Microsoft Excel + Simple CRM
Create Simple CRM companies, contacts, and interactions with new Microsoft Excel rows
Tired of copying and pasting data from Excel to Simple CRM ? This Zapier integration can help. Set it up to automatically create a new Simple CRM contact, company and interaction each time a row is added to a specified Excel spreadsheet.
Tired of copying and pasting data from Excel to Simple CRM ? This Zapier integration can help. Set it up to automatically create a new Simple CRM contact, company and interaction each time a row is added to a specified Excel spreadsheet.
- 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 contact
- then do this...Create Company
Creates a Company
- then do this!Create Interaction
Creates an interaction
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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
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.
Related categories
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
DocumentsAbout Simple CRM
Simple CRM is a team collaboration tool to unite company data in one place
