AgentLocator + Microsoft Excel

AgentLocator + Microsoft Excel integrations

Create leads in AgentLocator from new rows in Microsoft Excel

Streamline your lead creation process with this seamless workflow. When a new row is added in your Microsoft Excel sheet, it triggers the creation of a new lead in the AgentLocator app. Stay organized and increase productivity by letting this automation handle the lead registration process, freeing you to focus on building relationships with potential clients.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create or Update LeadCreates a new lead. If a lead with a matching email already exists, it will be updated with the new information.
ActionWrite

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More things you can do with Microsoft Excel and AgentLocator

Discover other triggers and actions you can use with Microsoft Excel and AgentLocator

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Update Lead Email
Triggers when lead's email address is changed.
Trigger
Instant
Try It
Update Lead Phone Validity
Triggers when lead's phone number validity is changed.
Trigger
Instant
Try It
- Pipeline
Trigger
Instant
Try It
Update Lead
Triggers when a lead's first name, last name, email, phone or description are updated.
Trigger
Instant
Try It

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
New Incoming Email
Triggers when a lead sends an inquiry email, such as 'Ask a question', 'Get in touch' or 'Request a tour'.
Trigger
Instant
Try It
Update Lead Email Validity
Triggers when lead's email address validity is changed.
Trigger
Instant
Try It
Update Lead Name
Triggers when lead's name is changed.
Trigger
Instant
Try It
Update Lead Phone
Triggers when lead's phone number is changed.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
- Description
- Email
  Required
- First Name
- Last Name
- Lead Type
- Phone
- Pipeline
- Site
- Source
- Status
- Tags
- Timestamp
Action
Write

About AgentLocator

AgentLocator connects agents with buyers and sellers.

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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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