Create Excel spreadsheets of Crossbeam overlap information with new lead updates in Dynamics 365 CRM
When a lead in your Microsoft Dynamics 365 CRM changes status, this Zap will automatically look up any overlaps in Crossbeam. It will then create a new Excel spreadsheet with the overlap information, giving you instant insights without the need for manual searching and updates.
When a lead in your Microsoft Dynamics 365 CRM changes status, this Zap will automatically look up any overlaps in Crossbeam. It will then create a new Excel spreadsheet with the overlap information, giving you instant insights without the need for manual searching and updates.
- When this happens...Updated Lead
Triggers when a lead has been updated.
- automatically do this...
- then do this...
- then do this!Create Spreadsheet
Creates a new spreadsheet
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Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.