Microsoft Excel + REsimpli 3.0

Create new REsimpli 3.0 leads from new Microsoft Excel rows

Effortlessly manage your leads with this simple automation that connects Microsoft Excel to REsimpli 3.0. Whenever a new row is added in Microsoft Excel, a lead will be created in REsimpli 3.0, streamlining your sales process and ensuring important information is stored in a timely manner. Stay organized and boost your productivity with this seamless workflow.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerScheduled
automatically do this!
Create Lead
Creates a new lead in CRM.
ActionWrite

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Supported triggers and actions

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
Create Buyer(Beta)
Creates a new Buyer/Agents.
Action
Write

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
Create Lead
Creates a new lead in CRM.
Action
Write

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

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About REsimpli 3.0

REsimpli is simple real estate investment software that requires NO customization. It empowers you with real-time data to help you make better decisions which means higher net profit.