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AgentLocator + Microsoft Excel

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.

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.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    AgentLocatorAgentLocator
    Create Lead

    Creates a new Lead in Agent Locator CRM system.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
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About AgentLocator

AgentLocator connects agents with buyers and sellers.
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Related categories

  • CRM (Customer Relationship Management)

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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

Similar apps

OneDrive integrationsOneDrive integrations

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File Management & Storage, Microsoft
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Spreadsheets
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Documents