Microsoft Excel + NeonCRM
Create rows in Microsoft Excel for new NeonCRM accounts
Effortlessly keep track of new accounts in your NeonCRM system with this seamless automation. When a new account is added in NeonCRM, a row will be created in your Microsoft Excel spreadsheet containing the account details. Stay organized and up-to-date by easily managing your client information without any manual data entry.
Effortlessly keep track of new accounts in your NeonCRM system with this seamless automation. When a new account is added in NeonCRM, a row will be created in your Microsoft Excel spreadsheet containing the account details. Stay organized and up-to-date by easily managing your client information without any manual data entry.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount TypeRequired
Middle Name
Preferred Name
Suffix
Salutation
Title
Department
Deceased
Email 1
Email 2
Email 3
Gender
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
Address Type
Fax Number
Fax Type
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Phone 3
Phone 3 Type
URL
Source
Send System Email
No Solicitation
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
Account IDRequired
Amount (in USD)Required
Donation Date/TimeRequired
StatusRequired
Campaign
Fund
Purpose
Source
Solicitation Method
Send Acknowledgement Email
AnonymousRequired
Tender TypeRequired
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
