Create new Zendesk Sell leads from new rows in your Microsoft Excel table
Streamline your sales process by connecting Microsoft Excel and Zendesk Sell. When a new row is added in Excel, a new lead is created in Zendesk Sell. This automation helps ensure prompt follow-up with potential clients, increasing conversion rates and improving your bottom line. It's an efficient way to move information between apps and keep your sales pipeline filled.
Streamline your sales process by connecting Microsoft Excel and Zendesk Sell. When a new row is added in Excel, a new lead is created in Zendesk Sell. This automation helps ensure prompt follow-up with potential clients, increasing conversion rates and improving your bottom line. It's an efficient way to move information between apps and keep your sales pipeline filled.
- When this happens...New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
- automatically do this!Create Lead
Creates a new lead.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
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SpreadsheetRequired
WorksheetRequired
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Column Headers
Zap Step Id
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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