Microsoft Excel + Leap CRM

Create new Leap CRM leads from new rows in your Microsoft Excel table

Simplify the process of generating new leads with this seamless workflow. No longer worry about manually inputting data from Microsoft Excel into the Leap CRM app. Now, whenever a new row is added to your Microsoft Excel table, it instantly creates a new lead in Leap CRM. This efficient automation allows for improved business productivity by ensuring all important leads are instantly captured and tracked, saving you time and enhancing your customer engagement.

Simplify the process of generating new leads with this seamless workflow. No longer worry about manually inputting data from Microsoft Excel into the Leap CRM app. Now, whenever a new row is added to your Microsoft Excel table, it instantly creates a new lead in Leap CRM. This efficient automation allows for improved business productivity by ensuring all important leads are instantly captured and tracked, saving you time and enhancing your customer engagement.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

    TriggerPolling
  2. automatically do this!
    Leap CRMLeap CRM
    Create Lead

    Creates a Lead on the APP

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • Worksheet IDRequired

    • RangeRequired

    • Apply To

    Action
    Write
excel logo
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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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About Leap CRM

Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.

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