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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.

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

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

    TriggerScheduled
  2. automatically do this!
    clieent.comclieent.com
    Create Opportunity

    That Action create a Opportunity in a specific Flow Step in your clieent.com account.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
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About clieent.com

clieent.com is a powerful crm that helps you grow your business
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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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Related categories

Similar apps

OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
Quip integrationsQuip integrations

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Documents

Related Zap Templates

  • Create new stakeholders in clieent.com from new rows in Microsoft Excel table

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