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Microsoft Excel + Salestrekker

Create new Salestrekker deals from new rows in Microsoft Excel

Boost your sales efficiency with this streamlined workflow that connects Microsoft Excel and Salestrekker. Whenever a new row is added in your Excel spreadsheet, a new deal is immediately created in Salestrekker. This means no more manual data entry or transferring information between platforms, letting you focus on closing deals and growing your business.

Boost your sales efficiency with this streamlined workflow that connects Microsoft Excel and Salestrekker. Whenever a new row is added in your Excel spreadsheet, a new deal is immediately created in Salestrekker. This means no more manual data entry or transferring information between platforms, letting you focus on closing deals and growing your business.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

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

    TriggerScheduled
  2. automatically do this!
    SalestrekkerSalestrekker
    Create New Deal

    Creates a new Deal.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Related categories

  • Microsoft
  • Spreadsheets

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About Salestrekker

Salestrekker is CRM software for finance professionals.
Learn moreHelp

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