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Microsoft Excel + Surefire CRM

Add new Microsoft Excel rows to create contacts in Surefire CRM

Effortlessly maintain your contact database with this hassle-free Microsoft Excel to Surefire CRM automation. Whenever you add a new row to your Microsoft Excel sheet, a new contact will be created in your Surefire CRM, keeping your records up-to-date and organized without the need for manual data entry. Simplify your workflow and improve efficiency by staying connected with your contacts.

Effortlessly maintain your contact database with this hassle-free Microsoft Excel to Surefire CRM automation. Whenever you add a new row to your Microsoft Excel sheet, a new contact will be created in your Surefire CRM, keeping your records up-to-date and organized without the need for manual data entry. Simplify your workflow and improve efficiency by staying connected with your contacts.

  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!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    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 Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
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