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.
- Free forever for core features
- 14 day trial for premium features & apps
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
Apply To
