clieent.com + Microsoft Excel
Create opportunities in clieent.com from new rows in Microsoft Excel
Effortlessly keep track of your business opportunities with this innovative workflow. When a new row is added in Microsoft Excel, a corresponding opportunity is created in the clieent.com app. This process simplifies data entry and assures that every potential deal is promptly registered. Embrace this streamlined approach for managing opportunities and witness your productivity soar.
Effortlessly keep track of your business opportunities with this innovative workflow. When a new row is added in Microsoft Excel, a corresponding opportunity is created in the clieent.com app. This process simplifies data entry and assures that every potential deal is promptly registered. Embrace this streamlined approach for managing opportunities and witness your productivity soar.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Opportunity
That Action create a Opportunity in a specific Flow Step in your clieent.com account.
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