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Microsoft Excel + IRIS CRM

Microsoft Excel + IRIS CRM

Microsoft Excel + IRIS CRM integrations

Update rows in Microsoft Excel when lead status changes in IRIS CRM

Manage your sales process more efficiently with this workflow between IRIS CRM and Microsoft Excel. When a lead status is updated in IRIS CRM, a new row will be added to your Microsoft Excel sheet. This seamless integration ensures the smooth transition of data and helps in maintaining an organized track of your leads. Boost your productivity and keep everything up-to-date with this time-saving solution.

  1. When this happens...
    Lead Status Updated
    Lead Status Updated
    Lead Status UpdatedTriggers when a lead's status 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 IRIS CRM and Microsoft Excel

Discover other triggers and actions you can use with IRIS CRM and Microsoft Excel

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    Lead Deleted

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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 IRIS CRM
IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
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