Agent Response + Microsoft Excel Integrations
How to connect Agent Response + Microsoft Excel
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Add Microsoft Excel rows for new Agent Response completed forms
Add Microsoft Excel rows for new Agent Response completed forms
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Form Completed by Lead
Triggers when a lead fills in an Agent Response form.
Try ItOffice IDRequired
The Agent Response office ID you wish to add the enquiry to.
Lead EmailRequired
The email address of the lead
Type of EnquiryRequired
The type of enquiry.
Lead name
The name of the lead
Lead Telephone
The telephone number of the lead
Additional Information
Any additional information the lead has sent.
Property Address
The property address that the lead is interested in.
Storage Source
NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Trigger on changes to cells in this column only.
Try It
New Portal Entry
Triggers when a lead has been parsed from a portal such as Right Move, On The Market, etc.
Try ItStorage Source
NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
Folder
NOTE that this defaults to the root of the drive.
SpreadsheetRequired
Try ItStorage Source
NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
FolderRequired
SpreadsheetRequired
WorksheetRequired
How Agent Response + Microsoft Excel Integrations Work
- Step 1: Authenticate Agent Response and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Agent Response
Related categories
About Microsoft Excel
Related categories
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
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