Generate Lofty leads from updated rows in Microsoft Excel
Save time and streamline your productivity with this workflow. Whenever there's a change in your Microsoft Excel row, it's instantly converted into a new lead in Lofty. No more having to manually transfer data from spreadsheet to CRM again, and ensures your sales team is always working with the most up-to-date leads.
Save time and streamline your productivity with this workflow. Whenever there's a change in your Microsoft Excel row, it's instantly converted into a new lead in Lofty. No more having to manually transfer data from spreadsheet to CRM again, and ensures your sales team is always working with the most up-to-date leads.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
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
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.