Create new leads in Kartra for every new row in Microsoft Excel
This workflow springs into action with each new row in your Microsoft Excel. It leverages this update to streamline your workflow by creating a new lead in Kartra. It's a perfect solution for businesses seeking to ensure every potential client captured in Excel is promptly mirrored as a lead in your Kartra system, minimizing manual entry and maximizing efficiency. Trust this workflow to keep your sales process organized and dynamic.
This workflow springs into action with each new row in your Microsoft Excel. It leverages this update to streamline your workflow by creating a new lead in Kartra. It's a perfect solution for businesses seeking to ensure every potential client captured in Excel is promptly mirrored as a lead in your Kartra system, minimizing manual entry and maximizing efficiency. Trust this workflow to keep your sales process organized and dynamic.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create New Lead
Creates a new lead in your Kartra account.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired