Create Salesforce records from updated Microsoft Excel rows
Maintain accurate data across your Microsoft Excel sheets and Salesforce records with this seamless workflow. When you update a row in Excel, the corresponding record in Salesforce gets updated as well, ensuring consistent and up-to-date information. Streamline your sales process by eliminating manual data entry tasks and enhancing efficiency with this automation.
Maintain accurate data across your Microsoft Excel sheets and Salesforce records with this seamless workflow. When you update a row in Excel, the corresponding record in Salesforce gets updated as well, ensuring consistent and up-to-date information. Streamline your sales process by eliminating manual data entry tasks and enhancing efficiency with this automation.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired