Excel
In KarumiTurn Karumi session follow-ups into tasks in Excel and share your Karumi where your team works.
Keep Excel in sync with what happens in every Karumi session.
Follow-ups from a conversation shouldn’t live in someone’s memory. The integration sends session outcomes and the details visitors share to Excel, so the next step is assigned, visible and easy to act on.
How this integration supercharges your workspace:
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Structured lead rows
Write session outcomes to Excel as structured rows, so your team has one shared view of leads.
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Form data capture
Pass the details visitors share in a session, like the email they leave to start a demo, to Excel.
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Follow-up tasks
Turn follow-ups from a session into tasks in Excel, assigned to whoever owns the next step.
See Excel data in Karumi
Get complete context on who you’re chatting with in real-time
Use cases
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Log sessions in a shared place
Write lead information from Karumi sessions to Excel, so the whole team can review conversations in one view.
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Collect form data without copy-paste
Details visitors submit during a session land in Excel automatically.
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Turn conversations into next steps
Use the information from each session in Excel to decide and track who follows up.
Data that flows between Karumi and Excel
| Data | What it is |
|---|---|
| Lead information | Rows or records in Excel for each lead |
| Form data | Details the visitor submitted during a session |
| Tasks | Follow-ups created from sessions, where supported |
FAQ
What does Karumi write to Excel?
Lead information from sessions and data collected in forms, so Excel keeps an up-to-date record.
Do I need engineering to connect Excel?
No engineering on your side: Karumi’s rollout is live in two weeks. Talk to sales to go through how Excel fits into your setup.
Is my data secure?
Karumi is GDPR compliant, and the Enterprise plan includes SOC 2 Type II and ISO 27001. With scoped actions, you define what the agent can see, say and do, per audience.
Is session data used to train AI models?
No. Your data stays yours: session recordings, transcripts and visitor inputs are never used to train models.
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Create and update lead information in databases. Collect and send data from forms.
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Create and update lead information in databases. Collect and send data from forms.
