Microsoft Excel + Salesforce
Add new Salesforce leads to Microsoft Excel rows instantly
Streamline your sales process with this Salesforce to Microsoft Excel workflow. Whenever a new lead is generated in Salesforce, this workflow instantly adds a new row in your Microsoft Excel, keeping your spreadsheets updated. It's a hassle-free way to ensure important lead information is never missed and always accessible for your team.
Streamline your sales process with this Salesforce to Microsoft Excel workflow. Whenever a new lead is generated in Salesforce, this workflow instantly adds a new row in your Microsoft Excel, keeping your spreadsheets updated. It's a hassle-free way to ensure important lead information is never missed and always accessible for your team.
- When this happens...
New LeadTriggers when a new Lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add RowAdds a new row to the end of a worksheet.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
New NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
No Match Copy
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Column IndexRequired
Apply To
Header Preservation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Excel
Related categories
About Salesforce
Related categories
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- Create rows in Microsoft Excel for new Salesforce records
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- Add rows in Microsoft Excel for new Salesforce outbound messages
- Create Salesforce records from updated Microsoft Excel rows
- Create Salesforce leads from new Microsoft Excel rows
- Update Salesforce records when Microsoft Excel rows are updated
- Update rows in Microsoft Excel when records are updated in Salesforce
- Create Salesforce records from new rows in Microsoft Excel
- Create Salesforce contacts from new Microsoft Excel rows
- Update rows in Microsoft Excel when records are updated in Salesforce
- Add new Salesforce contacts to Microsoft Excel rows instantly
- Update rows in Microsoft Excel when updated fields on records happen in Salesforce
- Create spreadsheets in Microsoft Excel for new records in Salesforce
- Update Salesforce records when new rows are added in Microsoft Excel
- Update Salesforce contacts when new rows are added in Microsoft Excel
- Add rows in Microsoft Excel for each new record in Salesforce
- Update Salesforce leads whenever new rows are added in Microsoft Excel
Related Zap Templates
- Create rows in Microsoft Excel for new Salesforce records
- Create leads in Salesforce from new rows in Microsoft Excel
- Create Salesforce records from updated Microsoft Excel rows
- Update rows in Microsoft Excel when records are updated in Salesforce
- Update rows in Microsoft Excel when records are updated in Salesforce
- Add rows in Microsoft Excel for new Salesforce records
- Add rows in Microsoft Excel for new Salesforce outbound messages
- Update Salesforce records when Microsoft Excel rows are updated
- Create Salesforce contacts from new Microsoft Excel rows
- Update rows in Microsoft Excel when updated fields on records happen in Salesforce