Create contacts linked to companies in Wello Solutions from new Microsoft Excel rows
After filling new companies and contacts in Microsoft Excel, this integration automatically sends them directly to Wello Solutions. This automation allows creating companies and contacts in Odyssee with the right data.
After filling new companies and contacts in Microsoft Excel, this integration automatically sends them directly to Wello Solutions. This automation allows creating companies and contacts in Odyssee with the right data.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this...Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
- then do this!Create or Update Contact
Create or update contact and link it to the company/account.
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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
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.
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