Microsoft Excel + Leadinfo
Create spreadsheets in Microsoft Excel for each new share in Leadinfo
Experience seamless data organization with this automation. When a share occurs in Leadinfo, it instantly creates a spreadsheet in Microsoft Excel. This workflow not only ensures consistent and organized management of shares, but also saves you from manually transferring data between applications. Adopt this process and improve your efficiency immediately.
Experience seamless data organization with this automation. When a share occurs in Leadinfo, it instantly creates a spreadsheet in Microsoft Excel. This workflow not only ensures consistent and organized management of shares, but also saves you from manually transferring data between applications. Adopt this process and improve your efficiency immediately.
- When this happens...Share
Triggers when a company is manually shared in the Inbox
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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- 14 day trial for premium features & apps
Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Try ItTrigger
Triggers when a configured trigger inside Leadinfo is matched
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It
