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Convolo Leads + Microsoft Excel

Create calls in Convolo Leads from new rows in Microsoft Excel

With this automation, every time a fresh row emerges in your Microsoft Excel sheet, a corresponding call gets made through the Convolo Leads application. Simplify your process, eliminate manual data entry, and allow your team to promptly act on valuable leads extracted from your excel data. This workflow bridges the gap between your excel data and lead management, enhancing your productivity and effectiveness.

With this automation, every time a fresh row emerges in your Microsoft Excel sheet, a corresponding call gets made through the Convolo Leads application. Simplify your process, eliminate manual data entry, and allow your team to promptly act on valuable leads extracted from your excel data. This workflow bridges the gap between your excel data and lead management, enhancing your productivity and effectiveness.

  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!
    Convolo LeadsConvolo Leads
    Make a Call

    Makes Call

    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 Convolo Leads

Convolo Leads is a lead-to-call automation tool that connects a phone call between your sales people and your new leads within 30 seconds after they showed interest.
Help

Related categories

  • Forms & Surveys

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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.
Help

Related categories

Similar apps

OneDrive integrationsOneDrive integrations

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File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations

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Spreadsheets
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