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Microsoft Excel + LeadSquared

Add rows in Microsoft Excel for new lead activities in LeadSquared

Stay organized and informed with new lead activities in the LeadSquared app by integrating it with your Microsoft Excel. Whenever a new activity for a lead occurs in LeadSquared, a new row will be instantly added to your selected Excel spreadsheet. This automation not only saves time but also ensures that all lead-related activities are efficiently recorded and easy to track in Excel.

Stay organized and informed with new lead activities in the LeadSquared app by integrating it with your Microsoft Excel. Whenever a new activity for a lead occurs in LeadSquared, a new row will be instantly added to your selected Excel spreadsheet. This automation not only saves time but also ensures that all lead-related activities are efficiently recorded and easy to track in Excel.

  1. When this happens...
    LeadSquaredLeadSquared
    New Activity for Lead

    Triggers when an activity is posted to a lead.

    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.
Learn moreHelp

Related categories

Similar apps

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

  • Update LeadSquared leads and add rows in Microsoft Excel
  • Create or update LeadSquared leads from new Microsoft Excel rows
  • Add new LeadSquared leads to Microsoft Excel as rows

Related Zap Templates