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Microsoft Excel + Lead Forensics

Track new Lead Forensics visits by adding rows to a Microsoft Excel table

Keep track of new visits in your Lead Forensics account by creating an organized record in Microsoft Excel. With this workflow, whenever a new visit occurs in Lead Forensics, a row will be added to your Excel table, allowing you to easily manage and review your leads. Stay up-to-date and optimize lead management with this time-saving automation.

Keep track of new visits in your Lead Forensics account by creating an organized record in Microsoft Excel. With this workflow, whenever a new visit occurs in Lead Forensics, a row will be added to your Excel table, allowing you to easily manage and review your leads. Stay up-to-date and optimize lead management with this time-saving automation.

  1. When this happens...
    Lead ForensicsLead Forensics
    New Visit

    Triggers when a new Visit completes.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Lead Forensics triggers, actions, and search

    New Contact

    Triggers when a new Contact is added to the Lead Forensics portal.

    Trigger
    Scheduled
    Try It
    • Trigger Report IDRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
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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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Related categories

  • Microsoft
  • Spreadsheets

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About Lead Forensics

Lead Forensics is software for turbo-charged lead generation.

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