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Microsoft Excel + FLG

Microsoft Excel + FLG

Microsoft Excel + FLG integrations

Update rows in Microsoft Excel when leads are updated in FLG

Stay updated on lead activities directly from your preferred Microsoft Excel spreadsheet with this workflow. Whenever there's an update to a lead in FLG, the information will instantly appear as a new row in your selected Excel file. This process enhances your organization methods, and provides an efficient method of tracking lead data, saving you time in managing your business operations.

  1. When this happens...
    Lead Updated
    Lead Updated
    Lead UpdatedTriggers when a lead is updated.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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More things you can do with FLG and Microsoft Excel

Discover other triggers and actions you can use with FLG and Microsoft Excel

    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    Trigger
    Instant
    Try It
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Trigger
    Instant
    Try It
    • Skip_test_msg
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Reference
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Trigger
    Instant
    Try It
    • Skip_test_msg
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Action
    Write
    • Metadata Field: Reference
    • Standard Field: First Name
    • Standard Field: Last Name
    • Metadata Field: Company Name
    • Standard Field: Email
    • Standard Field: Telephone No.
    • Standard Field: Address Line 1
    • Standard Field: Postcode
    • Metadata Field: Date Created - Start.
    • Metadata Field: Date Created - End.
    Action
    Search
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
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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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About FLG
A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.
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Related Zap Templates

  • Create rows in Microsoft Excel for new leads in FLG