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Microsoft Excel + LeadSquared

Add new LeadSquared leads to Microsoft Excel as rows

When a new lead is identified in LeadSquared, this workflow streamlines your process by instantly adding a row to your Microsoft Excel spreadsheet. This seamless link between LeadSquared and Microsoft Excel organizes your data, ensuring you never miss a lead and your records stay updated. This automation saves time and reduces manual data entry, allowing you to focus on transforming leads into customers.

When a new lead is identified in LeadSquared, this workflow streamlines your process by instantly adding a row to your Microsoft Excel spreadsheet. This seamless link between LeadSquared and Microsoft Excel organizes your data, ensuring you never miss a lead and your records stay updated. This automation saves time and reduces manual data entry, allowing you to focus on transforming leads into customers.

  1. When this happens...
    LeadSquaredLeadSquared
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • LeadSquared triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
  • LeadSquared triggers, actions, and search

    Updated Lead

    Triggers when any lead field value changes.

    Trigger
    Instant
    Try It

    • From StageRequired

    • To StageRequired

    Trigger
    Instant
    Try It

    • Sales Owner EmailRequired

    • ProductRequired

    • Lead IdRequired

    • RevenueRequired

    • Sales DateRequired

    • StatusRequired

    Action
    Write

    • Activity EventRequired

    Trigger
    Instant
    Try It

    • Landing Pages

    Trigger
    Instant
    Try It

    • Email Address or Lead IdRequired

    • Activity EventRequired

    • Activity Note

    • Activity Date Time

    Action
    Write
  • LeadSquared triggers, actions, and search

    Create or Update Lead

    Create a new lead or update an existing contact based on email address.

    Action
    Write
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excel logo

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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leadsquared logo

About LeadSquared

LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.
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