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Microsoft Excel + OMG Sales Assessments

Process new OMG Sales Assessments and add rows in Microsoft Excel

Streamline your sales assessment process with this powerful workflow. When an assessment is processed in OMG Sales Assessments, a new row is added in your Microsoft Excel sheet. This seamless integration saves time in record keeping and ensures each assessment is accurately captured in real-time, enhancing your sales team's efficiency and productivity.

Streamline your sales assessment process with this powerful workflow. When an assessment is processed in OMG Sales Assessments, a new row is added in your Microsoft Excel sheet. This seamless integration saves time in record keeping and ensures each assessment is accurately captured in real-time, enhancing your sales team's efficiency and productivity.

  1. When this happens...
    OMG Sales AssessmentsOMG Sales Assessments
    Candidate Assessment Processed

    Triggers when a candidate is processed.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

    • Access CodeRequired

    • Language

    • First Name

    • Last Name

    • Email Address

    • Client Reference

    • Send Email to Candidate

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
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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.
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Related categories

  • Microsoft
  • Spreadsheets

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About OMG Sales Assessments

Objective Management Group's (OMG) Sales Candidate Assessment is a sales-specific screening tool that provides an analysis of a candidate's skills, strengths and capabilities, and recommends whether to move forward with an interview.

Related categories

  • Analytics