Microsoft Excel + Zoho CRM

Create Zoho CRM tags for new Microsoft Excel rows

Effortlessly keep your Zoho CRM tags up to date with new entries in your Microsoft Excel tables. This workflow will automatically add a tag in Zoho CRM whenever a new row is added in Excel, ensuring your CRM reflects the latest information without any manual intervention. Streamline your data management process and save valuable time with this seamless integration.

Effortlessly keep your Zoho CRM tags up to date with new entries in your Microsoft Excel tables. This workflow will automatically add a tag in Zoho CRM whenever a new row is added in Excel, ensuring your CRM reflects the latest information without any manual intervention. Streamline your data management process and save valuable time with this seamless integration.

  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!
    Zoho CRMZoho CRM
    Add Tag

    Add new tag to existing module entries

    ActionWrite
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Supported triggers and actions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write