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Salesforce + Gravity Forms + Microsoft Excel Integrations

How to connect Salesforce + Gravity Forms + Microsoft Excel

Zapier lets you send info between Salesforce and Gravity Forms and Microsoft Excel automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with Salesforce + Gravity Forms + Microsoft Excel

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Gravity Forms, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • CampaignRequired

    • LeadRequired

    Action
    Write

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How Salesforce + Gravity Forms + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Salesforce, Gravity Forms, and Microsoft Excel.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

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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.

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