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Microsoft Excel + MarketSharp

Submit new leads in MarketSharp whenever new rows are added in Microsoft Excel

Save time and enhance lead management with this workflow. When a new row is added in Microsoft Excel, it will instantly submit the information as a lead in MarketSharp. This seamless data transfer process assists in managing your leads efficiently, eliminating manual data entry while ensuring you never miss a potential client. This is an ideal workflow for businesses looking to streamline their lead management process.

Save time and enhance lead management with this workflow. When a new row is added in Microsoft Excel, it will instantly submit the information as a lead in MarketSharp. This seamless data transfer process assists in managing your leads efficiently, eliminating manual data entry while ensuring you never miss a potential client. This is an ideal workflow for businesses looking to streamline their lead management process.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    MarketSharpMarketSharp
    Submit Lead

    Submits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the contact.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • 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

    • 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
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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

  • Microsoft
  • Spreadsheets

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About MarketSharp

MarketSharp is a CRM program for contractors, remodelers, and home improvement professionals. It helps companies organize their leads, customers, and jobs, as well as automate their business processes.
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