Microsoft Excel + Freshsales Classic

Microsoft Excel + Freshsales Classic integrations

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 RowTriggers when a row is added or updated in a worksheet.
TriggerPolling
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Microsoft Excel and Freshsales Classic

Discover other triggers and actions you can use with Microsoft Excel and Freshsales Classic

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Update By
  Required
- Enter Email / Lead ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update By
  Required
- Enter Contact ID / Email ID / Phone NO
  Required
Action
Write
- Lead ID
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
Action
Write
- Update By
  Required
- Enter Email / Lead ID
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Update By
  Required
- Enter Name / Deal ID
  Required
- Note
  Required
Action
Write
- Update By
  Required
- Enter Name / Account ID
  Required
- Note
  Required
Action
Write
- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last Name
  Required
- Company Name
- Email
- Mobile Number
Action
Write
- Delete By
  Required
- Enter Email / Contact ID
  Required
Action
Write
- Update By
  Required
- Enter Name / Account ID
  Required
Action
Write
- Update By
  Required
- Enter Name / Deal ID
  Required
Action
Write
- Account Name
  Required
Action
Search
- Find By
  Required
- Email / Phone NO
  Required
Action
Search
- Find By
  Required
- Email / Phone NO
  Required
- First Name
- Last Name
  Required
- Company 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.

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Spreadsheets

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Create rows in Microsoft Excel for new deals in Freshsales Classic

Related Zap Templates

Create rows in Microsoft Excel for new deals in Freshsales Classic