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Bigin by Zoho CRM + Microsoft Excel

Create or update Bigin by Zoho CRM pipeline records when new rows are added in Microsoft Excel

Automate your updates by connecting Microsoft Excel and Bigin by Zoho CRM with this workflow. For every new row in Excel, a corresponding pipeline record is updated or created in Bigin by Zoho CRM. This seamless process aids in real-time data sharing, closing the information gap for a more efficient management of your CRM.

Automate your updates by connecting Microsoft Excel and Bigin by Zoho CRM with this workflow. For every new row in Excel, a corresponding pipeline record is updated or created in Bigin by Zoho CRM. This seamless process aids in real-time data sharing, closing the information gap for a more efficient management of your CRM.

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

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

    TriggerPolling
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create or Update Pipeline Record

    Creates a new pipeline record or updates the details of an existing pipeline record.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
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About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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File Management & Storage, Microsoft
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  • Add new Bigin by Zoho CRM tasks to Microsoft Excel rows for seamless organization