Create Salesforce contacts from new Microsoft Excel rows
Keep your customer data updated across different platforms with this efficient workflow. When a new row is added in Microsoft Excel, a new contact is instantly created in Salesforce. This ensures your sales team always has the most current information at their fingertips, enhancing communication and fostering better customer relationships.
Keep your customer data updated across different platforms with this efficient workflow. When a new row is added in Microsoft Excel, a new contact is instantly created in Salesforce. This ensures your sales team always has the most current information at their fingertips, enhancing communication and fostering better customer relationships.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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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