How to connect BoomTown + Microsoft Excel
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- Call LoggedTriggers when a call is logged for one of your assigned leads.Trigger
- Category ChangedTriggers when a category is changed for one of your assigned leads.Trigger
- Email ReceivedTriggers when you receive a email from one of your assigned leads.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Lead Asked QuestionTriggers when a lead submits a web inquiry or question on your BoomTown site.Trigger
- Tag AddedTriggers when a tag is added to an assigned lead.Trigger
- Tag RemovedTriggers when a tag is removed from an assigned lead.Trigger
- Text ReceivedTriggers when you receive a text message from one of your assigned leads.Trigger
- BoomTown
Triggers when a To-Do is created for an assigned lead.
Instant
Trigger
- BoomTown
Creates a new lead or updates an existing lead.
Scheduled
Action
- Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
- Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
- Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
- Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
- Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
- Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action
How BoomTown + Microsoft Excel Integrations Work
- Step 1: Authenticate BoomTown 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.
Microsoft Excel Tutorials
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