Microsoft Excel + Perspective

Create spreadsheets in Microsoft Excel for new leads via funnel in Perspective

Begin streamlining your process with this efficient workflow. When new leads arrive via Funnel in the Perspective app, this integration springs into action, instantly creating a corresponding spreadsheet in Microsoft Excel. It simplifies your lead management, keeping your data organized without the need for manual data entry. Boost your productivity with this easy-to-implement automation.

Begin streamlining your process with this efficient workflow. When new leads arrive via Funnel in the Perspective app, this integration springs into action, instantly creating a corresponding spreadsheet in Microsoft Excel. It simplifies your lead management, keeping your data organized without the need for manual data entry. Boost your productivity with this easy-to-implement automation.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Spreadsheet

    Creates a new spreadsheet

    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
excel logo
excel logo

About Microsoft Excel

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.
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Related categories

  • Microsoft
  • Spreadsheets

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perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.
Learn more

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  • Marketing Automation

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