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Microsoft Excel + LeadSquared

Update LeadSquared leads and add rows in Microsoft Excel

Easily keep track of updated leads with this seamless connection between LeadSquared and Microsoft Excel. Each time a lead is updated in LeadSquared, the change is mirrored in your chosen Excel spreadsheet by adding a new row with the updated information. This workflow ensures your sales data is consistently up-to-date, making it simple for you to analyze your performance using Excel.

Easily keep track of updated leads with this seamless connection between LeadSquared and Microsoft Excel. Each time a lead is updated in LeadSquared, the change is mirrored in your chosen Excel spreadsheet by adding a new row with the updated information. This workflow ensures your sales data is consistently up-to-date, making it simple for you to analyze your performance using Excel.

  1. When this happens...
    LeadSquaredLeadSquared
    Updated Lead

    Triggers when any lead field value changes.

    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
    • 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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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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