Microsoft Excel + PEP Cloud
Create rows in Microsoft Excel for new clients created in PEP Cloud
Increase your productivity by streamlining your client management process. With this automation workflow, whenever a new client is added in the PEP Cloud app, a fresh row of data gets inserted instantly into a specific Microsoft Excel table. This clever integration ensures all your client details are organized and up-to-date in less time and with minimal effort.
Increase your productivity by streamlining your client management process. With this automation workflow, whenever a new client is added in the PEP Cloud app, a fresh row of data gets inserted instantly into a specific Microsoft Excel table. This clever integration ensures all your client details are organized and up-to-date in less time and with minimal effort.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
- Free forever for core features
- 14 day trial for premium features & apps
Client Created
Triggers when a new client is created.
Try IteBid Lost
Triggers when an eBid is lost.
Try ItFirst Name
Last Name
Company Name
Address1
Address2
City
State
Zipcode
Country
Phone
Fax
Cell
Email
Lead?
Lead Source
Color Dot Color
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try It
