Create Salesforce leads from new Microsoft Excel rows
Effortlessly keep your sales pipeline up-to-date with this seamless workflow between Microsoft Excel and Salesforce. When a new row is added to your Excel table, a lead will be created in Salesforce, ensuring that your sales team always has the latest information. Stay organized and improve efficiency with this time-saving automation.
Effortlessly keep your sales pipeline up-to-date with this seamless workflow between Microsoft Excel and Salesforce. When a new row is added to your Excel table, a lead will be created in Salesforce, ensuring that your sales team always has the latest information. Stay organized and improve efficiency with this time-saving automation.
- When this happens...New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired