Microsoft Excel + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Microsoft Excel and Salesforce.

Connect Microsoft Excel + Salesforce in Minutes

It's easy to connect Microsoft Excel + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

New Worksheet

Triggers when a new worksheet is added to a spreadsheet.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

New Row in Table

Triggers when a new row is added to a table in a spreadsheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

How Microsoft Excel + Salesforce Integrations Work

  1. Step 1: Authenticate Microsoft Excel + Salesforce.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Microsoft Excel + Salesforce