Callingly + Microsoft Excel
Trigger Callingly to call leads when new rows are added in Microsoft Excel
Enhance your productivity with this streamlined workflow. When you add a new row to your Microsoft Excel spreadsheet, this automation will trigger a lead call in Callingly without any manual intervention. It's a brilliant way to ensure your incoming leads are contacted quickly and efficiently. Let this workflow seamlessly manage your lead calls while you focus on what matters most in your business.
Enhance your productivity with this streamlined workflow. When you add a new row to your Microsoft Excel spreadsheet, this automation will trigger a lead call in Callingly without any manual intervention. It's a brilliant way to ensure your incoming leads are contacted quickly and efficiently. Let this workflow seamlessly manage your lead calls while you focus on what matters most in your business.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired
