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

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
Create personal tasks in Maximizer from new rows in the Excel sheet
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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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Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

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