Microsoft Excel + LionDesk
Create new LionDesk contacts from new rows in Microsoft Excel
Optimize your client management process with this simple workflow. When you add a new row in Microsoft Excel, this helpful automation will create a contact in LionDesk in real time. Take the hassle out of manual data entry and ensure a seamless transfer of contact information from your spreadsheets to your LionDesk client list. Stay organized and focused on building client relationships, not the busywork.
Optimize your client management process with this simple workflow. When you add a new row in Microsoft Excel, this helpful automation will create a contact in LionDesk in real time. Take the hassle out of manual data entry and ensure a seamless transfer of contact information from your spreadsheets to your LionDesk client list. Stay organized and focused on building client relationships, not the busywork.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired
