Microsoft Excel + LIME Go

Add newly-won deals in LIME Go to rows in Excel tables

Avoid boring and time-consuming manual work. This Zap streamlines your deal workflows by automatically sending information about each newly-won deal in LIME Go to a row in a table in a specified Excel spreadsheet. Do this for reporting purposes, or to easily redirect them into your ERP-system.

When this happens...
Won Deal
Triggers when a deal is won in Lime Go.
TriggerInstant
automatically do this!
Add Row to Table
Adds a new row to the end of a specific table.
ActionWrite

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Supported triggers and actions

What does this mean?

Registered Negative Call
Triggers when a negative call has been registered in a calling list.
Trigger
Instant
Try It
Company Worked On
Triggers when a company gets the relation "Working On It".
Trigger
Instant
Try It
Updated Deal Status
Triggers when the status of deals changes. Only true for intermediate statuses.
Trigger
Instant
Try It
Lost Customer
Triggers when a company gets the relation "Was A Customer".
Trigger
Instant
Try It
Booked Meeting
Triggers when meeting is booked in Lime Go.
Trigger
Instant
Try It

Company in Touch
Triggers when a company gets the relation "Been in touch".
Trigger
Instant
Try It
- IDRequired
- Relation
- Coworker identifier
- Tags to add
Action
Write

- IDRequired
- External key nameRequired
- External key valueRequired
Action
Write
- External Key NameRequired
- External Key ValueRequired
Action
Search
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

Registered Positive Call
Triggers when a positive call has been registered in a calling list.
Trigger
Instant
Try It
New Customer
Triggers when a company gets the relation "Is A Customer".
Trigger
Instant
Try It
Won Deal
Triggers when a deal is won in Lime Go.
Trigger
Instant
Try It
Lost Deal
Triggers when a deal is lost in Lime Go.
Trigger
Instant
Try It
Reported Meeting
Triggers when meeting is reported using Lime Go.
Trigger
Instant
Try It
- IDRequired
- Coworker identifier
- Status
- Note
- Tags to add
Action
Write
- IDRequired
- External key nameRequired
- External key valueRequired
Action
Write
- NameRequired
- StrengthRequired
- Organization Id
- Organization Name
- Organization Registration Number
- Organization Source ID
- Organization VAT Number
- Person Id
- Person Email
- Person First Name
- Person Last Name
- Person Phone
- Note
Action
Write
- External Key NameRequired
- External Key ValueRequired
Action
Search
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

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

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OneDrive

File Management & Storage, Microsoft

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Documents

About LIME Go

LIME Go is a smart CRM-system with all Nordic companies and decision makers already included and always kept up to date. LIME Go helps you find and win deals, from first contact to signed contract.

Help

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Sales & CRM

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Microsoft Excel + LIME Go

Add newly-won deals in LIME Go to rows in Excel tables

Registered Negative Call

Company Worked On

Updated Deal Status

Lost Customer

Booked Meeting

Company in Touch

Update Organization

Relation

Coworker identifier

Tags to add

Set External Key on Organization

IDRequired

External key nameRequired

External key valueRequired

Find a Deal by External Key

External Key NameRequired

External Key ValueRequired

New Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Zap Step Id

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

Registered Positive Call

New Customer

Won Deal

Lost Deal

Reported Meeting

Update Deal

IDRequired

Coworker identifier

Status

Note

Tags to add

Set External Key on Deal

IDRequired

External key nameRequired

External key valueRequired

Create Signal

NameRequired

StrengthRequired

Organization Id

Organization Name

Organization Registration Number

Organization Source ID

Organization VAT Number

Person Id

Person Email

Person First Name

Person Last Name

Person Phone

Note

Find an Organization by External Key

External Key NameRequired