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Create personal tasks in Maximizer from new rows in the Excel sheet

  1. When this happensStep 1: New Row

  2. Then do thisStep 2: Create Personal Task

Is there a controller in your organization that continues to use spreadsheets to prioritize tasks? With Zapier, now you can have that task get created within your CRM. Never be surprised again, and take control of your day: This automation will trigger with every new row added to Excel after being set up, adding a new personal task on Maximizer for every one.

Note: This Zapier integration doesn't import existing rows into Maximizer CRM, only new rows after you've set it up.

How this Excel-Maximizer integration works

  1. Add a new row in Excel
  2. Create a personal task in Maximizer CRM

App(s) involved

  • Excel
  • Maximizer CRM
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Connect Microsoft Excel + Maximizer CRM in Minutes

It's easy to connect Microsoft Excel + Maximizer CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Row

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

New Worksheet

Triggers when a new worksheet is added to a spreadsheet.

Polling Address Book Entry

Triggers when there's a new and/or updated address book entry.

Polling Case Entry

Triggers when there's a new and/or updated case entry.

Polling Note Entry

Triggers when there's a new and/or updated note entry.

New Row in Table

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

Updated Row

Triggers when a row is added or updated in a worksheet.

Polling Appointment Entry

Triggers when there's a new and/or updated appointment entry.

Polling Lead Entry

Triggers when there's a new and/or updated lead entry.

Polling Opportunity Entry

Triggers when there's a new and/or updated opportunity entry.