Act! + Microsoft Excel
Add rows in Microsoft Excel for new contacts in act
Streamline your contact management process with this automation. When a new contact is added in Act!, this workflow promptly creates a new row in your Microsoft Excel spreadsheet with the contact's details. It takes care of the data transfer, so you can focus more on relationship building and less on administrative tasks.
Streamline your contact management process with this automation. When a new contact is added in Act!, this workflow promptly creates a new row in your Microsoft Excel spreadsheet with the contact's details. It takes care of the data transfer, so you can focus more on relationship building and less on administrative tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
Company
ID/Status
Referred By
First Name
Last Name
Email
Title
Business Phone
Mobile Phone
Business Address Line 1
Business Address Line 2
Business Address City
Business Address State
Business Address Zip Code
Business Country
Website
Last Results
Contact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
ContactRequired
Estimated Close DateRequired
Status
Stage
Probability
Actual Close Date
Competitor
Referred By
Reason
TypeRequired
ContactRequired
Regarding
Details
Start TimeRequired
End TimeRequired
Private
