Create personal tasks in Maximizer from new rows in the Excel sheet
When this happensStep 1: New Row
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
- Add a new row in Excel
- Create a personal task in Maximizer CRM
- Maximizer CRM