Send KickoffLabs leads to Microsoft Excel

Last reviewed: 2026-09-23

KickoffLabs dashboard lists Mailchimp, Klaviyo, Facebook Conversions, and Zapier under Leads → Lead delivery → Connected services. It does not list Microsoft Excel as a KickoffLabs native connection. Use the Zapier route if a suitable Microsoft Excel action is available for your account. The old Setup → Integrations screenshots refer to the classic dashboard.

Set up a new-lead workflow

1. In KickoffLabs, open the campaign’s Leads → Lead delivery → Zapier page. It shows the campaign ID, a private Campaign API key, and a link to the KickoffLabs Zapier app. Treat the key as a credential.
2. In Zapier, start a Zap with a KickoffLabs new-lead trigger for this campaign. Authenticate using the details shown in KickoffLabs.
3. Choose Microsoft Excel as the destination and select an action that adds a row to a workbook table, if available. Prepare a table with named columns first. Map email, name, phone, and any other approved fields to those columns.
4. Send a new synthetic lead through the published KickoffLabs signup source. Confirm it appears under Leads, inspect the Zap run, and check the resulting worksheet row in Microsoft Excel. Resolve any required-field or consent error before enabling the workflow for real traffic.

A new-lead trigger does not automatically transfer people who signed up before the Zap was enabled. For existing leads, export a filtered CSV and import it into Excel. If the Zap needs a structured destination, follow Microsoft’s table setup guide. Check for duplicate rows before using the worksheet as a report.

Need help? Email support@kickofflabs.com with your campaign URL, provider, and the failed test step. Do not send API keys.