CustomerX + Microsoft Excel
Create or update CustomerX contacts from new rows in Microsoft Excel
Streamline your customer management process with a seamless workflow between Microsoft Excel and CustomerX. When a new row is added in your Excel spreadsheet, it triggers an immediate update or creation of a contact in your CustomerX app. This automation not only simplifies data entry but also ensures your customer information is always up-to-date, allowing you to focus on building stronger customer relationships.
Streamline your customer management process with a seamless workflow between Microsoft Excel and CustomerX. When a new row is added in your Excel spreadsheet, it triggers an immediate update or creation of a contact in your CustomerX app. This automation not only simplifies data entry but also ensures your customer information is always up-to-date, allowing you to focus on building stronger customer relationships.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create or Update Contact
Create Or Update Contact
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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
