Microsoft Excel + Microsoft Dynamics 365 CRM
Create Excel spreadsheets of Crossbeam overlap information with new lead updates in Dynamics 365 CRM
When a lead in your Microsoft Dynamics 365 CRM changes status, this Zap will automatically look up any overlaps in Crossbeam. It will then create a new Excel spreadsheet with the overlap information, giving you instant insights without the need for manual searching and updates.
When a lead in your Microsoft Dynamics 365 CRM changes status, this Zap will automatically look up any overlaps in Crossbeam. It will then create a new Excel spreadsheet with the overlap information, giving you instant insights without the need for manual searching and updates.
- When this happens...Lead Updated
Triggers when a lead has been updated.
- automatically do this...
- then do this...
- then do this!Create Spreadsheet
Creates a new spreadsheet
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
DocumentsAbout Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
