How to connect Gro CRM + Microsoft Excel
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- Create AccountCreate a new account.Action
- Create ContactCreate a new contact.Action
- New RowTriggers when a new row is added to a worksheet in a spreadsheet.Trigger
- New Row in TableTriggers when a new row is added to a table in a spreadsheet.Trigger
- New WorksheetTriggers when a new worksheet is added to a spreadsheet.Trigger
- Updated RowTriggers when a row is added or updated in a worksheet.Trigger
- Add RowAdds a new row to the end of a worksheet.Action
- Add Row to TableAdds a new row to the end of a specific table.Action
- Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
- Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
- Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action
How Gro CRM + Microsoft Excel Integrations Work
- Step 1: Authenticate Gro CRM and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Microsoft Excel Tutorials
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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.
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