Kiflo PRM + Microsoft Excel Integrations
How to connect Kiflo PRM + Microsoft Excel
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Contact AddedTriggers when a new contact is added.Trigger- Contact UpdatedTriggers when a property on an existing contact is updated.Trigger
- Customer AddedTriggers when a new customer is added.Trigger
- Customer UpdatedTriggers when a new customer is updated.Trigger
- Deal AcceptedTriggers when a new deal is accepted.Trigger
- Deal AddedTriggers when a new deal is added.Trigger
- Deal Note AddedTriggers when a new note is added on a deal.Trigger
- Deal Stage ChangedTriggers when a deal moves to a new stage.Trigger
- Kiflo PRM
Triggers when a new deal is refused.
Instant
Trigger
- Kiflo PRM
Triggers when a property on an existing deal is updated.
Instant
Trigger
- Kiflo PRM
Triggers when a new lead is accepted.
Instant
Trigger
- Kiflo PRM
Triggers when a new lead is added.
Instant
Trigger
- Kiflo PRM
Triggers when a new note is added on a lead.
Instant
Trigger
- Kiflo PRM
Triggers when a new lead is refused.
Instant
Trigger
- Kiflo PRM
Triggers when a new lead is updated.
Instant
Trigger
- Kiflo PRM
Triggers when a partner application is accepted.
Instant
Trigger
- Kiflo PRM
Triggers when a new partner application is added.
Instant
Trigger
- Kiflo PRM
Triggers when a partner application is rejected.
Instant
Trigger
- Kiflo PRM
Triggers when a new partner is added.
Instant
Trigger
- Kiflo PRM
Triggers when a new note is added on a partner.
Instant
Trigger
- Kiflo PRM
Triggers when a partner moves to a new onboarding stage.
Instant
Trigger
- Kiflo PRM
Triggers when a new partner is updated.
Instant
Trigger
- Kiflo PRM
Triggers when a partner as added to a new program level.
Instant
Trigger
- Kiflo PRM
Triggers when a new reward is created.
Instant
Trigger
- Kiflo PRM
Triggers when a new transaction is added.
Instant
Trigger
- Kiflo PRM
Triggers when a new transaction is updated.
Instant
Trigger
- Kiflo PRM
Create a new channel conflict.
Scheduled
Action
- Kiflo PRM
Creates a new contact.
Scheduled
Action
- Kiflo PRM
Updates an existing contact.
Scheduled
Action
- Kiflo PRM
Creates a new customer.
Scheduled
Action
- Kiflo PRM
Updates an existing customer.
Scheduled
Action
- Kiflo PRM
Accepts a deal.
Scheduled
Action
- Kiflo PRM
Adds a partner with his role on an existing deal.
Scheduled
Action
- Kiflo PRM
Associates a customer to a deal.
Scheduled
Action
- Kiflo PRM
Creates a new deal.
Scheduled
Action
- Kiflo PRM
Refuses a deal.
Scheduled
Action
- Kiflo PRM
Updates an existing deal.
Scheduled
Action
- Kiflo PRM
Accepts a lead.
Scheduled
Action
- Kiflo PRM
Converts a lead to a customer.
Scheduled
Action
- Kiflo PRM
Converts a lead to a deal.
Scheduled
Action
- Kiflo PRM
Creates a new lead.
Scheduled
Action
- Kiflo PRM
Refuses a lead.
Scheduled
Action
- Kiflo PRM
Updates an existing lead.
Scheduled
Action
- Kiflo PRM
Accept a new partner application.
Scheduled
Action
- Kiflo PRM
Reject a new partner application.
Scheduled
Action
- Kiflo PRM
Creates a new partner.
Scheduled
Action
- Kiflo PRM
Updates an existing partner.
Scheduled
Action
- Kiflo PRM
Creates a new transaction.
Scheduled
Action
- Kiflo PRM
Finds an existing contact.
Scheduled
Action
- Kiflo PRM
Finds an existing customer.
Scheduled
Action
- Kiflo PRM
Finds an existing deal.
Scheduled
Action
- Kiflo PRM
Finds an existing lead.
Scheduled
Action
- Kiflo PRM
Finds an existing partner application.
Scheduled
Action
- Kiflo PRM
Finds an existing partner.
Scheduled
Action
- Kiflo PRM
Finds an existing transaction.
Scheduled
Action
- Kiflo PRM
Finds an existing Contact or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Customer or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Deal or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Lead or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Partner or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Transaction or creates a new one.
Scheduled
Action
- Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
- Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
- Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
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 Kiflo PRM + Microsoft Excel Integrations Work
- Step 1: Authenticate Kiflo PRM 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
About Kiflo PRM
Related categories
About Microsoft Excel
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