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Drive Chat + Microsoft Excel

Add new Drive Chat leads to a Microsoft Excel table as rows

Streamline your lead management process with this seamless workflow. Whenever there's a new lead in your Drive Chat, it will immediately add a new row with the lead's details to your Microsoft Excel table. Keeping track of your prospects and maintaining a well-organized lead database has never been easier!

Streamline your lead management process with this seamless workflow. Whenever there's a new lead in your Drive Chat, it will immediately add a new row with the lead's details to your Microsoft Excel table. Keeping track of your prospects and maintaining a well-organized lead database has never been easier!

  1. When this happens...
    Drive ChatDrive Chat
    New Lead

    Triggers when a new lead received.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Drive Chat triggers, actions, and search

    New Lead

    Triggers when a new lead received.

    Trigger
    Instant
    Try It
    • 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

    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
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drive-chat logo

About Drive Chat

Drive Chat allows your leads to be integrated with your chosen CRM
Help

Related categories

  • Contact Management
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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