Connect Salesforce to Microsoft Excel and automate any workflow

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Microsoft ExcelMicrosoft Excel
2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

Connect Salesforce and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect Salesforce and Microsoft Excel to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • History Object
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

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    • Disclaimer
    • Salesforce Object
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    • Campaign
    • Contact

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)
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    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.
    Related categories
    Similar apps
    OneDrive integrationsOneDrive integrations
  • OneDrive
  • File Management & Storage, Microsoft
    Smartsheet integrationsSmartsheet integrations
  • Smartsheet
  • Spreadsheets
    Quip integrationsQuip integrations
  • Quip
  • Documents

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