Before you begin

  • Store the workbook in OneDrive or SharePoint.
  • Create a real Excel table, not only a formatted range.
  • Name the table and columns clearly, for example `Leads` with `CreatedAt`, `LeadId`, `Name`, `Email`, `Phone`, `Source`, `Campaign`, and `Message`.
  • Choose Power Automate, Zapier, Make, or a Microsoft Graph bridge to receive the InstaChime webhook.

Graph API shape

A bridge can receive `lead.created`, authenticate to Microsoft Graph with delegated file permissions, and add one or more rows to the workbook table.

POST https://graph.microsoft.com/v1.0/me/drive/items/{item-id}/workbook/tables/{table-name}/rows/add
Authorization: Bearer ACCESS_TOKEN
Content-Type: application/json

{
  "values": [[
    "2026-05-27T05:00:00Z",
    "lead_uuid",
    "Jamie Lee",
    "jamie@example.com",
    "+15555550123",
    "google_ads",
    "Emergency demo campaign"
  ]]
}

Verify

  • Send an InstaChime sample webhook and confirm the table row appears in Excel Online.
  • Confirm the table expands instead of writing outside the table range.
  • Confirm the bridge retries safely if Microsoft Graph returns a temporary error.
  • Confirm the delivery row in `/integrations` records the Graph response or automation run ID.

Exact workbook setup

  • Create the workbook in OneDrive or SharePoint, not on a local-only desktop path.
  • Create a worksheet named `Leads`.
  • Add a header row with the fields you want to receive.
  • Select the range and insert an Excel Table.
  • Name the table `Leads` or another stable name without spaces.
  • Save and close the workbook before testing the integration if your bridge has trouble locking the file.

Power Automate path

  • Create an automated cloud flow with an HTTP/webhook trigger or a Teams/automation trigger suitable for your tenant.
  • Copy the flow webhook URL.
  • Create an InstaChime CRM webhook destination using the flow URL.
  • Add an Excel Online action to add a row into a table.
  • Select the OneDrive/SharePoint location, workbook, worksheet, and table.
  • Map the InstaChime lead fields to the table columns.
  • Send a sample lead and confirm the flow run succeeds.

Microsoft Graph bridge path

  • Register an app in Microsoft Entra ID or use a secure delegated integration flow.
  • Grant the minimum Graph permissions needed to update the target workbook.
  • Receive `lead.created` from InstaChime in your bridge.
  • Exchange credentials for a Microsoft Graph access token.
  • Call the table rows add endpoint with a two-dimensional `values` array.
  • Return the Graph request ID or row result in the webhook response for audit.

Excel troubleshooting

  • If Graph says the table cannot be found, verify the table name rather than the worksheet name.
  • If rows are inserted outside the expected range, recreate the Excel Table around the header row and data area.
  • If the workbook is locked, close desktop Excel and retry from Excel Online.
  • If phone formatting changes, set the phone column to text.
  • If flow runs fail, open the exact failed run and compare the mapped fields with the incoming InstaChime payload.

Official references

These vendor-owned pages explain the controls and requirements referenced in this guide.