Microsoft Excel + Salesforce
Create Salesforce records from new rows in Microsoft Excel
Effortlessly manage data between Microsoft Excel and Salesforce with this efficient workflow. As soon as a new row appears in your Excel spreadsheet, a corresponding record is immediately created in Salesforce. This seamless process ensures your customer information is updated promptly, enabling better business insights and decision making. No need to manually transfer data - let this workflow do the heavy-lifting for you.
Effortlessly manage data between Microsoft Excel and Salesforce with this efficient workflow. As soon as a new row appears in your Excel spreadsheet, a corresponding record is immediately created in Salesforce. This seamless process ensures your customer information is updated promptly, enabling better business insights and decision making. No need to manually transfer data - let this workflow do the heavy-lifting for you.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
