Create Pronto files from new Microsoft Excel rows
Whenever you add a new Microsoft Excel row, a corresponding Pronto file will be created. This is a handy template to manage partner-specific records, such as opportunities, contacts, leads, and campaigns.
Whenever you add a new Microsoft Excel row, a corresponding Pronto file will be created. This is a handy template to manage partner-specific records, such as opportunities, contacts, leads, and campaigns.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!New File
Create a File with this trigger on the pronto.
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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.