Microsoft Excel + Freshsales Classic

Create Freshsales Classic leads from updated Microsoft Excel rows

Easily manage and organize leads by integrating Microsoft Excel and Freshsales Classic with this seamless workflow. When an updated row occurs in Microsoft Excel, a new lead will be created in Freshsales Classic, ensuring your sales team is always up-to-date with the latest information. Stay organized and streamline your lead management process with this efficient automation.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerScheduled
automatically do this!
Create Lead
Creates a new lead.
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
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It

New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Name / Deal IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
- NoteRequired
Action
Write
- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Write
- Delete ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Search or 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
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or write

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

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Microsoft Excel + Freshsales Classic

Create Freshsales Classic leads from updated Microsoft Excel rows

New Row

Storage Source

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Zap Step Id

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

New Account

Filter NameRequired

New Deal

Filter NameRequired

New Task

Add Note to Deal

Update ByRequired

Enter Name / Deal IDRequired

NoteRequired

Add Note to Sales Account

Update ByRequired

Enter Name / Account IDRequired

NoteRequired

Create Contact

First Name

Last Name

Email

Mobile Number

Create Lead

First Name

Last NameRequired

Company Name

Email

Mobile Number

Delete Contact

Delete ByRequired

Enter Email / Contact IDRequired

Update Account

Update ByRequired

Enter Name / Account IDRequired

Update Deal

Update ByRequired

Enter Name / Deal IDRequired

Find Account

Account NameRequired

Find Lead

Find ByRequired

Email / Phone NORequired

Search the matching Leads

Find ByRequired

Email / Phone NORequired

First Name

Last NameRequired

Company Name

Email

Mobile Number

New Row in Table

Storage Source

FolderRequired