Microsoft Excel + Less Annoying CRM
Add new Less Annoying CRM contacts to Microsoft Excel as rows in a table
Effortlessly keep track of new contacts in your Less Annoying CRM by adding them to a Microsoft Excel spreadsheet. With this workflow, each time a new contact is created in Less Annoying CRM, their details will be automatically added to a designated Excel table. Stay organized and save time by letting this automation handle the data entry for you.
Effortlessly keep track of new contacts in your Less Annoying CRM by adding them to a Microsoft Excel spreadsheet. With this workflow, each time a new contact is created in Less Annoying CRM, their details will be automatically added to a designated Excel table. Stay organized and save time by letting this automation handle the data entry for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Hook should trigger for actions taken by:Required
Try ItHook should trigger for actions taken by:Required
Try ItContactRequired
Note
Pipeline Item to updateRequired
Status
Note
Hook should trigger for actions taken by:Required
Try ItRecord TypeRequired
User to assign contact toRequired
Contact to editRequired
User to assign contact to
ContactRequired
GroupRequired
