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BSI + Microsoft Excel

Add new BSI customers to Microsoft Excel rows effortlessly for streamlined data management

Track your new BSI customers effortlessly. This workflow efficiently enters new customer details from the BSI app into a Microsoft Excel spreadsheet, simplifying the process of data management. It ensures every new customer's information is promptly recorded in Excel, making the updating of records stress-free.

Track your new BSI customers effortlessly. This workflow efficiently enters new customer details from the BSI app into a Microsoft Excel spreadsheet, simplifying the process of data management. It ensures every new customer's information is promptly recorded in Excel, making the updating of records stress-free.

  1. When this happens...
    BSIBSI
    New Customer

    Triggers when a new customer from BSI is ready.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • URL (Entwurf/Live)Required

    Trigger
    Scheduled
    Try It
    • URL (Entwurf/Live)Required

    Trigger
    Scheduled
    Try It
    • URL (Entwurf/Live)Required

    • Customer identificationRequired

    • Subject

    • Responsible identification

    • Sales responsible identification

    • Notes

    • Status

    • Start date

    • End date

    • Price

    Action
    Write
    • URL (Entwurf/Live)Required

    • Customer Identification

    • Salutation

    • Title

    • Last name

    • First name

    • Street and House no.

    • Zip code

    • City

    • Country

    • Telephone

    • Mobile

    • E-Mail

    • Birthday

    • Language

    • Origin

    • Event

    • Notes

    • Creation date

    • Gender

    Action
    Write
    • URL (Entwurf/Live)Required

    Trigger
    Scheduled
    Try It
    • URL (Entwurf/Live)Required

    • Customer identificationRequired

    • Subject

    • Start date

    • Responsible identification

    • Channel

    • Address

    • Notes

    Action
    Write
    • URL (Entwurf/Live)Required

    • Customer IdentificationRequired

    • Subject

    • Due date

    • Responsible Identification

    • Lead identification

    • Notes

    • High priority

    Action
    Write
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About BSI

Unsere Softwarelösungen vereinen das Beste von CRM und Marketing Automation und überzeugen als intelligente und benutzerfreundliche Helfer.
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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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