Create leads in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel
Easily stay on top of new leads from Microsoft Excel by adding them directly to Microsoft Dynamics 365 CRM with this seamless workflow. When a new row is created in your Excel sheet, a lead will be generated in Dynamics 365 CRM, making sure you never miss out on crucial business opportunities. Save time and streamline your lead tracking process with this efficient solution.
Easily stay on top of new leads from Microsoft Excel by adding them directly to Microsoft Dynamics 365 CRM with this seamless workflow. When a new row is created in your Excel sheet, a lead will be generated in Dynamics 365 CRM, making sure you never miss out on crucial business opportunities. Save time and streamline your lead tracking process with this efficient solution.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Lead
Creates a new lead.
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Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id