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Microsoft Excel + Zendesk Sell

Create Zendesk Sell leads from new rows on Excel

The sooner you engage with those leads, the better your chance at conversion. Set up this Zap and we'll do all the heavy lifting so you don't waste your time: It will trigger every time you add a new row on Excel after that, creating a new lead on Zendesk Sell with the information so your outreach can begin without delay.

The sooner you engage with those leads, the better your chance at conversion. Set up this Zap and we'll do all the heavy lifting so you don't waste your time: It will trigger every time you add a new row on Excel after that, creating a new lead on Zendesk Sell with the information so your outreach can begin without delay.

  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!
    Zendesk SellZendesk Sell
    Create Lead

    Creates a new lead.

    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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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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About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

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