EasyCSV + Salesforce
Import new spreadsheet rows from EasyCSV to create leads in Salesforce
Maximize your sales efforts with this efficient workflow. When a new row of data is imported into your EasyCSV spreadsheet, it's mirrored instantly in Salesforce as a new lead. This seamless bridge between your platforms simplifies the management of new entries, boosting productivity and freeing up your time for fostering stronger customer relationships. Trust us with your data management so you can prioritize nurturing leads.
Maximize your sales efforts with this efficient workflow. When a new row of data is imported into your EasyCSV spreadsheet, it's mirrored instantly in Salesforce as a new lead. This seamless bridge between your platforms simplifies the management of new entries, boosting productivity and freeing up your time for fostering stronger customer relationships. Trust us with your data management so you can prioritize nurturing leads.
- When this happens...New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Try ItCSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)Required
CSV Filename (optional)
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
