Create or update Zoho CRM module entries from new Microsoft Excel rows
Effortlessly keep your CRM up to date with this seamless workflow between Microsoft Excel and Zoho CRM. When you add or update a row in your Excel spreadsheet, this automation creates or updates a module entry in Zoho CRM. No need to manually transfer data, saving you time and ensuring accurate, up-to-date information in both platforms.
Effortlessly keep your CRM up to date with this seamless workflow between Microsoft Excel and Zoho CRM. When you add or update a row in your Excel spreadsheet, this automation creates or updates a module entry in Zoho CRM. No need to manually transfer data, saving you time and ensuring accurate, up-to-date information in both platforms.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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