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Microsoft Excel + SharpSpring

Create rows in Microsoft Excel for new leads in SharpSpring

Keep track of new leads from SharpSpring in an organized manner with this efficient workflow. Whenever a new lead is created in SharpSpring, this automation will add a row in your Microsoft Excel spreadsheet with the corresponding lead information. Stay on top of your lead management without manual data entry, and focus on turning those prospects into customers.

Keep track of new leads from SharpSpring in an organized manner with this efficient workflow. Whenever a new lead is created in SharpSpring, this automation will add a row in your Microsoft Excel spreadsheet with the corresponding lead information. Stay on top of your lead management without manual data entry, and focus on turning those prospects into customers.

  1. When this happens...
    SharpSpringSharpSpring
    New Lead

    When a lead has been created in sharpspring.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SharpSpring triggers, actions, and search

    New Account

    A new Account is created in SharpSpring.

    Trigger
    Scheduled
    Try It
    • Account Owner

    • Account NameRequired

    • Industry

    • Phone

    • Number of Employees

    • Website

    • Address

    • City

    • State

    • Country

    Action
    Write
    • Campaign NameRequired

    • Campaign Type

    • Campaign Alias

    • Campaign Origin

    • Quantity

    • Price

    • Goal

    • Other Costs

    Action
    Write
excel logo
excel logo

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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