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Microsoft Excel + Zendesk Sell

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.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row in Table

    Triggers when a new row is added to a table 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
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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