Create contacts or leads in Keller Williams Command from new rows in Microsoft Excel
Unify your sales process through this workflow that once any new data is added in a row in your Microsoft Excel, it instantly creates a contact or lead in your Keller Williams Command. This handy automation provides a seamless bridge between your data management and customer relations, ensuring timely and efficient contact or lead creation. Stay organized, reduce the risk of lost data, and nurture your sales pipeline without needing any manual work.
Unify your sales process through this workflow that once any new data is added in a row in your Microsoft Excel, it instantly creates a contact or lead in your Keller Williams Command. This handy automation provides a seamless bridge between your data management and customer relations, ensuring timely and efficient contact or lead creation. Stay organized, reduce the risk of lost data, and nurture your sales pipeline without needing any manual work.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Contact or Lead
Creates a new contact.
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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