spreadsheet

Keep your CRM organized by transferring client information from Notion to an Excel spreadsheet. Each time new client info is added in Notion, it will be recorded in Excel for structured client management.

New Notion Client Entry

Detects when new client information is added in Notion.

Add Client to Excel

Transfers the new client details into a specified Excel spreadsheet, maintaining a structured client database.

See more Microsoft Excel to Notion integrations or use AI to customize your automation.

or pick a common variation below

Move Candidate Details from Notion to Excel Spreadsheet

Microsoft Excel + Notion

Sync Product Details from Notion to Excel Spreadsheet

Microsoft Excel + Notion

Move Expense Details from Notion to Excel Spreadsheet

Microsoft Excel + Notion

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Transfer client information from Notion to Excel spreadsheet"

Transfer client information from Notion to Excel spreadsheet

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Excel + Notion.

Update Sheet

Updates an existing Excel sheet

List Sheets

Lists all sheets in an Excel workbook

Read Sheet

Reads the contents of an Excel sheet

New Microsoft Excel Workbook

Triggers when a new Excel workbook is created

Added or Updated Microsoft Excel Row

Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet

List Databases

Lists all databases

List Pages

Lists all pages in a specified database

Search Pages

Searches through pages based on a query

Search Databases

Searches through databases based on a query

Create Page

Creates a new page within a specified database

Read Page

Reads the contents of a specified page

Edit Page

Edits the contents of a specified page

App details

Microsoft Excel

Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.