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Microsoft Excel + Zendesk Sell

Update Microsoft Excel rows when new Zendesk Sell deals enter a new stage

Streamline your sales tracking process with this smart workflow that connects Zendesk Sell and Microsoft Excel. As soon as a deal moves to a new stage in Zendesk Sell, this automation instantly adds a new row in your designated Excel spreadsheet. It keeps your sales data updated, making it easier to monitor stage progression and maintain an accurate record. Save time and increase productivity by letting this workflow manage your sales data updates.

Streamline your sales tracking process with this smart workflow that connects Zendesk Sell and Microsoft Excel. As soon as a deal moves to a new stage in Zendesk Sell, this automation instantly adds a new row in your designated Excel spreadsheet. It keeps your sales data updated, making it easier to monitor stage progression and maintain an accurate record. Save time and increase productivity by letting this workflow manage your sales data updates.

  1. When this happens...
    Zendesk SellZendesk Sell
    Deal Enters New Stage

    Triggers when a deal enters a new stage.

    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?
    • Is Company?

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
    • Pipeline

    • Stage

    Trigger
    Scheduled
    Try It
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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zendesk-sell logo

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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